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iShares Russell 1000 Value ETF

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
SCP
451
Syntal Capital Partners
Texas
$208K
GT
452
Glenview Trust
Kentucky
$205K +$205K +1,966 New
DY
453
Dowling & Yahnke
California
$203K -$25.5K -244 -11%
EVC
454
Eidelman Virant Capital
Missouri
$203K +$203K +1,949 New
ATC
455
Adirondack Trust Company
New York
$187K
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$187K
TWA
457
TCI Wealth Advisors
Arizona
$184K
Federated Hermes
458
Federated Hermes
Pennsylvania
$173K +$173K +1,658 New
CWM
459
Cranbrook Wealth Management
Michigan
$167K
Thrivent Financial for Lutherans
460
Thrivent Financial for Lutherans
Minnesota
$156K -$16K -153 -9%
WA
461
Waverly Advisors
Alabama
$156K +$123K +1,180 +377%
HF
462
Hoxton Financial
West Virginia
$151K +$49.9K +479 +49%
BRWM
463
B. Riley Wealth Management
Tennessee
$149K -$51.3K -492 -26%
ST
464
Smithfield Trust
Pennsylvania
$133K -$13K -124 -9%
LIA
465
LS Investment Advisors
Michigan
$130K
WA
466
WealthTrust-Arizona
Arizona
$128K -$50.6K -484 -28%
S
467
SignatureFD
Georgia
$116K +$102K +978 +714%
LNB
468
Ledyard National Bank
$115K
SEIA
469
Signature Estate & Investment Advisors
California
$112K +$112K +1,074 New
Betterment LLC
470
Betterment LLC
New York
$106K +$106K +1,011 New
OFS
471
Orrstown Financial Services
Pennsylvania
$105K
FCCM
472
First City Capital Management
Georgia
$104K
GAM
473
Gemmer Asset Management
California
$104K +$105 +1 +0.1%
JFA
474
JNBA Financial Advisors
Minnesota
$95K
AWM
475
Avior Wealth Management
Nebraska
$94K