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iShares Russell 1000 Value ETF

697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
17.4%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
2.37%
New
43
Increased
220
Reduced
268
Closed
42
Calls
$17.5M
Puts
$8.51M
Net Calls
+$8.97M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Shares
Change %
RW
451
Rand Wealth
Maryland
$560K +$31K +266 +6%
DWM
452
Doyle Wealth Management
Florida
$556K -$63.2K -543 -10%
MPI
453
Mairs & Power Inc
Minnesota
$551K
DWT
454
Dorsey & Whitney Trust
South Dakota
$551K
SHWM
455
Smith & Howard Wealth Management
Georgia
$545K +$6.17K +53 +1%
EFS
456
Essex Financial Services
Connecticut
$534K +$188K +1,611 +54%
RFM
457
Royal Fund Management
Florida
$531K +$115K +989 +28%
PFA
458
Paradigm Financial Advisors
Missouri
$530K -$65.7K -564 -11%
CM
459
Cornerstone Management
Georgia
$524K -$243K -2,088 -32%
PCM
460
Pointe Capital Management
Michigan
$522K -$2.33K -20 -0.4%
CTC
461
Central Trust Company
Missouri
$521K
DWM
462
Destination Wealth Management
California
$514K +$139K +1,196 +37%
NG
463
Northstar Group
New York
$506K +$186K +1,600 +58%
EFSCE
464
Enterprise Financial Services Corp (EFSC)
Missouri
$499K
MCM
465
Maple Capital Management
Vermont
$498K
CG
466
Colony Group
Massachusetts
$498K +$162K +1,390 +48%
FWIA
467
Fort Washington Investment Advisors
Ohio
$495K -$23.3K -200 -4%
TCM
468
Tradition Capital Management
New Jersey
$494K
FMWA
469
Forvis Mazars Wealth Advisors
Missouri
$494K +$26.8K +230 +6%
WA
470
WealthTrust-Arizona
Arizona
$484K
GG
471
Gofen & Glossberg
Illinois
$477K
BBPWM
472
Blue Bell Private Wealth Management
Pennsylvania
$469K -$6.98K -60 -1%
TPWA
473
TRUE Private Wealth Advisors
Oregon
$465K
EWM
474
Evermay Wealth Management
Virginia
$459K
HCM
475
Harvest Capital Management
New Hampshire
$459K