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iShares Russell 1000 Value ETF

713 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.8%
Holding in Top 10
101
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.32%
% of All Funds
2.52%
New
62
Increased
246
Reduced
259
Closed
41
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$7.73M
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
451
Dorsey & Whitney Trust
South Dakota
$561K
VF
452
Virtu Financial
New York
$557K +$557K +4,699 New
SHWM
453
Smith & Howard Wealth Management
Georgia
$555K
PCA
454
Personal Capital Advisors
California
$554K +$194K +1,636 +54%
HW
455
Hancock Whitney
Mississippi
$547K -$916K -7,739 -63%
PFA
456
Paradigm Financial Advisors
Missouri
$538K
PCM
457
Pointe Capital Management
Michigan
$533K +$2.37K +20 +0.4%
DWM
458
Destination Wealth Management
California
$528K +$4.98K +42 +1%
CAAS
459
Capital Asset Advisory Services
Michigan
$526K -$131K -1,104 -20%
CTC
460
Central Trust Company
Missouri
$524K -$6.4K -54 -1%
SPWA
461
SteelBridge Private Wealth Advisors
Florida
$520K -$262K -2,206 -33%
OAM
462
Occidental Asset Management
California
$520K -$52.3K -441 -9%
BIC
463
Bridges Investment Counsel
Nebraska
$519K -$1.39M -11,735 -73%
MCM
464
Maple Capital Management
Vermont
$507K
GLA
465
Great Lakes Advisors
Illinois
$507K +$105K +888 +26%
NA
466
NewEdge Advisors
Louisiana
$505K +$426K +3,559 +537%
CFG
467
Citizens Financial Group
Rhode Island
$504K -$416K -3,516 -45%
FMWA
468
Forvis Mazars Wealth Advisors
Missouri
$503K
TCM
469
Tradition Capital Management
New Jersey
$503K
EFSCE
470
Enterprise Financial Services Corp (EFSC)
Missouri
$498K -$10.3K -87 -2%
GG
471
Gofen & Glossberg
Illinois
$486K
TPWA
472
TRUE Private Wealth Advisors
Oregon
$474K +$118 +1 +0%
CG
473
Colony Group
Massachusetts
$470K -$36.5K -308 -7%
EWM
474
Evermay Wealth Management
Virginia
$468K
WAM
475
Weatherly Asset Management
California
$464K