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iShares Russell 1000 Value ETF

831 hedge funds and large institutions have $24.5B invested in iShares Russell 1000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 342 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-25
Holders Change %
-2.92%
% of All Funds
19.07%
Holding in Top 10
105
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-11.02%
% of All Funds
2.41%
New
60
Increased
262
Reduced
342
Closed
76
Calls
$39.3M
Puts
$47.2M
Net Calls
-$7.95M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TFO
451
Tarbox Family Office
California
$726K
PWM
452
Patriot Wealth Management
Texas
$717K
CIA
453
Choate Investment Advisors
Massachusetts
$713K
S
454
SignatureFD
Georgia
$709K -$51.4K -428 -7%
JFA
455
Johanson Financial Advisors
California
$697K +$9.48K +79 +1%
NWP
456
Northstar Wealth Partners
Connecticut
$695K +$695K +5,798 New
WTB
457
Washington Trust Bank
Washington
$690K +$680K +5,671 +6,833%
LA
458
Lau Associates
Delaware
$687K
WS
459
Wedbush Securities
California
$681K +$9.72K +81 +1%
AAC
460
Acorn Advisory Capital
New York
$672K -$4.16M -34,700 -86%
CC
461
Courier Capital
New York
$672K -$13.2K -110 -2%
NCMW
462
Northern Capital Management (Wisconsin)
Wisconsin
$671K -$10.2K -85 -1%
SCM
463
Sterling Capital Management
North Carolina
$666K +$37.7K +314 +6%
FFC
464
First Financial Corp
Indiana
$655K -$26K -217 -4%
AFM
465
Andesa Financial Management
Pennsylvania
$654K -$453K -3,772 -41%
KWM
466
Kingsview Wealth Management
Oregon
$650K -$100K -835 -13%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$648K
AWMG
468
Alliance Wealth Management Group
New Jersey
$648K +$294K +2,453 +83%
KIA
469
KCM Investment Advisors
California
$646K
DDPIC
470
Deroy & Devereaux Private Investment Counsel
Michigan
$641K
BMCM
471
Bryn Mawr Capital Management
Pennsylvania
$639K
G
472
Gainplan
Michigan
$638K -$49.2M -410,123 -99%
GT
473
Glenview Trust
Kentucky
$636K -$10.1K -84 -2%
MYIA
474
Mount Yale Investment Advisors
Colorado
$636K +$636K +5,299 New
SHWM
475
Smith & Howard Wealth Management
Georgia
$631K +$48.7K +406 +8%