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iShares Russell 1000 Value ETF

1,106 hedge funds and large institutions have $30.9B invested in iShares Russell 1000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 400 increasing their positions, 309 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+146
Holders Change %
+15.21%
% of All Funds
21.84%
Holding in Top 10
116
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+27.47%
% of All Funds
2.29%
New
209
Increased
400
Reduced
309
Closed
48
Calls
$39.3M
Puts
$121M
Net Calls
-$81.9M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
451
Cambridge Associates
Massachusetts
$1.72M +$1.72M +12,627 New
SC
452
Savant Capital
Illinois
$1.72M +$33.6K +246 +2%
IC
453
IEQ Capital
California
$1.71M +$1.71M +12,540 New
SHJ
454
Sharkey, Howes & Javer
Colorado
$1.71M
LWAC
455
Laurel Wealth Advisors (California)
California
$1.7M +$11.9K +87 +0.7%
AW
456
ACG Wealth
Georgia
$1.67M -$194K -1,418 -10%
BFPW
457
BOK Financial Private Wealth
Colorado
$1.66M +$1.01M +7,427 +157%
G
458
GenTrust
Florida
$1.66M -$214K -1,565 -11%
MA
459
Montag & Associates
Georgia
$1.65M +$128K +937 +8%
VWA
460
V Wealth Advisors
Kansas
$1.64M
SHWM
461
Smith & Howard Wealth Management
Georgia
$1.63M
SWMG
462
Strategic Wealth Management Group
Maryland
$1.63M +$21.4K +157 +1%
CGA
463
Crescent Grove Advisors
Illinois
$1.61M +$145K +1,059 +10%
TWA
464
TCI Wealth Advisors
Arizona
$1.61M -$2.87K -21 -0.2%
RCIM
465
Red Cedar Investment Management
Michigan
$1.6M +$23.5K +172 +1%
SMC
466
Smith, Moore & Co
Missouri
$1.59M -$27.6K -202 -2%
ST
467
Sageworth Trust
Pennsylvania
$1.58M
VFA
468
Voya Financial Advisors
Connecticut
$1.58M -$54.9K -403 -3%
WCAMG
469
Woodard & Company Asset Management Group
North Carolina
$1.57M +$50.1K +367 +3%
SSB
470
Sandy Spring Bank
Maryland
$1.56M +$393K +2,878 +34%
TCBWMS
471
Texas Capital Bank Wealth Management Services
Texas
$1.55M +$1.55M +11,376 New
HTC
472
Haverford Trust Company
Pennsylvania
$1.53M -$13.9K -102 -0.9%
TP
473
Tranquility Partners
Tennessee
$1.52M -$70.9K -519 -4%
CWS
474
Cypress Wealth Services
California
$1.51M +$15.2K +111 +1%
RC
475
Rinet Company
Massachusetts
$1.5M -$151K -1,110 -9%