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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 %
CT
476
Cambridge Trust
Massachusetts
$628K -$58.2K -485 -8%
CWM
477
Confluence Wealth Management
Oregon
$625K
BRWA
478
B. Riley Wealth Advisors
Florida
$622K -$136K -1,133 -18%
WCWM
479
Willow Creek Wealth Management
California
$622K +$622K +5,185 New
MC
480
Middleton & Co
Massachusetts
$618K +$8.99K +75 +1%
SPWA
481
SteelBridge Private Wealth Advisors
Florida
$618K +$42.8K +357 +7%
CM
482
Columbus Macro
Pennsylvania
$612K +$600 +5 +0.1%
NFC
483
Northeast Financial Consultants
Connecticut
$606K +$48.2K +402 +9%
CTC
484
Central Trust Company
Missouri
$601K -$24K -200 -4%
LSAG
485
Lake Street Advisors Group
New Hampshire
$597K -$355K -2,962 -37%
PFS
486
Prospera Financial Services
Texas
$592K +$108K +902 +22%
PA
487
Paracle Advisors
Washington
$590K
California State Teachers Retirement System (CalSTRS)
488
California State Teachers Retirement System (CalSTRS)
California
$588K -$1.21M -10,097 -67%
RW
489
Rand Wealth
Maryland
$586K +$9.59K +80 +2%
YWP
490
YorkBridge Wealth Partners
New York
$585K -$5.81K -48 -1%
AA
491
Ancora Advisors
Ohio
$582K -$29.8K -249 -5%
AFC
492
AFT Forsyth & Company
Florida
$581K
MPI
493
Mairs & Power Inc
Minnesota
$580K +$12K +100 +2%
TSWM
494
Triangle Securities Wealth Management
North Carolina
$579K +$115K +955 +25%
DWT
495
Dorsey & Whitney Trust
South Dakota
$568K
NWS
496
Newport Wealth Strategies
California
$564K -$48K -400 -8%
3AM
497
3D Asset Management
Connecticut
$558K -$29.4K -245 -5%
CCT
498
Capital City Trust
Florida
$556K -$41.3K -344 -7%
ACA
499
Anchor Capital Advisors
Massachusetts
$555K -$5.02M -41,905 -90%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$553K -$21.6K -180 -4%