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iShares Russell 1000 Value ETF

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
476
Truepoint Inc
Ohio
$628K +$528K +4,346 +526%
SIM
477
SSI Investment Management
California
$627K -$3.32M -27,383 -84%
DDPIC
478
Deroy & Devereaux Private Investment Counsel
Michigan
$627K -$21.2K -175 -3%
MWM
479
Merriman Wealth Management
Washington
$623K -$397K -3,269 -39%
MC
480
Middleton & Co
Massachusetts
$614K -$11.5K -95 -2%
NFC
481
Northeast Financial Consultants
Connecticut
$614K
WA
482
WealthTrust-Arizona
Arizona
$613K +$238K +1,960 +63%
SCI
483
S&CO Inc
Massachusetts
$613K +$346K +2,849 +129%
SCM
484
Sterling Capital Management
North Carolina
$612K -$61.9K -510 -9%
LSAG
485
Lake Street Advisors Group
New Hampshire
$604K
PA
486
Paracle Advisors
Washington
$597K
CTC
487
Central Trust Company
Missouri
$593K -$15.2K -125 -2%
RW
488
Rand Wealth
Maryland
$593K
AA
489
Ancora Advisors
Ohio
$590K
MIH
490
Madison Investment Holdings
Wisconsin
$589K -$338K -2,782 -36%
ONB
491
Old National Bancorp
Indiana
$589K +$589K +4,853 New
AFC
492
AFT Forsyth & Company
Florida
$588K
KWM
493
Kingsview Wealth Management
Oregon
$587K -$71K -585 -11%
MPI
494
Mairs & Power Inc
Minnesota
$587K
YWP
495
YorkBridge Wealth Partners
New York
$587K
TSWM
496
Triangle Securities Wealth Management
North Carolina
$575K -$10.9K -90 -2%
DWT
497
Dorsey & Whitney Trust
South Dakota
$575K
WAM
498
Weatherly Asset Management
California
$571K +$95.6K +787 +20%
PCM
499
Pointe Capital Management
Michigan
$567K +$24.3K +200 +4%
VA
500
Valmark Advisers
Ohio
$563K +$38.6K +318 +7%