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iShares Russell 1000 Value ETF

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
476
Altium Wealth Management
New York
$968K +$10.6K +83 +1%
IA
477
IFG Advisory
Georgia
$965K -$6.58M -51,332 -87%
ADL
478
Asset Dedication LLC
California
$958K
NG
479
Northstar Group
New York
$956K +$38.6K +301 +4%
AAM
480
Autus Asset Management
Arizona
$955K -$2.57K -20 -0.3%
KIA
481
KCM Investment Advisors
California
$953K +$166K +1,295 +21%
CIA
482
Capital Investment Advisors
Georgia
$949K -$3.21K -25 -0.3%
PFT
483
Providence First Trust
Arizona
$949K
WB
484
Webster Bank
Connecticut
$948K -$124K -968 -12%
SIAS
485
Shine Investment Advisory Services
Colorado
$945K
AIA
486
Avalon Investment & Advisory
Texas
$927K -$16.2K -126 -2%
GC
487
Grimes & Company
Massachusetts
$924K +$394K +3,076 +74%
SWM
488
Sequoia Wealth Management
Illinois
$921K +$36.3K +283 +4%
TF
489
TimeScale Financial
Massachusetts
$908K -$77.7K -606 -8%
AWS
490
AJ Wealth Strategies
New York
$905K
LCM
491
Logan Capital Management
Pennsylvania
$901K +$160K +1,250 +22%
HIMCH
492
Hartford Investment Management Co (HIMCO)
Connecticut
$898K -$855K -6,661 -49%
MWM
493
Mascoma Wealth Management
New Hampshire
$897K
IWC
494
Integrated Wealth Concepts
Massachusetts
$896K +$77.7K +606 +9%
CCM
495
Coldstream Capital Management
Washington
$893K
Kovitz Investment Group Partners
496
Kovitz Investment Group Partners
Illinois
$890K -$16.7K -130 -2%
PP
497
PagnatoKarp Partners
Virginia
$890K +$890K +6,937 New
SWRP
498
Summit Wealth & Retirement Planning
California
$875K -$64.5K -503 -7%
CFC
499
Coyle Financial Counsel
Illinois
$874K -$152K -1,185 -15%
GVAG
500
Great Valley Advisor Group
Delaware
$871K -$45.1K -352 -5%