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iShares Russell 1000 Value ETF

990 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 447 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-116
Holders Change %
-10.49%
% of All Funds
21.87%
Holding in Top 10
82
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.31%
% of All Funds
1.81%
New
67
Increased
307
Reduced
447
Closed
165
Calls
$31M
Puts
$105M
Net Calls
-$74.4M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
476
FAS Wealth Partners
Kansas
$1.02M -$552K -5,563 -35%
PTC
477
Private Trust Company
Ohio
$1M +$23.9K +241 +2%
GC
478
Garde Capital
Washington
$983K +$181K +1,826 +23%
BWM
479
BigSur Wealth Management
Florida
$982K -$483K -4,870 -33%
VCM
480
Vivaldi Capital Management
Illinois
$973K
BIA
481
BHK Investment Advisors
Alabama
$966K -$9.53K -96 -1%
TIM
482
Tortoise Investment Management
New York
$954K -$9.62K -97 -1%
LWP
483
Legacy Wealth Planning
Nevada
$951K -$57K -574 -6%
DWM
484
Doyle Wealth Management
Florida
$949K +$2.88K +29 +0.3%
AW
485
ACG Wealth
Georgia
$932K -$279K -2,814 -23%
GT
486
Glenview Trust
Kentucky
$929K +$71.4K +720 +8%
SC
487
SouthState Corp
Florida
$922K -$96.1K -969 -9%
FUBT
488
First United Bank & Trust
Maryland
$917K -$429K -4,323 -32%
KTC
489
Kistler-Tiffany Companies
Pennsylvania
$917K
Deutsche Bank
490
Deutsche Bank
Germany
$912K -$555K -5,598 -38%
PPP
491
Private Portfolio Partners
New Jersey
$908K +$58.1K +586 +7%
LDB
492
Lee, Danner & Bass
Tennessee
$902K
VA
493
Valmark Advisers
Ohio
$899K -$48.6K -490 -5%
JWA
494
JFS Wealth Advisors
Pennsylvania
$892K +$15.8K +159 +2%
S
495
SignatureFD
Georgia
$886K +$83.2K +839 +10%
DWA
496
Dougherty Wealth Advisers
Minnesota
$884K
OCG
497
Opus Capital Group
Ohio
$883K +$247K +2,492 +39%
KWM
498
Kingsview Wealth Management
Oregon
$871K -$79.3K -800 -8%
CAM
499
Carret Asset Management
New York
$867K +$44.7K +450 +5%
FI
500
Financial Insights
Washington
$865K -$11.2K -113 -1%