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iShares Russell 1000 Value ETF

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
CMO
501
Covenant Multifamily Offices
Texas
$20K -$9.9K -95 -33%
PSUF
502
People's United Financial
Connecticut
$18K
PCTC
503
Perkins Coie Trust Company
Washington
$18K
SNT
504
Security National Trust
West Virginia
$16K
CFA
505
Carroll Financial Associates
North Carolina
$15K +$15K +147 New
MAM
506
Meeder Asset Management
Ohio
$14K
CCS
507
Crosspoint Capital Strategies
California
$14K
BC
508
Bartlett & Co
Ohio
$13K
BWFA
509
Baltimore-Washington Financial Advisors
Maryland
$12K +$4.82K +47 +67%
KPCM
510
Kings Point Capital Management
New York
$11K -$15.2K -142 -58%
HRIA
511
Haberer Registered Investment Advisor
Ohio
$11K
NSIM
512
North Star Investment Management
Illinois
$9K
WC
513
Whitnell & Co
Illinois
$8K +$8K +72 New
LFR
514
Lehman Financial Resources
Pennsylvania
$7K
SFM
515
Systematic Financial Management
New Jersey
$7K +$7K +75 New
BFEC
516
Benjamin F. Edwards & Company
Missouri
$5K
IF
517
Ironwood Financial
Arizona
$3K +$3K +27 New
Manulife (Manufacturers Life Insurance)
518
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.79K -$61 -589 -2%
NG
519
NatWest Group
United Kingdom
$2.11K -$196 -1,874 -8%
PG
520
Patten Group
Tennessee
$2K +$2K +15 New
BRWA
521
B. Riley Wealth Advisors
Florida
$316 +$30 +288 +10%
SIM
522
Sigma Investment Management
Oregon
-$26M -259,265 Closed
HCC
523
Hirtle Callaghan & Co
Pennsylvania
-$17.3M -173,103 Closed
BCM
524
Brookstone Capital Management
Illinois
-$14.7M -146,952 Closed
BWM
525
Braver Wealth Management
Massachusetts
-$13.9M -139,183 Closed