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iShares Russell 1000 Value ETF

697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
17.4%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
2.37%
New
43
Increased
220
Reduced
268
Closed
42
Calls
$17.5M
Puts
$8.51M
Net Calls
+$8.97M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Shares
Change %
CONA
501
Capital One National Association
New York
$386K -$78K -670 -17%
WC
502
Whitnell & Co
Illinois
$385K +$158K +1,357 +70%
GC
503
Gilbert & Cook
Iowa
$379K -$36.6K -314 -9%
BCM
504
Brookstone Capital Management
Illinois
$373K +$145K +1,243 +63%
BSA
505
Braun Stacey Associates
New York
$372K -$34.5K -297 -8%
ZIM
506
Zacks Investment Management
Illinois
$369K +$61.3K +527 +20%
EB
507
Eastern Bank
Massachusetts
$368K
MFS
508
McNamara Financial Services
Massachusetts
$357K
BTNA
509
Bremer Trust National Association
Minnesota
$355K -$50.9K -437 -13%
IB
510
Intrust Bank
Kansas
$355K -$42.7K -366 -11%
GWS
511
Glassman Wealth Services
Virginia
$355K
BFA
512
Beaumont Financial Advisors
Massachusetts
$355K +$59.2K +509 +20%
PCA
513
Personal Capital Advisors
California
$354K -$80.6K -693 -19%
RC
514
RegentAtlantic Capital
New Jersey
$351K -$233 -2 -0.1%
LW
515
Linscomb Wealth
Texas
$348K -$2.91K -25 -0.8%
RIL
516
Rothschild Investment LLC
Illinois
$348K
CWA
517
Cypress Wealth Advisors
California
$348K
CIM
518
Confluence Investment Management
Missouri
$346K -$229K -1,970 -40%
Fisher Asset Management
519
Fisher Asset Management
Washington
$346K +$815 +7 +0.2%
PA
520
Pinnacle Associates
New York
$346K +$49.7K +427 +17%
WA
521
Wealth Architects
California
$345K -$116 -1 -0%
RWA
522
Ropes Wealth Advisors
Massachusetts
$345K
RBC
523
Roble Belko & Company
Pennsylvania
$343K
CB
524
Chemical Bank
Michigan
$339K +$117K +1,004 +53%
CG
525
Caprock Group
Idaho
$337K