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iShares Russell 1000 Value ETF

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Shares
Change %
CBN
501
Cadence Bank NA
Texas
$896K +$6.87K +54 +0.8%
MWM
502
Mascoma Wealth Management
New Hampshire
$889K +$873K +6,865 +5,492%
CCM
503
Coldstream Capital Management
Washington
$886K -$15.9K -125 -2%
FNBT
504
FineMark National Bank & Trust
Florida
$886K +$21.5K +169 +2%
VA
505
Valmark Advisers
Ohio
$884K -$18.1K -142 -2%
SWM
506
Sequoia Wealth Management
Illinois
$881K -$56.2K -439 -6%
HCIA
507
Hochman Cole Investment Advisors
Illinois
$878K
DWM
508
Dakota Wealth Management
Florida
$876K -$100K -790 -10%
Lido Advisors
509
Lido Advisors
California
$876K +$19.3K +152 +2%
WA
510
Winfield Associates
Ohio
$854K -$204K -1,600 -19%
KTC
511
Kistler-Tiffany Companies
Pennsylvania
$854K +$28.6K +225 +3%
HA
512
Harborview Advisors
Maine
$853K +$19.8K +156 +2%
AWA
513
Arete Wealth Advisors
Illinois
$848K +$153K +1,200 +22%
S
514
SignatureFD
Georgia
$841K -$92.6K -728 -10%
SPC
515
Sigma Planning Corp
Michigan
$839K -$12.1K -95 -1%
BWCS
516
Beirne Wealth Consulting Services
Connecticut
$835K -$36.8K -289 -4%
FPTW
517
Franklin, Parlapiano, Turner & Welch
Texas
$832K
BTW
518
Boston Trust Walden
Massachusetts
$827K
VWM
519
Valley Wealth Managers
New Jersey
$817K +$817K +6,425 New
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$815K +$241K +1,895 +42%
GIA
521
Gladstone Institutional Advisory
Florida
$811K -$5.6K -44 -0.7%
EWA
522
Exencial Wealth Advisors
Oklahoma
$807K -$25.5K -200 -3%
MA
523
Mutual Advisors
Nebraska
$804K +$229K +1,797 +40%
Federated Hermes
524
Federated Hermes
Pennsylvania
$802K +$802K +6,307 New
State Street
525
State Street
Massachusetts
$799K -$11.1K -87 -1%