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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 %
KTC
501
Kistler-Tiffany Companies
Pennsylvania
$862K +$128 +1 +0%
HA
502
Harborview Advisors
Maine
$860K -$385 -3 -0%
FANJ
503
Financial Architects (New Jersey)
New Jersey
$857K -$46.6K -363 -5%
AI
504
Atria Investments
North Carolina
$854K +$37.7K +294 +5%
BWCS
505
Beirne Wealth Consulting Services
Connecticut
$846K +$4.49K +35 +0.5%
AWA
506
Arete Wealth Advisors
Illinois
$839K -$16.6K -129 -2%
TFO
507
Tarbox Family Office
California
$839K +$62.3K +486 +8%
BTW
508
Boston Trust Walden
Massachusetts
$833K
Barclays
509
Barclays
United Kingdom
$825K -$8.45M -65,856 -91%
PCA
510
Personal Capital Advisors
California
$823K +$173K +1,350 +27%
OCG
511
Opus Capital Group
Ohio
$822K -$81.9K -639 -9%
NHC
512
Nicholas Hoffman & Company
Georgia
$815K +$23.6K +184 +3%
JFA
513
Johanson Financial Advisors
California
$814K +$35.3K +275 +5%
CAG
514
Crestwood Advisors Group
Massachusetts
$814K +$490K +3,824 +151%
TAM
515
Tradition Asset Management
Virginia
$810K +$256K +2,001 +46%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$798K -$23.1K -180 -3%
CAM
517
Carret Asset Management
New York
$797K +$167K +1,301 +26%
NA
518
NewEdge Advisors
Louisiana
$791K +$461K +3,595 +139%
State Street
519
State Street
Massachusetts
$789K -$16.2K -126 -2%
MAS
520
Madden Advisory Services
Florida
$785K
VHAM
521
Van Hulzen Asset Management
California
$785K +$277K +2,162 +55%
Lido Advisors
522
Lido Advisors
California
$780K -$103K -806 -12%
BMCM
523
Bryn Mawr Capital Management
Pennsylvania
$775K
CTC
524
Central Trust Company
Missouri
$764K +$23.1K +180 +3%
CIA
525
Choate Investment Advisors
Massachusetts
$762K