IWD icon

iShares Russell 1000 Value ETF

1,106 hedge funds and large institutions have $30.9B invested in iShares Russell 1000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 400 increasing their positions, 309 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+146
Holders Change %
+15.21%
% of All Funds
21.84%
Holding in Top 10
116
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+27.47%
% of All Funds
2.29%
New
209
Increased
400
Reduced
309
Closed
48
Calls
$39.3M
Puts
$121M
Net Calls
-$81.9M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
501
Tortoise Investment Management
New York
$1.33M -$2.32K -17 -0.2%
CWM
502
Confluence Wealth Management
Oregon
$1.32M
KWM
503
Kingsview Wealth Management
Oregon
$1.31M +$11.6K +85 +0.9%
FMBTD
504
First Midwest Bank Trust Division
Illinois
$1.31M -$478K -3,500 -27%
CAS
505
Cascadia Advisory Services
Oregon
$1.31M +$1.31M +9,569 New
VA
506
Valmark Advisers
Ohio
$1.3M +$266K +1,949 +26%
DWM
507
Doyle Wealth Management
Florida
$1.3M +$35.9K +263 +3%
SC
508
Steph & Co
Wisconsin
$1.3M +$1.3M +9,521 New
VWM
509
Vigilare Wealth Management
Arizona
$1.28M +$1.28M +9,572 New
CFG
510
Citizens Financial Group
Rhode Island
$1.28M +$201K +1,475 +19%
LDB
511
Lee, Danner & Bass
Tennessee
$1.24M -$17.1K -125 -1%
NHC
512
Nicholas Hoffman & Company
Georgia
$1.23M +$364K +2,665 +42%
P
513
Pitcairn
Pennsylvania
$1.23M -$171K -1,254 -12%
PCS
514
Personal CFO Solutions
New Jersey
$1.23M +$181K +1,324 +17%
DWA
515
Dougherty Wealth Advisers
Minnesota
$1.22M
AP
516
Adero Partners
California
$1.22M +$1.22M +8,904 New
FI
517
Financial Insights
Washington
$1.21M -$225K -1,650 -16%
JWA
518
JFS Wealth Advisors
Pennsylvania
$1.21M -$51.6K -378 -4%
AAS
519
Annex Advisory Services
Wisconsin
$1.19M -$22.7K -166 -2%
TNB
520
Thomasville National Bank
Georgia
$1.18M -$546 -4 -0%
GT
521
Glenview Trust
Kentucky
$1.18M
PPP
522
Private Portfolio Partners
New Jersey
$1.17M +$24.4K +179 +2%
CS
523
Credit Suisse
Switzerland
$1.17M +$762K +5,586 +188%
MWM
524
Modera Wealth Management
New Jersey
$1.17M -$39.4K -289 -3%
SS
525
Simplicity Solutions
Minnesota
$1.16M +$86K +630 +8%