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iShares Russell 1000 Value ETF

990 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 447 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-116
Holders Change %
-10.49%
% of All Funds
21.87%
Holding in Top 10
82
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.31%
% of All Funds
1.81%
New
67
Increased
307
Reduced
447
Closed
165
Calls
$31M
Puts
$105M
Net Calls
-$74.4M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
501
Meristem Family Wealth
Minnesota
$860K +$709K +7,150 +471%
FT
502
Fiduciary Trust
Massachusetts
$856K +$57.6K +581 +7%
NHC
503
Nicholas Hoffman & Company
Georgia
$850K -$45.1K -455 -5%
SF
504
Symphony Financial
Texas
$837K +$837K +8,286 New
FMBTD
505
First Midwest Bank Trust Division
Illinois
$824K -$126K -1,273 -13%
PFG
506
Pacific Financial Group
Washington
$823K +$5.95K +60 +0.7%
BCA
507
Berman Capital Advisors
Georgia
$819K -$2.28K -23 -0.3%
VC
508
Veracity Capital
Georgia
$816K -$586K -5,904 -42%
CWP
509
CFM Wealth Partners
Texas
$814K +$23.5K +237 +3%
DADC
510
D.A. Davidson & Co
Montana
$813K +$75.7K +764 +10%
FFA
511
Fragasso Financial Advisors
Pennsylvania
$803K -$12.6K -127 -2%
QPWM
512
Quadrant Private Wealth Management
Pennsylvania
$802K +$264K +2,665 +49%
JIR
513
James Investment Research
Ohio
$800K -$1.22M -12,297 -60%
CIA
514
Capital Investment Advisors
Georgia
$798K +$4.37K +44 +0.6%
ClearBridge Investments
515
ClearBridge Investments
New York
$793K -$1.03M -10,367 -56%
MIAS
516
Mason Investment Advisory Services
Virginia
$788K
SIC
517
Sigma Investment Counselors
Michigan
$782K -$29.2K -294 -4%
SCA
518
STALEY CAPITAL ADVISERS
Pennsylvania
$779K
BFPW
519
BOK Financial Private Wealth
Colorado
$778K -$426K -4,300 -35%
AAS
520
Annex Advisory Services
Wisconsin
$776K -$88K -888 -10%
SSB
521
Sandy Spring Bank
Maryland
$769K -$367K -3,706 -32%
NFC
522
Northeast Financial Consultants
Connecticut
$766K -$34.7K -350 -4%
MCM
523
Manchester Capital Management
Vermont
$765K -$1.86M -18,746 -71%
IFG
524
Investors Financial Group
Minnesota
$764K +$12.8K +129 +2%
NFG
525
Next Financial Group
Texas
$761K -$838K -8,445 -52%