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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 %
NWP
526
Northstar Wealth Partners
Connecticut
$789K +$33.2K +261 +4%
NHC
527
Nicholas Hoffman & Company
Georgia
$785K
IWC
528
Integrated Wealth Concepts
Massachusetts
$785K +$105K +857 +16%
AI
529
Atria Investments
North Carolina
$782K -$254K -2,069 -25%
KIA
530
KCM Investment Advisors
California
$780K +$191K +1,500 +32%
MAS
531
Madden Advisory Services
Florida
$778K
JFA
532
Johanson Financial Advisors
California
$771K +$4.71K +37 +0.6%
TFO
533
Tarbox Family Office
California
$770K
BMCM
534
Bryn Mawr Capital Management
Pennsylvania
$769K
FT
535
Fiduciary Trust
Massachusetts
$763K +$50.4K +396 +7%
CIA
536
Choate Investment Advisors
Massachusetts
$756K
STA
537
Summit Trail Advisors
New York
$755K -$38.5K -303 -5%
BPA
538
Beacon Pointe Advisors
California
$750K +$191K +1,502 +34%
WB
539
WesBanco Bank
West Virginia
$747K +$235K +1,848 +46%
CTC
540
Central Trust Company
Missouri
$746K +$115K +892 +18%
ST
541
Smithfield Trust
Pennsylvania
$738K
VCP
542
Vista Capital Partners
Oregon
$736K -$26.7K -210 -4%
LCM
543
Logan Capital Management
Pennsylvania
$734K -$110K -863 -13%
WCWM
544
Willow Creek Wealth Management
California
$714K
BCM
545
Brookstone Capital Management
Illinois
$700K -$97.4K -766 -12%
CBT
546
Capital Bank & Trust
California
$692K
QPWM
547
Quadrant Private Wealth Management
Pennsylvania
$690K -$1.01M -7,937 -59%
NFG
548
Nations Financial Group
Iowa
$689K -$108K -848 -14%
CFGS
549
Concourse Financial Group Securities
Alabama
$681K -$12.1K -95 -2%
ACM
550
Allred Capital Management
Texas
$673K