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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 %
Wealth Enhancement Advisory Services
526
Wealth Enhancement Advisory Services
Minnesota
$757K +$173K +1,565 +30%
FNT
527
First National Trust
Pennsylvania
$756K -$532K -5,359 -41%
KIA
528
KCM Investment Advisors
California
$756K +$19.1K +193 +3%
CBA
529
Coastal Bridge Advisors
Connecticut
$752K
SVWAG
530
Sound View Wealth Advisors Group
Georgia
$750K -$288K -2,908 -28%
GIA
531
Gladstone Institutional Advisory
Florida
$746K -$6.94K -70 -0.9%
APA
532
American Portfolios Advisors
New York
$744K -$264K -2,665 -26%
Charles Schwab
533
Charles Schwab
California
$744K +$744K +7,500 New
WR
534
Watson Rebecca
$739K
EWP
535
Engrave Wealth Partners
Texas
$735K -$81.7K -824 -10%
PFS
536
Prospera Financial Services
Texas
$734K -$6.84K -69 -0.9%
PFT
537
Providence First Trust
Arizona
$734K
AAM
538
Autus Asset Management
Arizona
$731K +$1.09K +11 +0.1%
GTAM
539
Global Trust Asset Management
Florida
$730K -$252K -2,495 -26%
CA
540
Clearstead Advisors
Ohio
$723K -$79.5K -802 -10%
MCM
541
Mitchell Capital Management
Kansas
$720K +$387K +3,897 +116%
TFO
542
Tarbox Family Office
California
$707K +$57.9K +584 +9%
ADL
543
Asset Dedication LLC
California
$704K -$62.8K -634 -8%
AWS
544
AJ Wealth Strategies
New York
$700K
FWM
545
Frontier Wealth Management
Missouri
$697K +$697K +7,028 New
SIAS
546
Shine Investment Advisory Services
Colorado
$692K -$39.1K -394 -5%
STA
547
Summit Trail Advisors
New York
$691K +$691K +6,964 New
SC
548
Steph & Co
Wisconsin
$686K -$258K -2,603 -27%
BRWA
549
B. Riley Wealth Advisors
Florida
$686K +$294K +2,969 +75%
FANJ
550
Financial Architects (New Jersey)
New Jersey
$685K +$5.75K +58 +0.8%