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iShares Russell 1000 Value ETF

697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
17.4%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
2.37%
New
43
Increased
220
Reduced
268
Closed
42
Calls
$17.5M
Puts
$8.51M
Net Calls
+$8.97M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
551
Meridian Wealth Management
Kentucky
$283K +$7.22K +62 +3%
SWM
552
SVA Wealth Management
Wisconsin
$283K +$10.8K +93 +4%
RT
553
Rockland Trust
Massachusetts
$283K +$31.6K +272 +13%
CCM
554
Canal Capital Management
Virginia
$279K +$23.3K +200 +9%
PP
555
Palladium Partners
Virginia
$277K
RPGK
556
Retirement Planning Group (Kansas)
Kansas
$276K +$12K +103 +5%
RWA
557
RGT Wealth Advisors
Texas
$275K -$806K -6,912 -75%
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$275K -$48.2K -414 -15%
LA
559
Legacy Advisors
Pennsylvania
$274K
First Manhattan
560
First Manhattan
New York
$273K
SH
561
Svenska Handelsbanken
Sweden
$271K
KLI
562
Kelman-Lazarov Inc
Tennessee
$271K
AGU
563
Alpine Group USVI
U.S. Virgin Islands
$268K +$268K +2,300 New
AGM
564
Alpine Global Management
New York
$268K +$268K +2,300 New
Kovitz Investment Group Partners
565
Kovitz Investment Group Partners
Illinois
$267K -$76K -653 -22%
CCM
566
Condor Capital Management
New Jersey
$264K
FAT
567
First American Trust
California
$262K +$262K +2,254 New
AI
568
Accredited Investors
Minnesota
$261K +$26.6K +228 +11%
BWFM
569
Bridgewater Wealth & Financial Management
Maryland
$257K -$102K -880 -28%
GWA
570
Guidant Wealth Advisors
Illinois
$252K
APP
571
Avantax Planning Partners
Iowa
$251K +$47.5K +408 +23%
RIA
572
Regal Investment Advisors
Michigan
$249K +$2.68K +23 +1%
LWAC
573
Laurel Wealth Advisors (California)
California
$247K +$39.9K +344 +19%
GC
574
Gibson Capital
Pennsylvania
$247K +$46K +400 +23%
FAM
575
Formidable Asset Management
Ohio
$244K +$19.8K +170 +9%