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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 %
MRCM
576
M&R Capital Management
New Jersey
$242K +$7.23K +63 +3%
WP
577
WealthSource Partners
California
$241K -$39.1K -336 -14%
FI
578
FormulaFolio Investments
Michigan
$239K -$7.33K -63 -3%
DY
579
Dowling & Yahnke
California
$239K
PWW
580
Pettyjohn Wood & White
Virginia
$234K +$6.18K +53 +3%
ZCA
581
Zeke Capital Advisors
Pennsylvania
$233K
HWA
582
HCR Wealth Advisors
California
$233K
NIA
583
Northstar Investment Advisors
Colorado
$232K -$9.3K -80 -4%
NGA
584
Naples Global Advisors
Florida
$232K
CWM
585
Connecticut Wealth Management
Connecticut
$230K
AWA
586
Arete Wealth Advisors
Illinois
$230K +$230K +1,972 New
BO
587
Bank OZK
Arkansas
$229K
CI
588
Cavalier Investments
Georgia
$228K
GAM
589
Gemmer Asset Management
California
$226K +$113K +973 +100%
TAM
590
Tealwood Asset Management
Minnesota
$225K -$4.77K -41 -2%
SFP
591
Shepherd Financial Partners
Massachusetts
$224K -$131K -1,137 -37%
KIA
592
KCM Investment Advisors
California
$219K
IC
593
Intersect Capital
California
$217K -$78.8K -678 -27%
CAM
594
Carret Asset Management
New York
$216K
RFWA
595
RPg Family Wealth Advisory
Massachusetts
$212K +$212K +1,818 New
MC
596
Mathes Company
New York
$210K
BA
597
BKS Advisors
Michigan
$208K
EP
598
Edgestream Partners
New Jersey
$207K +$207K +1,775 New
ONB
599
Old National Bancorp
Indiana
$204K -$24.5K -211 -11%
SS
600
Sunbelt Securities
Texas
$201K -$50.2K -430 -20%