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iShares Russell 1000 Value ETF

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
576
Middleton & Co
Massachusetts
$572K
TFGT
577
TS Financial Group (TSFG)
Illinois
$570K +$641 +5 +0.1%
IWS
578
Insight Wealth Strategies
California
$568K +$26.3K +205 +5%
PAM
579
Palisade Asset Management
Minnesota
$563K
CBN
580
Cadence Bank NA
Texas
$562K -$341K -2,658 -38%
AFC
581
AFT Forsyth & Company
Florida
$558K
Wealth Enhancement Advisory Services
582
Wealth Enhancement Advisory Services
Minnesota
$554K
MCM
583
Maple Capital Management
Vermont
$554K +$3.46K +27 +0.6%
YWP
584
YorkBridge Wealth Partners
New York
$552K
CAAS
585
Capital Asset Advisory Services
Michigan
$551K -$82.1K -640 -13%
FPCG
586
Fort Pitt Capital Group
Pennsylvania
$551K +$101K +790 +23%
WF
587
Welch & Forbes
Massachusetts
$550K
OAM
588
Occidental Asset Management
California
$547K -$10.5K -82 -2%
MWM
589
Merriman Wealth Management
Washington
$546K -$641 -5 -0.1%
NWP
590
Northstar Wealth Partners
Connecticut
$543K -$252K -1,969 -32%
PFA
591
Pure Financial Advisors
California
$540K -$26.8K -209 -5%
Wellington Management Group
592
Wellington Management Group
Massachusetts
$539K
JAM
593
Jolley Asset Management
North Carolina
$534K -$32.9K -256 -6%
CBFP
594
Cedar Brook Financial Partners
Ohio
$529K
DDPIC
595
Deroy & Devereaux Private Investment Counsel
Michigan
$528K -$44.9K -350 -8%
CCT
596
Capital City Trust
Florida
$527K
CRC
597
Curi RMB Capital
Illinois
$525K
PCM
598
Pointe Capital Management
Michigan
$524K +$18.6K +145 +4%
ABTD
599
Arvest Bank Trust Division
Oklahoma
$518K +$518K +4,040 New
GC
600
Gratus Capital
Georgia
$517K -$61.2K -477 -11%