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iShares Russell 1000 Value ETF

831 hedge funds and large institutions have $24.5B invested in iShares Russell 1000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 342 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-25
Holders Change %
-2.92%
% of All Funds
19.07%
Holding in Top 10
105
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-11.02%
% of All Funds
2.41%
New
60
Increased
262
Reduced
342
Closed
76
Calls
$39.3M
Puts
$47.2M
Net Calls
-$7.95M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
601
McNamara Financial Services
Massachusetts
$329K -$38.4K -320 -10%
PC
602
Port Capital
Illinois
$329K
BEAM
603
Baker Ellis Asset Management
Washington
$328K
JIC
604
Joel Isaacson & Co
New York
$328K +$360 +3 +0.1%
PWA
605
Peterson Wealth Advisors
Utah
$327K -$80.7K -672 -20%
FBA
606
Front Barnett Associates
Illinois
$327K -$4.19K -35 -1%
FTC
607
Farmers Trust Company
Ohio
$326K -$7.2K -60 -2%
CAM
608
Carret Asset Management
New York
$325K +$42K +350 +15%
VAM
609
Visionary Asset Management
Texas
$323K -$94.7K -797 -23%
ME
610
McIlrath & Eck
Washington
$320K -$42.5K -355 -12%
RIA
611
Regal Investment Advisors
Michigan
$320K +$82.4K +687 +35%
CHP
612
Cable Hill Partners
Oregon
$318K +$156K +1,315 +96%
TW
613
Transform Wealth
Colorado
$315K
AIS
614
American Investment Services
Massachusetts
$314K
APSP
615
Asset Planning Services (Pennsylvania)
Pennsylvania
$314K +$1.8K +15 +0.6%
FWP
616
FAS Wealth Partners
Kansas
$313K -$240 -2 -0.1%
FAT
617
First American Trust
California
$312K +$43.6K +363 +16%
PP
618
Palladium Partners
Virginia
$311K -$7.81K -65 -2%
SBL
619
Sargent Bickham Lagudis
Colorado
$311K +$1.08K +9 +0.3%
CAC
620
Certified Advisory Corp
Florida
$311K +$32.3K +269 +12%
NFG
621
Nations Financial Group
Iowa
$309K +$600 +5 +0.2%
MA
622
MCF Advisors
Kentucky
$308K -$1.08K -9 -0.3%
WA
623
Wealth Architects
California
$306K
DPA
624
Delphi Private Advisors
California
$304K -$177K -1,476 -37%
ECM
625
Evergreen Capital Management
Washington
$302K +$302K +2,514 New