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iShares Russell 1000 Value ETF

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LBC
601
Lowe Brockenbrough & Co
Virginia
$320K +$16.4K +135 +5%
TW
602
Transform Wealth
Colorado
$319K
OWM
603
Orgel Wealth Management
Wisconsin
$317K -$36.5K -300 -10%
APSP
604
Asset Planning Services (Pennsylvania)
Pennsylvania
$317K
FWP
605
FAS Wealth Partners
Kansas
$316K
AWMG
606
Alliance Wealth Management Group
New Jersey
$315K -$340K -2,803 -52%
TCM
607
Towercrest Capital Management
Pennsylvania
$315K +$315K +2,598 New
FFBTD
608
First Financial Bank - Trust Division
Ohio
$314K +$314K +2,588 New
BW
609
Bison Wealth
Georgia
$312K -$30.4K -250 -9%
ME
610
McIlrath & Eck
Washington
$311K -$13.4K -110 -4%
AIS
611
American Investment Services
Massachusetts
$311K -$6.68K -55 -2%
VFP
612
Verus Financial Partners
Virginia
$310K -$26K -214 -8%
WA
613
Wealth Architects
California
$309K
FIM
614
Fernwood Investment Management
Massachusetts
$307K -$30.3K -250 -9%
F
615
F3Logic
Minnesota
$307K +$2.8K +23 +0.9%
POIA
616
Pin Oak Investment Advisors
Texas
$306K +$92.1K +760 +43%
ECM
617
Evergreen Capital Management
Washington
$301K -$3.76K -31 -1%
IWC
618
Integrated Wealth Concepts
Massachusetts
$301K +$70.8K +583 +31%
KLI
619
Kelman-Lazarov Inc
Tennessee
$299K +$19.3K +159 +7%
MWM
620
Meridian Wealth Management
Kentucky
$296K
SWM
621
SVA Wealth Management
Wisconsin
$295K -$71.7K -590 -20%
FFA
622
First Foundation Advisors
California
$295K
DPA
623
Delphi Private Advisors
California
$294K -$13.4K -110 -4%
CCM
624
Canal Capital Management
Virginia
$294K
BA
625
BKS Advisors
Michigan
$290K