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iShares Russell 1000 Value ETF

1,106 hedge funds and large institutions have $30.9B invested in iShares Russell 1000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 400 increasing their positions, 309 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+146
Holders Change %
+15.21%
% of All Funds
21.84%
Holding in Top 10
116
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+27.47%
% of All Funds
2.29%
New
209
Increased
400
Reduced
309
Closed
48
Calls
$39.3M
Puts
$121M
Net Calls
-$81.9M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BMCM
601
Bryn Mawr Capital Management
Pennsylvania
$825K
BWCS
602
Beirne Wealth Consulting Services
Connecticut
$817K -$82.9K -608 -9%
CIA
603
Choate Investment Advisors
Massachusetts
$811K
CFGS
604
Concourse Financial Group Securities
Alabama
$809K +$394K +2,890 +95%
ST
605
Smithfield Trust
Pennsylvania
$792K
Barclays
606
Barclays
United Kingdom
$791K -$86.2K -632 -10%
VF
607
Virtu Financial
New York
$786K +$469K +3,438 +148%
MAM
608
Madison Asset Management
Wisconsin
$786K +$786K +5,756 New
EPM
609
Elm Partners Management
Pennsylvania
$784K -$352K -2,742 -31%
RIA
610
Realta Investment Advisors
Delaware
$782K +$523K +3,913 +201%
WB
611
WesBanco Bank
West Virginia
$781K +$42.6K +312 +6%
CCP
612
Corient Capital Partners
California
$775K -$5.6K -41 -0.7%
MWM
613
Merriman Wealth Management
Washington
$763K +$182K +1,336 +31%
AG
614
Appleton Group
Wisconsin
$761K -$2.57M -18,840 -77%
OWA
615
One Wealth Advisors
California
$759K +$331K +2,427 +77%
WCWM
616
Willow Creek Wealth Management
California
$755K -$3.96K -29 -0.5%
HF
617
Halpern Financial
Virginia
$755K +$755K +5,531 New
BCWM
618
Blue Chip Wealth Management
Florida
$753K +$48K +352 +7%
PMFA
619
Plante Moran Financial Advisors
Michigan
$751K +$13.9K +102 +2%
QPWM
620
Quadrant Private Wealth Management
Pennsylvania
$740K
WCG
621
Weaver Consulting Group
California
$740K +$16.7K +130 +2%
BW
622
Bison Wealth
Georgia
$731K +$374K +2,736 +105%
VCP
623
Vista Capital Partners
Oregon
$728K -$61.4K -450 -8%
FPTW
624
Franklin, Parlapiano, Turner & Welch
Texas
$726K -$57.9K -424 -7%
CAAS
625
Capital Asset Advisory Services
Michigan
$724K +$131K +951 +22%