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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 %
LBC
626
Lowe Brockenbrough & Co
Virginia
$300K +$7.43K +62 +3%
F
627
F3Logic
Minnesota
$298K +$298K +2,500 New
OC
628
Oarsman Capital
Wisconsin
$297K -$839 -7 -0.3%
FIAS
629
FinTrust Investment Advisory Services
South Carolina
$296K -$46.7K -389 -14%
Kovitz Investment Group Partners
630
Kovitz Investment Group Partners
Illinois
$296K +$54.9K +458 +23%
WA
631
WESPAC Advisors
California
$294K +$5.65K +47 +2%
MWM
632
Meridian Wealth Management
Kentucky
$293K +$240 +2 +0.1%
FFA
633
First Foundation Advisors
California
$292K -$54.1K -450 -16%
CCM
634
Canal Capital Management
Virginia
$291K +$1.56K +13 +0.5%
BA
635
BKS Advisors
Michigan
$287K
BA
636
Bristlecone Advisors
Washington
$286K +$18K +150 +7%
WP
637
WealthSource Partners
California
$286K +$28.7K +239 +11%
First Manhattan
638
First Manhattan
New York
$285K
FF
639
Francis Financial
$281K
RPGK
640
Retirement Planning Group (Kansas)
Kansas
$280K -$10.1K -84 -3%
APP
641
Avantax Planning Partners
Iowa
$278K -$2.52K -21 -0.9%
BFEC
642
Benjamin F. Edwards & Company
Missouri
$278K +$38K +317 +16%
KLI
643
Kelman-Lazarov Inc
Tennessee
$276K -$2.52K -21 -0.9%
EWA
644
EP Wealth Advisors
California
$275K +$76.3K +637 +38%
SS
645
Sunbelt Securities
Texas
$273K +$16.9K +141 +7%
JPG
646
Jordan Park Group
California
$272K
AWM
647
Avondale Wealth Management
Texas
$272K
DY
648
Dowling & Yahnke
California
$271K
TWM
649
Titus Wealth Management
California
$269K +$48.8K +406 +22%
SSWM
650
Smith Salley Wealth Management
North Carolina
$265K -$10.2K -85 -4%