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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 %
GWM
626
Geneos Wealth Management
Colorado
$289K -$63.1K -520 -18%
SBL
627
Sargent Bickham Lagudis
Colorado
$289K -$25.8K -212 -8%
First Manhattan
628
First Manhattan
New York
$288K
RPGK
629
Retirement Planning Group (Kansas)
Kansas
$283K
FCH
630
Freestone Capital Holdings
Washington
$283K +$283K +2,332 New
SA
631
Sicart Associates
New York
$281K +$281K +2,317 New
NFG
632
Nations Financial Group
Iowa
$280K -$32.1K -265 -10%
SS
633
Sunbelt Securities
Texas
$280K +$3.64K +30 +1%
OSAM
634
O'Shaughnessy Asset Management
Connecticut
$280K +$280K +2,303 New
NWS
635
Newport Wealth Strategies
California
$279K -$291K -2,401 -51%
AWM
636
Avondale Wealth Management
Texas
$276K
DY
637
Dowling & Yahnke
California
$276K +$2.19K +18 +0.8%
JPG
638
Jordan Park Group
California
$275K
APP
639
Avantax Planning Partners
Iowa
$274K -$6.92K -57 -2%
WA
640
WESPAC Advisors
California
$272K -$25K -206 -8%
TWM
641
Titus Wealth Management
California
$269K -$3.16K -26 -1%
WHG
642
Westwood Holdings Group
Texas
$267K
Kovitz Investment Group Partners
643
Kovitz Investment Group Partners
Illinois
$265K -$35K -288 -12%
RPG
644
Risk Paradigm Group
Texas
$265K -$1.1M -9,075 -81%
DLHL
645
Donald L. Hagan LLC
Florida
$264K
WA
646
WealthTrust Axiom
Pennsylvania
$262K
RCAMU
647
Rothschild & Co Asset Management US
Connecticut
$259K -$210K -1,732 -45%
BFEC
648
Benjamin F. Edwards & Company
Missouri
$259K -$22.2K -183 -8%
GC
649
Gibson Capital
Pennsylvania
$258K
ACI
650
Alpha Cubed Investments
California
$258K +$5.71K +47 +2%