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iShares Russell 1000 Value ETF

990 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 447 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-116
Holders Change %
-10.49%
% of All Funds
21.87%
Holding in Top 10
82
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.31%
% of All Funds
1.81%
New
67
Increased
307
Reduced
447
Closed
165
Calls
$31M
Puts
$105M
Net Calls
-$74.4M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
626
Kovitz Investment Group Partners
Illinois
$449K -$222K -2,233 -33%
PP
627
PrairieView Partners
Minnesota
$449K +$10.8K +109 +2%
UR
628
USCA RIA
Texas
$444K -$2.01M -20,258 -82%
WF
629
Welch & Forbes
Massachusetts
$442K +$11.2K +113 +3%
PA
630
Procyon Advisors
Connecticut
$437K -$27.8K -280 -6%
PAM
631
Palisade Asset Management
Minnesota
$436K
FRA
632
Front Row Advisors
California
$436K +$33.1K +300 +8%
BWL
633
Bogart Wealth LLC
Virginia
$433K +$409K +4,122 +1,676%
BCWM
634
Blue Chip Wealth Management
Florida
$432K -$115K -1,162 -21%
CNC
635
Citizens & Northern Corp
Pennsylvania
$432K -$12.1K -122 -3%
YWP
636
YorkBridge Wealth Partners
New York
$431K +$4.46K +45 +1%
MC
637
Middleton & Co
Massachusetts
$430K -$7.44K -75 -2%
CBN
638
Cadence Bank NA
Texas
$428K -$3.77K -38 -0.9%
JAM
639
Jolley Asset Management
North Carolina
$426K -$26.6K -268 -6%
ZIC
640
ZWJ Investment Counsel
Georgia
$425K
RPWA
641
Regent Peak Wealth Advisors
Georgia
$423K
OAM
642
Occidental Asset Management
California
$423K
AFC
643
AFT Forsyth & Company
Florida
$421K
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$421K -$81.7K -824 -16%
NWP
645
Northstar Wealth Partners
Connecticut
$419K -$11.4K -115 -3%
SFP
646
Strategic Financial Partners
Oregon
$418K +$50.4K +508 +14%
Wellington Management Group
647
Wellington Management Group
Massachusetts
$417K
SIM
648
SSI Investment Management
California
$413K -$2.07M -20,829 -83%
Fisher Asset Management
649
Fisher Asset Management
Washington
$410K +$205K +2,070 +100%
CPO
650
Cerity Partners OCIO
New York
$407K