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iShares Russell 1000 Value ETF

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
676
Blue Bell Private Wealth Management
Pennsylvania
$385K
NPF
677
Norris Perne & French
Michigan
$383K +$1.15K +9 +0.3%
TWM
678
Titus Wealth Management
California
$383K +$383K +2,984 New
CS
679
Credit Suisse
Switzerland
$382K -$5.13M -39,957 -93%
WWM
680
Western Wealth Management
Colorado
$381K +$1.03K +8 +0.3%
NIMC
681
NWQ Investment Management Company
California
$380K -$8.39M -65,393 -96%
MA
682
MONECO Advisors
Connecticut
$380K +$1.41K +11 +0.4%
MIH
683
Madison Investment Holdings
Wisconsin
$379K -$25.2K -197 -6%
WP
684
WealthSource Partners
California
$379K -$21.6K -168 -5%
MSA
685
Marino Stram & Associates
Massachusetts
$378K -$184K -1,431 -33%
MPW
686
MA Private Wealth
California
$378K -$101K -791 -21%
UIA
687
UBP Investment Advisors
Switzerland
$378K
PP
688
Palladium Partners
Virginia
$377K
WIC
689
Woodmont Investment Counsel
Tennessee
$375K +$375K +2,927 New
DJSG
690
D.J. St. Germain
Massachusetts
$374K
Betterment LLC
691
Betterment LLC
New York
$368K
APG
692
Abacus Planning Group
South Carolina
$366K
CCM
693
Covington Capital Management
California
$366K +$125K +975 +52%
SS
694
Sunbelt Securities
Texas
$364K +$23.9K +186 +7%
BSA
695
Braun Stacey Associates
New York
$363K -$2.18K -17 -0.6%
FCA
696
FinTrust Capital Advisors
South Carolina
$362K
PWA
697
Peterson Wealth Advisors
Utah
$362K +$2.31K +18 +0.6%
JC
698
Jentner Corp
Ohio
$361K
BFA
699
Bragg Financial Advisors
North Carolina
$361K +$78.2K +609 +28%
WA
700
Wealth Architects
California
$359K +$641 +5 +0.2%