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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 %
GC
676
Gratus Capital
Georgia
$584K +$34K +249 +6%
ZIC
677
ZWJ Investment Counsel
Georgia
$584K +$584K +4,281 New
OAM
678
Occidental Asset Management
California
$582K
TSWM
679
Triangle Securities Wealth Management
North Carolina
$582K +$56.1K +411 +11%
RPWA
680
Regent Peak Wealth Advisors
Georgia
$582K +$582K +4,270 New
AWA
681
Arete Wealth Advisors
Illinois
$580K -$312K -2,286 -35%
AFC
682
AFT Forsyth & Company
Florida
$580K -$13.7K -100 -2%
MCM
683
Maple Capital Management
Vermont
$579K -$10.2K -75 -2%
Wellington Management Group
684
Wellington Management Group
Massachusetts
$573K
CCT
685
Capital City Trust
Florida
$561K
CPO
686
Cerity Partners OCIO
New York
$561K +$41.6K +304 +8%
DDPIC
687
Deroy & Devereaux Private Investment Counsel
Michigan
$555K -$6.82K -50 -1%
ABTD
688
Arvest Bank Trust Division
Oklahoma
$551K
PFA
689
Pure Financial Advisors
California
$550K -$24.3K -178 -4%
CM
690
Cornerstone Management
Georgia
$548K +$23.1K +169 +4%
VWM
691
Valley Wealth Managers
New Jersey
$546K -$137K -1,000 -20%
TI
692
Truepoint Inc
Ohio
$546K -$134K -986 -20%
LA
693
Lau Associates
Delaware
$546K
EWM
694
Evermay Wealth Management
Virginia
$542K
CBFP
695
Cedar Brook Financial Partners
Ohio
$540K -$22.9K -168 -4%
BRWA
696
B. Riley Wealth Advisors
Florida
$540K +$123K +901 +30%
SCM
697
Schnieders Capital Management
California
$536K +$98.1K +719 +22%
California State Teachers Retirement System (CalSTRS)
698
California State Teachers Retirement System (CalSTRS)
California
$536K +$208K +1,525 +64%
SIS
699
SVB Investment Services
Utah
$534K +$534K +3,911 New
PGWM
700
Parisi Gray Wealth Management
New Jersey
$531K +$273 +2 +0.1%