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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 %
MFG
701
Merit Financial Group
Georgia
$202K -$29.7K -211 -13%
PCA
702
Providence Capital Advisors
North Carolina
$187K
WCM
703
Wealthcare Capital Management
Virginia
$185K +$59.1K +492 +47%
SWM
704
SeaCrest Wealth Management
New York
$180K -$11.2K -94 -6%
AF
705
Allworth Financial
California
$180K -$2.52K -21 -1%
RFWA
706
RPg Family Wealth Advisory
Massachusetts
$180K +$180K +1,497 New
AIA
707
Armor Investment Advisors
North Carolina
$172K
PCP
708
Proficio Capital Partners
Massachusetts
$168K
CBT
709
Capital Bank & Trust
California
$164K
FNB
710
Farmers National Bank
Kentucky
$163K -$6.37K -53 -4%
OBWP
711
O'Brien Wealth Partners
Massachusetts
$163K +$163K +1,357 New
RFA
712
Reilly Financial Advisors
California
$160K +$9.59K +80 +6%
BFC
713
Bedel Financial Consulting
Indiana
$157K +$157K +1,306 New
FC
714
Ferris Capital
Massachusetts
$153K +$153K +1,273 New
GEA
715
Glen Eagle Advisors
New Jersey
$151K +$124K +1,030 +454%
PCA
716
Peddock Capital Advisors
Massachusetts
$144K
THWM
717
Taylor Hoffman Wealth Management
Virginia
$143K
BWM
718
Baystate Wealth Management
Massachusetts
$140K +$27.1K +224 +24%
CWM
719
Cranbrook Wealth Management
Michigan
$138K
QAM
720
QCI Asset Management
New York
$135K
Lazard Asset Management
721
Lazard Asset Management
New York
$133K -$1.37M -11,489 -91%
LNB
722
Ledyard National Bank
$132K
WIM
723
Westside Investment Management
California
$132K +$37.7K +321 +40%
SWA
724
Sutton Wealth Advisors
Florida
$129K
JGIA
725
Jackson Grant Investment Advisers
Connecticut
$128K +$717 +6 +0.6%