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iShares Russell 1000 Value ETF

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
701
WESPAC Advisors
California
$344K +$38.7K +304 +13%
FFG
702
Frisch Financial Group
New York
$343K -$49K -385 -13%
OWM
703
Orgel Wealth Management
Wisconsin
$342K +$10.2K +80 +3%
WCM
704
Wealthcare Capital Management
Virginia
$341K +$2.41K +19 +0.7%
EP
705
Edgestream Partners
New Jersey
$340K +$340K +2,669 New
ODIJL
706
One Day In July LLC
Vermont
$338K
SS
707
Sunbelt Securities
Texas
$337K -$44.4K -349 -12%
LBC
708
Lowe Brockenbrough & Co
Virginia
$336K
BEAM
709
Baker Ellis Asset Management
Washington
$335K
LPT
710
Legacy Private Trust
Wisconsin
$335K
TW
711
Transform Wealth
Colorado
$334K +$254 +2 +0.1%
QAM
712
QCI Asset Management
New York
$333K
MFS
713
McNamara Financial Services
Massachusetts
$333K
BW
714
Bison Wealth
Georgia
$333K
AWMG
715
Alliance Wealth Management Group
New Jersey
$331K
FTC
716
Farmers Trust Company
Ohio
$331K
TCM
717
Towercrest Capital Management
Pennsylvania
$330K
PFO
718
Pathstone Family Office
New Jersey
$330K +$98K +770 +42%
CM
719
Columbus Macro
Pennsylvania
$329K -$140K -1,104 -30%
B
720
Bridgeworth
Alabama
$329K +$892 +7 +0.3%
DADC
721
D.A. Davidson & Co
Montana
$329K +$114K +896 +53%
NA
722
NewEdge Advisors
Louisiana
$328K -$101K -794 -24%
PGWM
723
Parisi Gray Wealth Management
New Jersey
$327K -$4.32K -34 -1%
AIS
724
American Investment Services
Massachusetts
$326K
FCFC
725
First Commonwealth Financial Corp
Pennsylvania
$325K -$217K -1,709 -40%