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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 %
TAM
701
Townsend Asset Management
North Carolina
$531K +$531K +3,891 New
3AM
702
3D Asset Management
Connecticut
$527K -$16.2K -119 -3%
GWM
703
Geneos Wealth Management
Colorado
$527K +$1.23K +9 +0.2%
CWM
704
Cornerstone Wealth Management
Missouri
$526K +$546 +4 +0.1%
TGAM
705
TBH Global Asset Management
Tennessee
$525K +$525K +3,848 New
IB
706
Intrust Bank
Kansas
$524K
MDCM
707
Morgan Dempsey Capital Management
Wisconsin
$524K +$430K +3,150 +459%
RI
708
Ridgewood Investments
New Jersey
$523K
PA
709
Pinnacle Associates
New York
$523K +$89.7K +657 +21%
BAC
710
Boys Arnold & Co
North Carolina
$521K -$7.78K -57 -1%
LSAG
711
Lake Street Advisors Group
New Hampshire
$521K +$186K +1,360 +55%
WAM
712
Weatherly Asset Management
California
$520K
CWM
713
Calamos Wealth Management
Illinois
$519K -$137 -1 -0%
RMDI
714
R.M. Davis Inc
Maine
$518K +$13.6K +100 +3%
SHGA
715
Sand Hill Global Advisors
California
$515K +$57.9K +424 +13%
PCM
716
Pointe Capital Management
Michigan
$513K -$44.6K -327 -8%
VCM
717
Vigilant Capital Management
Maine
$513K -$5.46K -40 -1%
PWM
718
Perigon Wealth Management
California
$507K +$252K +1,846 +99%
SFP
719
Strategic Financial Partners
Oregon
$506K +$506K +3,709 New
PL
720
Plancorp LLC
Missouri
$504K -$20.5K -150 -4%
WA
721
Winfield Associates
Ohio
$502K -$254K -1,865 -34%
GPA
722
Guidance Point Advisors
Massachusetts
$500K +$1.5K +11 +0.3%
FRA
723
Front Row Advisors
California
$498K +$1.09K +8 +0.2%
FMTC
724
Farmers & Merchants Trust Company
California
$498K +$19.1K +140 +4%
VWM
725
Venturi Wealth Management
Texas
$496K +$6.14K +45 +1%