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iShares Russell 1000 Value ETF

990 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 447 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-116
Holders Change %
-10.49%
% of All Funds
21.87%
Holding in Top 10
82
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.31%
% of All Funds
1.81%
New
67
Increased
307
Reduced
447
Closed
165
Calls
$31M
Puts
$105M
Net Calls
-$74.4M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
FMT
701
First Mercantile Trust
Tennessee
$328K +$328K +3,310 New
EFL
702
ERn Financial LLC
Wisconsin
$327K -$125K -1,257 -28%
Chevy Chase Trust
703
Chevy Chase Trust
Maryland
$327K -$16.6K -168 -5%
TSWM
704
Triangle Securities Wealth Management
North Carolina
$326K -$96.7K -976 -23%
GLA
705
Good Life Advisors
Pennsylvania
$326K -$4.25K -43 -1%
EWA
706
Exencial Wealth Advisors
Oklahoma
$326K +$166K +1,674 +104%
TFGT
707
TS Financial Group (TSFG)
Illinois
$325K -$116K -1,172 -26%
EW
708
Evoke Wealth
California
$324K +$324K +3,269 New
OWA
709
One Wealth Advisors
California
$324K -$227K -2,294 -41%
EWM
710
Empirical Wealth Management
Washington
$324K +$20.6K +208 +7%
SAG
711
Spotlight Asset Group
Illinois
$324K +$20.9K +211 +7%
RRAM
712
River Road Asset Management
Kentucky
$322K -$296K -2,984 -48%
CIAS
713
Capital Investment Advisory Services
North Carolina
$319K -$3.37K -34 -1%
NAM
714
NTV Asset Management
West Virginia
$319K +$319K +3,219 New
MCP
715
Mirador Capital Partners
California
$316K -$19K -180 -6%
SHGA
716
Sand Hill Global Advisors
California
$315K -$59.6K -600 -16%
DBRC
717
D.B. Root & Company
Pennsylvania
$314K -$42.3K -428 -12%
JF
718
JSF Financial
California
$312K +$120K +1,216 +63%
FC
719
Ferris Capital
Massachusetts
$311K
IAIM
720
International Assets Investment Management
Florida
$309K +$309K +3,111 New
HWA
721
HCR Wealth Advisors
California
$308K
APSP
722
Asset Planning Services (Pennsylvania)
Pennsylvania
$307K +$2.38K +24 +0.8%
NPF
723
Norris Perne & French
Michigan
$307K +$9.71K +98 +3%
MSAM
724
Moloney Securities Asset Management
Missouri
$305K -$27.5K -277 -8%
TW
725
Transform Wealth
Colorado
$305K -$2.08K -21 -0.7%