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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 %
SGAM
51
Stephens Group Asset Management
Arkansas
$39.7M -$2.35M -23,707 -6%
PAG
52
Private Advisor Group
New Jersey
$37M +$2.08M +21,004 +6%
Creative Planning
53
Creative Planning
Kansas
$37M +$1.86M +18,734 +5%
BIM
54
Bridges Investment Management
Nebraska
$36.6M +$1.26M +12,668 +4%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$34.4M +$3.16M +31,889 +10%
CMA
56
Cedar Mountain Advisors
Oregon
$34.3M +$1.04M +10,518 +3%
CL
57
Choreo LLC
Illinois
$34M +$4.27M +43,063 +14%
FBFS
58
First Business Financial Services
Wisconsin
$32.3M -$16.9M -170,068 -34%
WRTC
59
Wind River Trust Company
Wyoming
$30.3M
Brown Advisory
60
Brown Advisory
Maryland
$30.3M -$11.3M -114,234 -27%
CAN
61
Cetera Advisor Networks
California
$29M -$25.5M -263,294 -47%
MG
62
Mather Group
Illinois
$28.8M -$209K -2,109 -0.7%
William Blair & Company
63
William Blair & Company
Illinois
$28.6M +$2.03M +20,479 +8%
KeyBank National Association
64
KeyBank National Association
Ohio
$28.2M -$623K -6,281 -2%
LC
65
Landaas & Company
Wisconsin
$27.8M +$948K +8,718 +4%
BUB
66
BBVA USA Bancshares
Texas
$27.4M +$1.39M +14,001 +5%
CFB
67
Cullen/Frost Bankers
Texas
$27.1M +$719K +7,254 +3%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$26.7M +$8.55M +86,173 +47%
SPIA
69
Steward Partners Investment Advisory
New York
$25.6M -$176K -1,775 -0.7%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$25.5M +$15.7M +158,205 +160%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$25.1M +$25.1M +253,200 New
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$25.1M -$1.6M -16,112 -6%
BCI
73
Brinker Capital Investments
Pennsylvania
$24.9M -$1.14M -11,531 -4%
SWPG
74
Strategic Wealth Partners Group
Illinois
$24.4M -$12M -121,012 -33%
NFG
75
Nadler Financial Group
Illinois
$24.1M -$470K -4,735 -2%