IWD icon

iShares Russell 1000 Value ETF

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
726
American Investment Services
Massachusetts
$328K
Fisher Asset Management
727
Fisher Asset Management
Washington
$328K +$328K +2,559 New
MA
728
MCF Advisors
Kentucky
$324K
PWP
729
Private Wealth Partners
California
$323K
GWA
730
Guidant Wealth Advisors
Illinois
$322K
CFS
731
CRA Financial Services
New Jersey
$322K +$21.8K +170 +7%
SC
732
Schoolcraft Capital
Colorado
$321K +$43.1K +336 +16%
MYIA
733
Mount Yale Investment Advisors
Colorado
$320K -$346K -2,610 -52%
GP
734
Girard Partners
Pennsylvania
$320K +$2.43K +19 +0.8%
VFP
735
Verus Financial Partners
Virginia
$319K +$2.05K +16 +0.6%
ECM
736
Evergreen Capital Management
Washington
$318K
NAS
737
Nicolet Advisory Services
Wisconsin
$318K
TC
738
TownSquare Capital
Utah
$316K
LSAG
739
Lake Street Advisors Group
New Hampshire
$315K +$98.7K +770 +46%
BFS
740
Bradley Foster & Sargent
Connecticut
$309K
California State Teachers Retirement System (CalSTRS)
741
California State Teachers Retirement System (CalSTRS)
California
$308K -$2.89M -22,490 -90%
NWS
742
Newport Wealth Strategies
California
$308K
TH
743
Timber Hill
Connecticut
$308K +$308K +2,400 New
BFA
744
Beaumont Financial Advisors
Massachusetts
$307K +$71K +554 +30%
CCM
745
Condor Capital Management
New Jersey
$305K -$642 -5 -0.2%
BEAM
746
Baker Ellis Asset Management
Washington
$302K -$35.6K -278 -11%
DWM
747
Destination Wealth Management
California
$302K -$21.2K -165 -7%
SBL
748
Sargent Bickham Lagudis
Colorado
$301K -$2.82K -22 -0.9%
LNWWM
749
Laird Norton Wetherby Wealth Management
California
$300K
First Manhattan
750
First Manhattan
New York
$300K +$9.85K +77 +3%