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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 %
TWM
726
Titus Wealth Management
California
$493K +$85.4K +625 +21%
RBC
727
Roble Belko & Company
Pennsylvania
$491K -$20.5K -150 -4%
DBRC
728
D.B. Root & Company
Pennsylvania
$491K +$47.7K +350 +11%
CWP
729
Capital Wealth Planning
Florida
$488K +$9.27K +68 +2%
LWA
730
LWS Wealth Advisors
New Jersey
$488K +$488K +3,577 New
GWS
731
Glassman Wealth Services
Virginia
$486K +$65.8K +482 +16%
BCM
732
Bourgeon Capital Management
Connecticut
$482K
RW
733
REDW Wealth
New Mexico
$481K -$6K -44 -1%
ACS
734
Archford Capital Strategies
Illinois
$481K
PAI
735
Pittenger & Anderson Inc
Nebraska
$478K
PFGIA
736
Patriot Financial Group Insurance Agency
Massachusetts
$478K
NAS
737
Nicolet Advisory Services
Wisconsin
$478K +$139K +1,021 +41%
SCCM
738
Schafer Cullen Capital Management
New York
$477K +$477K +3,498 New
CT
739
Cambridge Trust
Massachusetts
$475K +$33.6K +246 +8%
SAM
740
Secure Asset Management
Michigan
$475K +$475K +3,480 New
BA
741
Ballew Advisors
Mississippi
$474K +$410 +3 +0.1%
Chevy Chase Trust
742
Chevy Chase Trust
Maryland
$473K -$21.7K -159 -4%
SS
743
Sunbelt Securities
Texas
$473K +$85.8K +628 +22%
TNB
744
TCF National Bank
South Dakota
$471K +$48.7K +357 +12%
LFS
745
Lutz Financial Services
Nebraska
$458K
MCM
746
Mitchell Capital Management
Kansas
$458K +$458K +3,358 New
MSAM
747
Moloney Securities Asset Management
Missouri
$457K +$1.5K +11 +0.3%
PB
748
Pinnacle Bancorp
Nebraska
$457K +$278K +2,040 +156%
GLA
749
Good Life Advisors
Pennsylvania
$456K
BWM
750
Brickley Wealth Management
California
$450K