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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 %
IWS
726
Insight Wealth Strategies
California
$303K -$124K -1,245 -29%
EFS
727
Essex Financial Services
Connecticut
$303K +$74.6K +751 +33%
DJSG
728
D.J. St. Germain
Massachusetts
$302K -$19K -192 -6%
TAM
729
Townsend Asset Management
North Carolina
$301K -$84.4K -852 -22%
CT
730
Cambridge Trust
Massachusetts
$301K -$44K -443 -13%
AWE
731
Avidian Wealth Enterprises
Texas
$301K -$12.3K -124 -4%
CFG
732
Citizens Financial Group
Rhode Island
$299K -$634K -6,386 -68%
FNBT
733
FineMark National Bank & Trust
Florida
$299K -$6.46K -65 -2%
NGA
734
Naples Global Advisors
Florida
$299K +$91.6K +922 +44%
IA
735
IFP Advisors
Florida
$298K -$142K -1,405 -32%
FAIM
736
Financial Advocates Investment Management
Washington
$297K -$29.5K -298 -9%
MA
737
MONECO Advisors
Connecticut
$296K +$1.49K +15 +0.5%
MAM
738
Madison Asset Management
Wisconsin
$293K -$277K -2,798 -49%
UIA
739
UBP Investment Advisors
Switzerland
$292K
MSA
740
Marino Stram & Associates
Massachusetts
$292K
BBPWM
741
Blue Bell Private Wealth Management
Pennsylvania
$288K -$19.9K -200 -6%
LA
742
LVW Advisors
New York
$287K +$94.1K +948 +49%
WA
743
Wealth Architects
California
$286K -$2.19K -22 -0.8%
CCFCSB
744
Cape Cod Five Cents Savings Bank
Massachusetts
$285K
AIP
745
Ameritas Investment Partners
Nebraska
$283K -$170K -1,723 -38%
JIC
746
Joel Isaacson & Co
New York
$282K -$24.8K -250 -8%
WC
747
Waterloo Capital
Texas
$281K +$281K +2,830 New
3AM
748
3D Asset Management
Connecticut
$279K -$104K -1,048 -27%
RC
749
RegentAtlantic Capital
New Jersey
$279K +$3.27K +33 +1%
PWMG
750
Prestige Wealth Management Group
New Jersey
$278K -$37.1K -374 -12%