IWD icon

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 %
FAIM
751
Financial Advocates Investment Management
Washington
$450K +$410 +3 +0.1%
ACI
752
Alpha Cubed Investments
California
$448K +$158K +1,154 +54%
CIAS
753
Capital Investment Advisory Services
North Carolina
$444K
DJSG
754
D.J. St. Germain
Massachusetts
$442K +$44.1K +323 +11%
RP
755
Rice Partnership
Hawaii
$440K
Invesco
756
Invesco
Georgia
$440K +$440K +3,221 New
CCM
757
Carlson Capital Management
Minnesota
$438K -$57.4K -421 -12%
PCMC
758
Private Capital Management (Colorado)
Colorado
$438K
CG
759
Caprock Group
Idaho
$436K +$15.2K +111 +4%
PWMG
760
Prestige Wealth Management Group
New Jersey
$434K -$15.7K -115 -3%
MCP
761
Mirador Capital Partners
California
$432K -$25.1K -184 -5%
BFS
762
Bradley Foster & Sargent
Connecticut
$432K +$103K +757 +31%
AWE
763
Avidian Wealth Enterprises
Texas
$431K -$3.55K -26 -0.8%
FC
764
Ferris Capital
Massachusetts
$428K
WP
765
WealthShield Partners
North Carolina
$428K
WI
766
Wintrust Investments
Illinois
$427K -$68.1K -499 -14%
HWA
767
HCR Wealth Advisors
California
$424K +$6.97K +51 +2%
JIC
768
Joel Isaacson & Co
New York
$423K +$8.2K +60 +2%
BBPWM
769
Blue Bell Private Wealth Management
Pennsylvania
$423K +$13.6K +100 +3%
TW
770
Transform Wealth
Colorado
$423K +$64.1K +469 +18%
APSP
771
Asset Planning Services (Pennsylvania)
Pennsylvania
$422K -$21.3K -155 -5%
PP
772
Palladium Partners
Virginia
$421K +$14.5K +106 +4%
FNBT
773
FineMark National Bank & Trust
Florida
$420K -$5.46K -40 -1%
EWM
774
Empirical Wealth Management
Washington
$418K +$147K +1,078 +54%
WP
775
WealthSource Partners
California
$415K +$11.6K +85 +3%