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iShares Russell 1000 Value ETF

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KL
776
KWMG LLC
Kansas
$47K +$47K +387 New
RFWA
777
RPg Family Wealth Advisory
Massachusetts
$46K -$136K -1,118 -75%
SAM
778
Shamrock Asset Management
Texas
$43K
VC
779
Vestor Capital
Illinois
$42K
AIM
780
Anchor Investment Management
South Carolina
$42K
Schroder Investment Management Group
781
Schroder Investment Management Group
United Kingdom
$41K -$18.3M -151,900 -100%
AssetMark Inc
782
AssetMark Inc
California
$40K
SIS
783
Sound Income Strategies
Florida
$38K -$18.3K -153 -33%
AC
784
Avestar Capital
New York
$38K
MRCM
785
M&R Capital Management
New Jersey
$37K
SWPG
786
Strategic Wealth Partners Group
Illinois
$34.6K +$1.2K +9,881 +4%
MSFP
787
Mark Sheptoff Financial Planning
Connecticut
$32K
KPCM
788
Kings Point Capital Management
New York
$31K
TCOV
789
Trust Company of Vermont
Vermont
$31K
WAS
790
Winch Advisory Services
Wisconsin
$30K +$30K +250 New
WA
791
WP Advisors
California
$30K +$30K +250 New
RIA
792
RPG Investment Advisory
California
$29K
TC
793
Trust Company
Kansas
$28K -$614 -5 -2%
WWM
794
Willingdon Wealth Management
North Carolina
$28K
VNA
795
Valley National Advisers
Pennsylvania
$27K
BWL
796
Bogart Wealth LLC
Virginia
$26K
CB
797
CNB Bank
Pennsylvania
$25K
SIAP
798
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
LFA
799
Legacy Financial Advisors
Kentucky
$23K
PCTC
800
Perkins Coie Trust Company
Washington
$21K