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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 %
EB
801
Eastern Bank
Massachusetts
$241K
PA
802
PFG Advisors
Arizona
$241K +$16.6K +133 +7%
ECM
803
ETrade Capital Management
Virginia
$241K +$241K +1,880 New
PWM
804
Perigon Wealth Management
California
$239K
WCM
805
WealthBridge Capital Management
Ohio
$238K +$238K +1,857 New
CCM
806
Canal Capital Management
Virginia
$234K +$1.28K +10 +0.6%
WF
807
WoodTrust Financial
Wisconsin
$233K
MC
808
Moors & Cabot
Massachusetts
$233K +$233K +1,818 New
Bank of Montreal
809
Bank of Montreal
Ontario, Canada
$231K -$20.7M -161,138 -99%
ACA
810
Aptus Capital Advisors
Alabama
$231K
BC
811
Brio Consultants
California
$231K +$1.41K +11 +0.6%
PPCM
812
Pillar Pacific Capital Management
California
$230K
LWM
813
Liberty Wealth Management
California
$230K +$128 +1 +0.1%
EP
814
Edgestream Partners
New Jersey
$228K -$114K -891 -33%
FHA
815
Flagship Harbor Advisors
Massachusetts
$227K
GFP
816
Gryphon Financial Partners
Ohio
$222K +$18.7K +145 +9%
GEA
817
Glen Eagle Advisors
New Jersey
$222K +$60.3K +470 +37%
AF
818
Allworth Financial
California
$220K +$22.3K +174 +11%
FFBTD
819
First Financial Bank - Trust Division
Ohio
$219K
RMCM
820
Reynders McVeigh Capital Management
Massachusetts
$219K +$219K +1,704 New
BA
821
Baugh & Associates
Georgia
$218K +$3.6K +28 +2%
BO
822
BRR OpCo
Ohio
$216K +$7.2K +56 +3%
Luther King Capital Management (LKCM)
823
Luther King Capital Management (LKCM)
Texas
$214K -$213K
PBO
824
Peoples Bank (Ohio)
Ohio
$214K
RCA
825
Rex Capital Advisors
Rhode Island
$213K