IWD icon

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 %
APC
826
Aspire Private Capital
North Carolina
$213K
SFP
827
Shepherd Financial Partners
Massachusetts
$210K -$34.9K -273 -14%
BIA
828
Bigelow Investment Advisors
Maine
$210K
CSIC
829
Clifford Swan Investment Counsel
California
$210K
SWM
830
SeaCrest Wealth Management
New York
$210K +$6.94K +54 +3%
NIA
831
Northstar Investment Advisors
Colorado
$209K +$7.61K +61 +4%
TCM
832
Tufton Capital Management
Maryland
$208K
GT
833
Greenleaf Trust
Michigan
$207K -$19.4K -151 -9%
EWA
834
Exencial Wealth Advisors
Oklahoma
$206K -$606K -4,731 -75%
AIC
835
Archer Investment Corporation
Indiana
$203K
KPW
836
Kore Private Wealth
New York
$201K
PCA
837
Providence Capital Advisors
North Carolina
$200K
FMT
838
First Mercantile Trust
Tennessee
$185K -$55.7K -435 -23%
AIA
839
Armor Investment Advisors
North Carolina
$184K
RFM
840
Royal Fund Management
Florida
$183K -$19.5K -153 -10%
CFN
841
Cordasco Financial Network
Florida
$182K -$9.64K -75 -5%
TSW
842
Thompson Siegel & Walmsley
Virginia
$176K -$25.6K -200 -13%
MG
843
MilWealth Group
Wisconsin
$169K
PB
844
Pinnacle Bancorp
Nebraska
$168K
RFA
845
Reilly Financial Advisors
California
$155K +$18.4K +143 +13%
THWM
846
Taylor Hoffman Wealth Management
Virginia
$152K
IBOK
847
Independence Bank of Kentucky
Kentucky
$144K
CWM
848
Cranbrook Wealth Management
Michigan
$143K -$5.14K -40 -3%
JGIA
849
Jackson Grant Investment Advisers
Connecticut
$142K +$895 +7 +0.6%
BFC
850
Bedel Financial Consulting
Indiana
$141K