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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 %
KC
826
Kingfisher Capital
North Carolina
$208K
VWM
827
Vigilare Wealth Management
Arizona
$205K -$747K -7,510 -78%
FA
828
Financial Advisors
Massachusetts
$205K
WF
829
WoodTrust Financial
Wisconsin
$205K +$18.7K +189 +10%
WT
830
Washington Trust
Rhode Island
$205K +$205K +2,067 New
TC
831
TownSquare Capital
Utah
$204K -$50.9K -475 -20%
PFM
832
Parsec Financial Management
North Carolina
$203K -$39.7K -401 -16%
GAM
833
Gemmer Asset Management
California
$203K
WG
834
Watchman Group
Texas
$203K +$203K +2,050 New
FAT
835
First American Trust
California
$202K -$40.1K -404 -17%
BHB
836
Bank Hapoalim BM
Israel
$201K -$50K -503 -20%
MYIA
837
Mount Yale Investment Advisors
Colorado
$201K +$21.5K +216 +12%
KWA
838
KCS Wealth Advisory
California
$200K -$14.3K -144 -7%
CWG
839
Cornerstone Wealth Group
North Carolina
$200K +$200K +2,021 New
ME
840
McIlrath & Eck
Washington
$198K -$2.97K -30 -1%
APWM
841
Atlas Private Wealth Management
New York
$198K
EIP
842
Ellis Investment Partners
Pennsylvania
$194K -$5.84K -62 -3%
RP
843
Rice Partnership
Hawaii
$191K -$128K -1,292 -40%
ACA
844
Aptus Capital Advisors
Alabama
$188K
M
845
MOTCO
Texas
$186K
LWM
846
Liberty Wealth Management
California
$178K +$99 +1 +0.1%
KPW
847
Kore Private Wealth
New York
$169K
APC
848
Aspire Private Capital
North Carolina
$165K -$2.68K -27 -2%
BEAM
849
Baker Ellis Asset Management
Washington
$165K
CG
850
Cutler Group
California
$164K -$1.11M -11,300 -87%