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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 %
BHBT
851
Burke & Herbert Bank & Trust
Virginia
$317K +$317K +2,324 New
EFS
852
Essex Financial Services
Connecticut
$314K -$3.14K -23 -1%
AWM
853
Avondale Wealth Management
Texas
$310K
MWM
854
Meridian Wealth Management
Kentucky
$310K +$9.95K +73 +3%
AF
855
Allworth Financial
California
$310K +$76.2K +558 +33%
BCA
856
Bay Colony Advisors
Massachusetts
$307K +$307K +2,225 New
PWM
857
PBMares Wealth Management
Virginia
$301K +$301K +2,203 New
GSIS
858
Global Strategic Investment Solutions
Arizona
$300K +$136 +1 +0%
NC
859
NovaPoint Capital
Georgia
$295K +$295K +2,164 New
WA
860
WealthTrust Axiom
Pennsylvania
$294K
KWA
861
KCS Wealth Advisory
California
$294K
SW
862
SkyOak Wealth
Michigan
$293K +$293K +2,150 New
EIP
863
Ellis Investment Partners
Pennsylvania
$291K +$1.1K +8 +0.4%
GC
864
Gibson Capital
Pennsylvania
$290K
EI
865
Ellevest Inc
New York
$290K
VCP
866
Verus Capital Partners
Arizona
$288K +$288K +2,113 New
KC
867
Kingfisher Capital
North Carolina
$286K +$4.23K +31 +2%
GC
868
GFG Capital
Florida
$286K +$286K +2,093 New
CHC
869
City Holding Co
West Virginia
$285K -$7.78K -57 -3%
NGA
870
Naples Global Advisors
Florida
$285K +$7.78K +57 +3%
FA
871
Financial Advisors
Massachusetts
$282K
Fisher Asset Management
872
Fisher Asset Management
Washington
$281K -$67.9K -498 -19%
BFA
873
Beaumont Financial Advisors
Massachusetts
$280K -$46.5K -341 -14%
GAM
874
Gemmer Asset Management
California
$279K
TI
875
Trexquant Investment
Connecticut
$278K +$278K +2,035 New