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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 %
SB
876
Strategic Blueprint
Georgia
$75K +$75K +586 New
FFW
877
Fusion Family Wealth
New York
$74K +$35.2K +273 +91%
BWA
878
BDO Wealth Advisors
Florida
$70K
SFA
879
Stewardship Financial Advisors
Georgia
$67K
GWAG
880
Garrett Wealth Advisory Group
Texas
$65.1K +$65.1K +508 New
WPW
881
Winthrop Partners - WNY
New York
$64.1K
BWP
882
Baldwin Wealth Partners
Massachusetts
$64K
BRC
883
Bell Rock Capital
Delaware
$64K
SCA
884
Stonebridge Capital Advisors
Minnesota
$63K +$3.7K +29 +6%
WCM
885
Whitener Capital Management
North Carolina
$62K
SL
886
Salomon & Ludwin
Virginia
$61K
TCOV
887
Trust Company of Vermont
Vermont
$60K
MIM
888
Macroview Investment Management
Maryland
$59K -$22.2K -173 -27%
TCM
889
TD Capital Management
Tennessee
$58K
WC
890
Weil Company
California
$58K +$58K +452 New
EWM
891
Endurance Wealth Management
Rhode Island
$57K
LF
892
Lee Financial
Texas
$56K -$377K -2,927 -87%
TF
893
Tompkins Financial
New York
$55K
LWANC
894
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K
FEG
895
Financial Enhancement Group
Indiana
$52K +$52K +408 New
WWM
896
Willingdon Wealth Management
North Carolina
$51K +$21.3K +165 +71%
BWA
897
Burt Wealth Advisors
Maryland
$50K
SA
898
SRH Advisors
Kansas
$47K
AIM
899
Anchor Investment Management
South Carolina
$44.4K
Schroder Investment Management Group
900
Schroder Investment Management Group
United Kingdom
$44K