IWD icon

iShares Russell 1000 Value ETF

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Shares
Change %
APCM
901
Alaska Permanent Capital Management
Alaska
$50K +$50K +399 New
BWA
902
Burt Wealth Advisors
Maryland
$49K -$17.7K -140 -27%
AA
903
AlphaMark Advisors
Kentucky
$48K
SA
904
SRH Advisors
Kansas
$47K
AIM
905
Anchor Investment Management
South Carolina
$44K
VC
906
Vestor Capital
Illinois
$44K
Schroder Investment Management Group
907
Schroder Investment Management Group
United Kingdom
$43K
TFS
908
TrustCore Financial Services
Tennessee
$41K -$38.1K -297 -48%
AssetMark Inc
909
AssetMark Inc
California
$40K
AOWM
910
Alpha Omega Wealth Management
Virginia
$39K
ONST
911
Old North State Trust
North Carolina
$39K
FFW
912
Fusion Family Wealth
New York
$38K
SFSIG
913
San Francisco Sentry Investment Group
California
$37K
JPLA
914
Joseph P. Lucia & Associates
New York
$35K -$4.37M -34,708 -99%
KPCM
915
Kings Point Capital Management
New York
$35K
QCIG
916
Quad-Cities Investment Group
Iowa
$35K +$35K +277 New
MRCM
917
M&R Capital Management
New Jersey
$34K -$4.08K -33 -11%
MSFP
918
Mark Sheptoff Financial Planning
Connecticut
$33K
LGWM
919
Litman Gregory Wealth Management
California
$32K
HCM
920
Hilton Capital Management
New York
$32K +$32K +253 New
JHCP
921
Jackson Hole Capital Partners
Oklahoma
$31K
TC
922
Trust Company
Kansas
$30K -$22K -170 -42%
WWM
923
Willingdon Wealth Management
North Carolina
$29K -$13.4K -107 -32%
JWM
924
Janiczek Wealth Management
Colorado
$26K
CB
925
CNB Bank
Pennsylvania
$26K