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 %
VC
901
Vestor Capital
Illinois
$44K
HR
902
Howe & Rusling
New York
$40K -$24.6K -193 -38%
ONST
903
Old North State Trust
North Carolina
$39K
SFSIG
904
San Francisco Sentry Investment Group
California
$37K
AA
905
AlphaMark Advisors
Kentucky
$36K -$12.9K -100 -26%
QCIG
906
Quad-Cities Investment Group
Iowa
$36K
JPLA
907
Joseph P. Lucia & Associates
New York
$36K
DP
908
Denver PWM
Colorado
$35.9K +$35.9K +281 New
MRCM
909
M&R Capital Management
New Jersey
$35K
KPCM
910
Kings Point Capital Management
New York
$35K
RMC
911
Resources Management Corp
Connecticut
$34K +$34K +265 New
MSFP
912
Mark Sheptoff Financial Planning
Connecticut
$33K
HCM
913
Hilton Capital Management
New York
$32K
LGWM
914
Litman Gregory Wealth Management
California
$32K
JHCP
915
Jackson Hole Capital Partners
Oklahoma
$32K
BWL
916
Bogart Wealth LLC
Virginia
$32K +$5.98K +46 +23%
GI
917
Gradient Investments
Minnesota
$31K +$26K +201 +515%
TC
918
Trust Company
Kansas
$30K
JWM
919
Janiczek Wealth Management
Colorado
$27K
CB
920
CNB Bank
Pennsylvania
$26K
AssetMark Inc
921
AssetMark Inc
California
$24K -$17K -130 -41%
IF
922
Ironwood Financial
Arizona
$24K
PCTC
923
Perkins Coie Trust Company
Washington
$23K
SFSG
924
Stearns Financial Services Group
North Carolina
$23K
FPB
925
First PREMIER Bank
South Dakota
$22K