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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 %
MC
901
Moors & Cabot
Massachusetts
$248K -$410 -3 -0.2%
BWM
902
Baystate Wealth Management
Massachusetts
$246K -$168K -1,228 -41%
BC
903
Brio Consultants
California
$245K -$681 -5 -0.3%
LWM
904
Liberty Wealth Management
California
$245K +$137 +1 +0.1%
PPCM
905
Pillar Pacific Capital Management
California
$244K -$1.23K -9 -0.5%
SIC
906
Salem Investment Counselors
North Carolina
$243K +$151K +1,111 +165%
MYIA
907
Mount Yale Investment Advisors
Colorado
$241K -$81.1K -608 -25%
PBO
908
Peoples Bank (Ohio)
Ohio
$240K +$12K +88 +5%
BA
909
Bristlecone Advisors
Washington
$240K +$240K +1,757 New
KA
910
Kovack Advisors
Florida
$239K -$64.8K -475 -21%
CIBC World Market
911
CIBC World Market
Ontario, Canada
$239K +$239K +1,750 New
PA
912
PFG Advisors
Arizona
$236K -$27.1K -199 -10%
JSL
913
JT Stratford LLC
Georgia
$236K +$236K +1,728 New
MCA
914
Magnolia Capital Advisors
Mississippi
$236K +$236K +1,734 New
PWP
915
Principle Wealth Partners
Connecticut
$235K -$73.8K -540 -24%
FFBTD
916
First Financial Bank - Trust Division
Ohio
$233K
RMCM
917
Reynders McVeigh Capital Management
Massachusetts
$233K
KPW
918
Kore Private Wealth
New York
$232K +$15.3K +112 +7%
APC
919
Aspire Private Capital
North Carolina
$230K +$3.68K +27 +2%
LOPW
920
Live Oak Private Wealth
North Carolina
$230K +$230K +1,688 New
NIA
921
Northstar Investment Advisors
Colorado
$229K
MPCG
922
Matrix Private Capital Group
New York
$229K +$229K +1,679 New
BA
923
Baugh & Associates
Georgia
$228K -$4.1K -30 -2%
Luther King Capital Management (LKCM)
924
Luther King Capital Management (LKCM)
Texas
$228K -$214K
BEAM
925
Baker Ellis Asset Management
Washington
$227K -$94.6K -693 -29%