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iShares Russell 1000 Value ETF

990 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 447 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-116
Holders Change %
-10.49%
% of All Funds
21.87%
Holding in Top 10
82
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.31%
% of All Funds
1.81%
New
67
Increased
307
Reduced
447
Closed
165
Calls
$31M
Puts
$105M
Net Calls
-$74.4M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
FFW
901
Fusion Family Wealth
New York
$57K
IWP
902
IAG Wealth Partners
Wisconsin
$55K
CCM
903
Cribstone Capital Management
Maine
$54K
TF
904
TimeScale Financial
Massachusetts
$52K -$619K -6,342 -92%
BWP
905
Baldwin Wealth Partners
Massachusetts
$50K
RFM
906
Royal Fund Management
Florida
$49K -$92.7K -938 -65%
EK
907
Evensky & Katz
Florida
$48K -$32.2K -323 -40%
WQ
908
Wealth Quarterback
New Jersey
$47.2K -$5.46K -55 -10%
SCA
909
Stonebridge Capital Advisors
Minnesota
$47K -$2.51K -25 -5%
SL
910
Salomon & Ludwin
Virginia
$47K
TCOV
911
Trust Company of Vermont
Vermont
$47K
AA
912
AlphaMark Advisors
Kentucky
$46K +$18K +180 +64%
EWM
913
Endurance Wealth Management
Rhode Island
$45K
TCM
914
TD Capital Management
Tennessee
$45K
CFN
915
Cordasco Financial Network
Florida
$44K
HWA
916
HHM Wealth Advisors
Tennessee
$44K +$44K +442 New
LF
917
Lee Financial
Texas
$43K
SMFS
918
Squar Milner Financial Services
California
$43K
TF
919
Tompkins Financial
New York
$42K
HR
920
Howe & Rusling
New York
$42K +$11K +112 +36%
BBHC
921
Brown Brothers Harriman & Co
New York
$41K -$66.6K -674 -62%
SFPG
922
Stonebridge Financial Planning Group
Florida
$41K -$21K -200 -34%
LWANC
923
Laurel Wealth Advisors (North Carolina)
North Carolina
$41K
PIP
924
Peachtree Investment Partners
Florida
$39K
BWA
925
Burt Wealth Advisors
Maryland
$38K -$802 -8 -2%