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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 %
KA
926
Klingman & Associates
New York
$227K +$227K +1,660 New
CAMG
927
CWA Asset Management Group
Florida
$226K -$58.5K -429 -21%
RCA
928
Rex Capital Advisors
Rhode Island
$226K
NEPPG
929
New England Professional Planning Group
Rhode Island
$226K +$226K +1,653 New
JSC
930
Jackson Square Capital
California
$226K +$226K +1,658 New
BS
931
Banco Santander
Spain
$225K -$861K -6,316 -79%
AFAS
932
Acorn Financial Advisory Services
Virginia
$225K +$225K +1,649 New
CSIC
933
Clifford Swan Investment Counsel
California
$224K
MWM
934
Madison Wealth Management
Ohio
$224K +$224K +1,642 New
IIC
935
Ironwood Investment Counsel
Arizona
$224K +$224K +1,648 New
BIA
936
Bigelow Investment Advisors
Maine
$223K
BO
937
BRR OpCo
Ohio
$222K -$7.65K -56 -3%
TCM
938
Tufton Capital Management
Maryland
$221K
FAM
939
Formidable Asset Management
Ohio
$220K -$41.4K -300 -16%
GT
940
Greenleaf Trust
Michigan
$220K
EWA
941
Exencial Wealth Advisors
Oklahoma
$220K +$273 +2 +0.1%
EWA
942
Evolution Wealth Advisors
Florida
$216K +$216K +1,580 New
AIC
943
Archer Investment Corporation
Indiana
$216K +$115K +1,808 +114%
CPA
944
Clear Perspective Advisors
Illinois
$213K -$78.4K -575 -27%
FHA
945
Flagship Harbor Advisors
Massachusetts
$213K -$28.6K -210 -12%
PCA
946
Providence Capital Advisors
North Carolina
$213K
HBWM
947
Hollow Brook Wealth Management
New York
$213K +$213K +1,560 New
JG
948
Jefferies Group
New York
$212K +$212K +1,554 New
1WA
949
180 Wealth Advisors
Washington
$210K +$210K +1,530 New
CIC
950
Cutler Investment Counsel
Oregon
$208K +$208K +1,525 New