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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 %
AP
951
Advisor Partners
California
$207K +$207K +1,506 New
MFW
952
Meristem Family Wealth
Minnesota
$207K +$207K +1,517 New
BP
953
BBR Partners
New York
$206K +$206K +1,508 New
PWA
954
Peterson Wealth Advisors
Utah
$205K -$181K -1,321 -47%
EWA
955
ERTS Wealth Advisors
Michigan
$205K +$205K +1,503 New
AIP
956
Almanack Investment Partners
Pennsylvania
$203K +$203K +1,490 New
DY
957
Dowling & Yahnke
California
$202K -$57.3K -420 -22%
LWM
958
Laidlaw Wealth Management
New York
$202K +$202K +1,478 New
HWM
959
Howard Wealth Management
Connecticut
$202K +$202K +1,485 New
DWM
960
Darwin Wealth Management
Florida
$201K +$201K +1,472 New
AIA
961
Armor Investment Advisors
North Carolina
$196K
RFM
962
Royal Fund Management
Florida
$195K
FPFS
963
First Personal Financial Services
North Carolina
$195K +$74.5K +547 +62%
EP
964
Eudaimonia Partners
Tennessee
$191K +$191K +1,403 New
MG
965
MilWealth Group
Wisconsin
$180K
TSW
966
Thompson Siegel & Walmsley
Virginia
$174K -$13.8K -101 -7%
NL
967
NKCFO LLC
Illinois
$173K +$173K +1,270 New
KWM
968
Keebeck Wealth Management
Illinois
$169K +$169K +1,241 New
ACM
969
Anfield Capital Management
California
$169K +$169K +1,241 New
RFA
970
Reilly Financial Advisors
California
$165K
THWM
971
Taylor Hoffman Wealth Management
Virginia
$155K -$6.97K -51 -4%
IBOK
972
Independence Bank of Kentucky
Kentucky
$153K
JGIA
973
Jackson Grant Investment Advisers
Connecticut
$153K +$1.23K +9 +0.8%
CWM
974
Cranbrook Wealth Management
Michigan
$152K
BFC
975
Bedel Financial Consulting
Indiana
$150K