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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 %
SWM
1001
Selective Wealth Management
Virginia
$96K
SWA
1002
Sutton Wealth Advisors
Florida
$95.1K -$37.5K -275 -28%
AF
1003
Affiance Financial
Minnesota
$87K +$87K +638 New
JFA
1004
JNBA Financial Advisors
Minnesota
$84K
SFPG
1005
Stonebridge Financial Planning Group
Florida
$81K +$81K +591 New
FFW
1006
Fusion Family Wealth
New York
$78K
IWP
1007
IAG Wealth Partners
Wisconsin
$75K +$75K +545 New
VNA
1008
Valley National Advisers
Pennsylvania
$74K -$18.5K -135 -20%
CCM
1009
Cribstone Capital Management
Maine
$74K -$8.22K -60 -10%
WQ
1010
Wealth Quarterback
New Jersey
$72.5K +$72.5K +531 New
SFA
1011
Stewardship Financial Advisors
Georgia
$71K
BWP
1012
Baldwin Wealth Partners
Massachusetts
$68K
BRC
1013
Bell Rock Capital
Delaware
$68K +$272 +2 +0.4%
SCA
1014
Stonebridge Capital Advisors
Minnesota
$67K
BWA
1015
BDO Wealth Advisors
Florida
$66K -$8.27K -61 -11%
SL
1016
Salomon & Ludwin
Virginia
$65K
TCOV
1017
Trust Company of Vermont
Vermont
$64K
TCM
1018
TD Capital Management
Tennessee
$62K
EWM
1019
Endurance Wealth Management
Rhode Island
$62K +$1.09K +8 +2%
CFN
1020
Cordasco Financial Network
Florida
$61K -$133K -970 -69%
RMAM
1021
Raab & Moskowitz Asset Management
New Jersey
$60K +$60K +440 New
SMFS
1022
Squar Milner Financial Services
California
$60K +$60K +441 New
LF
1023
Lee Financial
Texas
$59K
TF
1024
Tompkins Financial
New York
$58K
LWANC
1025
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K