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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 %
WWM
1026
Willingdon Wealth Management
North Carolina
$54K
PIP
1027
Peachtree Investment Partners
Florida
$54K +$54K +399 New
BWA
1028
Burt Wealth Advisors
Maryland
$53K
TA
1029
TFG Advisers
Michigan
$53K +$53K +394 New
SA
1030
SRH Advisors
Kansas
$51K
LGWM
1031
Litman Gregory Wealth Management
California
$50K +$15.9K +117 +47%
MIM
1032
Macroview Investment Management
Maryland
$49K -$14K -102 -22%
WHG
1033
Westwood Holdings Group
Texas
$48K +$48K +349 New
AIM
1034
Anchor Investment Management
South Carolina
$47.2K
WPA
1035
West Paces Advisors
Georgia
$46.7K -$37.4K -274 -44%
Schroder Investment Management Group
1036
Schroder Investment Management Group
United Kingdom
$46K
CFG
1037
CKW Financial Group
Hawaii
$44K +$44K +319 New
HR
1038
Howe & Rusling
New York
$43K
ONST
1039
Old North State Trust
North Carolina
$42K
CB
1040
CNB Bank
Pennsylvania
$42K +$14K +102 +50%
CI
1041
Cordant Inc
Oregon
$42K +$42K +309 New
SFSIG
1042
San Francisco Sentry Investment Group
California
$40K
AA
1043
AlphaMark Advisors
Kentucky
$38K
JPLA
1044
Joseph P. Lucia & Associates
New York
$38K
KPCM
1045
Kings Point Capital Management
New York
$37K
RMC
1046
Resources Management Corp
Connecticut
$36K
MRCM
1047
M&R Capital Management
New Jersey
$35K -$2.02K -15 -5%
IFWM
1048
Institute for Wealth Management
Colorado
$35K +$35K +254 New
BWL
1049
Bogart Wealth LLC
Virginia
$34K
JHCP
1050
Jackson Hole Capital Partners
Oklahoma
$34K