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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 %
BC
1051
Burney Company
Virginia
-$363K -2,660 Closed
Wolverine Trading
1052
Wolverine Trading
Illinois
-$362K -2,660 Closed
FI
1053
FormulaFolio Investments
Michigan
-$359K -2,634 Closed
HIM
1054
Hanlon Investment Management
New Jersey
-$352K -2,580 Closed
OWM
1055
Orgel Wealth Management
Wisconsin
-$351K -2,575 Closed
ECM
1056
Evergreen Capital Management
Washington
-$339K -2,483 Closed
LPT
1057
Legacy Private Trust
Wisconsin
-$333K -2,440 Closed
NWS
1058
Newport Wealth Strategies
California
-$326K -2,401 Closed
DC
1059
Davenport & Co
Virginia
-$327K -2,394 Closed
CCM
1060
Condor Capital Management
New Jersey
-$324K -2,375 Closed
BHBT
1061
Burke & Herbert Bank & Trust
Virginia
-$317K -2,324 Closed
PWM
1062
PBMares Wealth Management
Virginia
-$301K -2,203 Closed
GSIS
1063
Global Strategic Investment Solutions
Arizona
-$300K -2,198 Closed
WA
1064
WealthTrust Axiom
Pennsylvania
-$294K -2,160 Closed
SW
1065
SkyOak Wealth
Michigan
-$293K -2,150 Closed
GC
1066
GFG Capital
Florida
-$286K -2,093 Closed
BFA
1067
Beaumont Financial Advisors
Massachusetts
-$280K -2,054 Closed
TI
1068
Trexquant Investment
Connecticut
-$278K -2,035 Closed
BS
1069
Boenning & Scattergood
Pennsylvania
-$276K -2,023 Closed
RPGK
1070
Retirement Planning Group (Kansas)
Kansas
-$275K -2,015 Closed
RT
1071
Rockland Trust
Massachusetts
-$273K -2,000 Closed
FIM
1072
Fernwood Investment Management
Massachusetts
-$271K -1,986 Closed
PWW
1073
Pettyjohn Wood & White
Virginia
-$270K -1,975 Closed
VWA
1074
Visionary Wealth Advisors
Illinois
-$267K -1,952 Closed
ATWA
1075
Arbor Trust Wealth Advisors
Michigan
-$266K -1,950 Closed