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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 %
BHWM
1076
Bay Harbor Wealth Management
Maryland
$19K
BFO
1077
Biltmore Family Office
North Carolina
$19K +$19K +139 New
LPWM
1078
Lake Point Wealth Management
Texas
$17K +$17K +121 New
FWM
1079
Focused Wealth Management
New York
$15K +$1.61K +12 +12%
FWM
1080
Filbrandt Wealth Management
Wisconsin
$15K +$15K +114 New
CICI
1081
Capital Investment Counsel Inc
North Carolina
$14K
RIA
1082
RPG Investment Advisory
California
$14K
SIS
1083
Sound Income Strategies
Florida
$14K
PA
1084
PSI Advisors
Florida
$13K +$13K +96 New
OAJ
1085
Ogorek Anthony Joseph
New York
$12K
SFA
1086
Semmax Financial Advisors
North Carolina
$12K
NSIM
1087
North Star Investment Management
Illinois
$11K
MWC
1088
MBM Wealth Consultants
Missouri
$11K
FDCDDQ
1089
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K
ATC
1090
Adirondack Trust Company
New York
$10K
CA
1091
Centerpoint Advisors
Massachusetts
$10K
TT
1092
TI-Trust
Illinois
$10K +$10K +72 New
LDFR
1093
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
TFA
1094
Toth Financial Advisory
Virginia
$8K
CAW
1095
Cornerstone Advisors (Washington)
Washington
$8K
SFG
1096
Sowa Financial Group
Rhode Island
$7K +$7K +51 New
EAM
1097
Eukles Asset Management
Ohio
$6K
GI
1098
Gradient Investments
Minnesota
$5K -$25.8K -201 -84%
CA
1099
Crewe Advisors
Utah
$5K -$17.7K -131 -78%
GIP
1100
Granite Investment Partners
California
$4K