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iShares Russell 1000 Value ETF

435 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
12.57%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
2.2%
New
43
Increased
171
Reduced
137
Closed
37
Calls
$4.26M
Puts
$2.47M
Net Calls
+$1.79M
Net Calls Change
+$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
Segment Wealth Management
Texas
$8.21M -$6.56K -68 -0.1%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$7.96M +$7.96M +81,879 New
MFP
128
Mosaic Financial Partners
California
$7.84M -$310K -3,213 -4%
CCMH
129
Cornerstone Capital Management Holdings
New York
$7.81M +$7.81M +80,946 New
AL
130
Aspiriant LLC
California
$7.69M +$2.15M +22,274 +39%
TC
131
Telemus Capital
Michigan
$7.67M +$1.2M +12,405 +19%
SMM
132
Stadion Money Management
Georgia
$7.53M +$117K +1,214 +2%
HFS
133
HL Financial Services
Kentucky
$7.35M +$39.1K +405 +0.5%
Mariner
134
Mariner
Kansas
$7.16M +$1.91M +19,829 +36%
FNBOO
135
First National Bank of Omaha
Nebraska
$7.11M +$297K +3,073 +4%
RJT
136
Raymond James Trust
Florida
$6.96M +$2.63M +27,255 +61%
PFBT
137
Parkside Financial Bank & Trust
Missouri
$6.73M +$484K +5,012 +8%
P
138
Pitcairn
Pennsylvania
$6.62M -$177K -1,838 -3%
AIA
139
Arbor Investment Advisors
North Carolina
$6.61M +$332K +3,441 +5%
RCAG
140
Rehmann Capital Advisory Group
Michigan
$6.43M +$608K +6,298 +10%
CCWA
141
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.42M +$201K +2,088 +3%
MPM
142
Meritage Portfolio Management
Kansas
$5.95M -$8.87M -91,908 -60%
PAG
143
Private Advisor Group
New Jersey
$5.89M -$61.9K -641 -1%
AMG
144
Asset Management Group
Connecticut
$5.73M -$11.9K -123 -0.2%
RTS
145
Round Table Services
New Jersey
$5.7M -$358K -3,709 -6%
CFS
146
Community Financial System
New York
$5.62M -$25.8K -267 -0.5%
IH
147
IFC Holdings
Florida
$5.53M +$1.31M +13,755 +31%
WSFS
148
Wilmington Savings Fund Society
Delaware
$5.35M +$617K +6,392 +13%
LNC
149
Lincoln National Corp
Pennsylvania
$5.35M +$735K +7,621 +16%
NPC
150
National Planning Corporation
California
$5.29M +$1.86M +19,180 +54%