IWD icon

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 %
QI
126
QS Investors
New York
$12.1M -$126K -1,271 -1%
NAM
127
North American Management
Massachusetts
$12M +$3.77M +38,030 +46%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$11.8M +$1.35M +14,255 +13%
CAL
129
Capital Advisors Ltd
Ohio
$11.3M -$166K -1,670 -1%
FCI
130
Financial Counselors Inc
Kansas
$11.2M -$1.02M -10,265 -8%
SQA
131
Simon Quick Advisors
New Jersey
$10.9M -$6.44M -64,959 -37%
CG
132
Corundum Group
Colorado
$10.9M +$50.2K +506 +0.5%
MCM
133
MV Capital Management
Maryland
$10.8M +$406K +4,094 +4%
CA
134
Cetera Advisors
Colorado
$10.7M -$6.6M -67,047 -38%
EWA
135
EP Wealth Advisors
California
$10.7M +$1.6M +16,141 +18%
ECG
136
Edge Capital Group
Georgia
$10.3M -$3.63M -36,634 -26%
NA
137
Nottingham Advisors
New York
$10.3M -$1.4M -13,830 -12%
APP
138
Avantax Planning Partners
Iowa
$10.2M +$7.44M +74,990 +273%
GW
139
GW & Wade
Massachusetts
$10.1M -$682K -6,881 -6%
MIAN
140
Mariner Independent Advisor Network
Kansas
$10.1M -$344K -3,612 -3%
SAM
141
Silvercrest Asset Management
New York
$9.99M -$4.95M -49,945 -33%
WSFS
142
Wilmington Savings Fund Society
Delaware
$9.77M +$771K +7,777 +9%
ANTB
143
AMG National Trust Bank
Colorado
$9.75M -$567K -5,717 -5%
CP
144
Covenant Partners
Tennessee
$9.72M +$1.74M +17,509 +22%
MBT
145
Montecito Bank & Trust
California
$9.65M -$1.4M -14,080 -13%
SWM
146
Segment Wealth Management
Texas
$9.58M -$407K -4,108 -4%
BC
147
Brinker Capital
Pennsylvania
$9.41M -$6.55M -66,089 -41%
GIA
148
GHP Investment Advisors
Colorado
$9.34M +$180K +1,814 +2%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$9.27M +$2.21M +22,305 +31%
CWC
150
Carolinas Wealth Consulting
North Carolina
$9.19M +$4.16M +41,892 +83%