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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 %
NG
201
NatWest Group
United Kingdom
$2.49M -$1.93K -20 -0.1%
WIC
202
Whitegate Investment Counselors
New Hampshire
$2.47M +$2.47M +24,992 New
SC
203
SouthState Corp
Florida
$2.43M +$163K +1,686 +7%
FTIOP
204
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.36M -$128K -1,329 -5%
FUBT
205
First United Bank & Trust
Maryland
$2.36M +$200K +2,070 +9%
BAM
206
Berkshire Asset Management
Pennsylvania
$2.34M -$5.69K -59 -0.2%
FA
207
FCG Advisors
New Jersey
$2.29M +$2.05M +21,267 +880%
HTC
208
Haverford Trust Company
Pennsylvania
$2.14M -$375K -3,883 -15%
NEPWA
209
New England Private Wealth Advisors
Massachusetts
$2.12M +$23.8K +247 +1%
AI
210
Atria Investments
North Carolina
$2.1M +$298K +3,085 +17%
FHA
211
First Horizon Advisors
Tennessee
$2.09M -$39.5K -410 -2%
3AM
212
3D Asset Management
Connecticut
$2.08M -$126K -1,306 -6%
1SB
213
1ST Source Bank
Indiana
$2.04M +$785K +8,138 +63%
I
214
IberiaBank
Louisiana
$2.02M +$52K +539 +3%
EC
215
Estate Counselors
Wisconsin
$1.99M -$37.3K -387 -2%
WTC
216
WhitTier Trust Company
Nevada
$1.99M
RCM
217
Rivernorth Capital Management
Florida
$1.99M +$1.46M +15,175 +281%
OPCM
218
Osborne Partners Capital Management
California
$1.93M -$50.3K -521 -3%
CT
219
Coastline Trust
Rhode Island
$1.93M +$24.1K +250 +1%
MFS
220
MSI Financial Services
Massachusetts
$1.8M +$33.7K +349 +2%
BPB
221
Badgley, Phelps & Bell
Washington
$1.77M -$1.7M -17,609 -49%
NCMW
222
Northern Capital Management (Wisconsin)
Wisconsin
$1.73M +$91.7K +950 +6%
WB
223
Webster Bank
Connecticut
$1.66M -$48.3K -500 -3%
RhumbLine Advisers
224
RhumbLine Advisers
Massachusetts
$1.66M +$349K +3,620 +27%
PFM
225
Phillips Financial Management
Indiana
$1.64M -$27.5K -285 -2%