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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 %
VFA
201
Valeo Financial Advisors
Indiana
$5.54M -$402K -3,696 -7%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$5.38M +$1.12M +11,300 +26%
CCT
203
Country Club Trust
Missouri
$5.37M +$3.01M +29,775 +127%
CPIG
204
Chicago Partners Investment Group
Illinois
$5.34M +$224K +2,057 +4%
WB
205
West Bancorporation
Iowa
$5.32M +$148K +1,493 +3%
UWPG
206
Ullmann Wealth Partners Group
Florida
$5.29M +$77.1K +778 +1%
PA
207
Parallel Advisors
California
$5.27M -$1.34M -13,506 -20%
IWAG
208
Integer Wealth Advisors Group
Georgia
$5.25M +$211K +1,923 +4%
WTC
209
WhitTier Trust Company
Nevada
$5.22M -$395K -3,985 -7%
ZIM
210
Zacks Investment Management
Illinois
$5.18M -$12.3M -123,893 -70%
PL
211
Perpetual Ltd
Australia
$5.15M +$5.15M +51,900 New
NIMC
212
NWQ Investment Management Company
California
$5.09M -$13.2M -132,766 -72%
UB
213
UMB Bank
Missouri
$5.09M -$606K -6,108 -11%
RIS
214
Retirement Income Solutions
Michigan
$5.08M -$305K -3,076 -6%
OFG
215
Oxford Financial Group
Indiana
$4.98M -$496K -4,996 -9%
TL
216
TrueWealth LLC
Georgia
$4.93M -$1.59M -16,062 -24%
AWM
217
Argent Wealth Management
Massachusetts
$4.93M -$764K -7,542 -13%
BI
218
Ballast Inc
Kentucky
$4.93M -$78.2K -789 -2%
BOS
219
Bingham Osborn & Scarborough
California
$4.93M +$1.76M +17,770 +56%
Macquarie Group
220
Macquarie Group
Australia
$4.92M -$3.59M -36,149 -42%
I2I
221
Insight 2811 Inc
Illinois
$4.81M -$1.13M -11,349 -19%
TRCT
222
Tower Research Capital (TRC)
New York
$4.79M -$445K -4,484 -8%
PFO
223
Pathstone Family Office
New Jersey
$4.79M +$4.52M +45,618 +1,721%
Fiera Capital (Canada)
224
Fiera Capital (Canada)
Quebec, Canada
$4.77M -$98.2K -990 -2%
AIA
225
Avalon Investment & Advisory
Texas
$4.75M +$4.06M +40,967 +592%