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iShares Russell 1000 Value ETF

985 hedge funds and large institutions have $26.9B invested in iShares Russell 1000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 275 increasing their positions, 460 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-5
Holders Change %
-0.51%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.85%
% of All Funds
1.42%
New
88
Increased
275
Reduced
460
Closed
85
Calls
$76.6M
Puts
$113M
Net Calls
-$36.5M
Net Calls Change
+$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AL
201
Aspiriant LLC
California
$5.49M -$927K -8,233 -14%
BI
202
Ballast Inc
Kentucky
$5.48M -$113K -1,005 -2%
RhumbLine Advisers
203
RhumbLine Advisers
Massachusetts
$5.46M +$1.3M +11,527 +31%
BOS
204
Bingham Osborn & Scarborough
California
$5.46M -$138K -1,226 -2%
Fiera Capital (Canada)
205
Fiera Capital (Canada)
Quebec, Canada
$5.41M +$1.46K +13 +0%
Franklin Resources
206
Franklin Resources
California
$5.41M +$1.4M +11,840 +35%
IWAG
207
Integer Wealth Advisors Group
Georgia
$5.39M +$56.6K +509 +1%
GT
208
Glenmede Trust
Pennsylvania
$5.39M -$1.12M -9,958 -17%
FA
209
FC Advisory
Pennsylvania
$5.38M +$3.83K +34 +0.1%
BAAM
210
Baker Avenue Asset Management
California
$5.28M +$2.22M +19,678 +72%
Loomis, Sayles & Company
211
Loomis, Sayles & Company
Massachusetts
$5.27M
MPM
212
Meritage Portfolio Management
Kansas
$5.26M +$1.35M +12,005 +35%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$5.22M +$1.15M +10,218 +28%
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$5.17M +$871K +7,733 +20%
WTC
215
WhitTier Trust Company
Nevada
$5.15M -$780K -6,926 -13%
SFM
216
Signet Financial Management
New Jersey
$5.11M -$191K -1,570 -4%
WSTAM
217
Wilbanks Smith & Thomas Asset Management
Virginia
$4.95M -$18.8K -167 -0.4%
XF
218
XML Financial
Maryland
$4.94M -$59K -524 -1%
BSW
219
Buckingham Strategic Wealth
Missouri
$4.91M -$2.14M -18,972 -30%
HCMT
220
Highland Capital Management (Tennessee)
Tennessee
$4.86M -$93.5K -830 -2%
CNC
221
Citizens & Northern Corp
Pennsylvania
$4.84M +$4.34M +38,580 +886%
RIS
222
Retirement Income Solutions
Michigan
$4.83M -$938K -8,327 -16%
GU
223
Georgetown University
District of Columbia
$4.82M +$28.6K +254 +0.6%
CI
224
Cambiar Investors
Colorado
$4.74M -$13.3M -118,170 -74%
TW
225
Towerpoint Wealth
California
$4.72M +$46.9K +416 +1%