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iShares Russell 1000 Value ETF

1,222 hedge funds and large institutions have $41.5B invested in iShares Russell 1000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 473 increasing their positions, 380 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+32
Holders Change %
+2.69%
% of All Funds
21.33%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.5%
New
93
Increased
473
Reduced
380
Closed
47
Calls
$109M
Puts
$73.6M
Net Calls
+$35.7M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Segment Wealth Management
Texas
$8.79M
SCG
227
Sonata Capital Group
Washington
$8.73M +$177K +1,114 +2%
BSW
228
Buckingham Strategic Wealth
Missouri
$8.53M -$1M -6,324 -11%
I2I
229
Insight 2811 Inc
Illinois
$8.53M +$177K +1,117 +2%
OFG
230
Oxford Financial Group
Indiana
$8.53M -$30.3K -191 -0.4%
VFA
231
Valeo Financial Advisors
Indiana
$8.37M -$64.4M -405,968 -88%
NA
232
NewEdge Advisors
Louisiana
$8.35M +$1.25M +7,851 +18%
MA
233
Montag & Associates
Georgia
$8.32M +$766K +4,828 +10%
XF
234
XML Financial
Maryland
$8.3M +$588K +3,709 +8%
CPIG
235
Chicago Partners Investment Group
Illinois
$8.29M +$111K +694 +1%
WMSA
236
Weiss Multi-Strategy Advisers
New York
$8.22M +$8.22M +51,806 New
NCG
237
Newport Capital Group
New Jersey
$8.2M +$3.47M +21,869 +73%
PRWA
238
Platte River Wealth Advisors
Colorado
$8.14M +$316K +1,994 +4%
VWA
239
Visionary Wealth Advisors
Illinois
$8.11M +$537K +3,385 +7%
MIAN
240
Mariner Independent Advisor Network
Kansas
$7.98M -$1.51M -9,541 -16%
WW
241
Westshore Wealth
California
$7.98M +$646K +4,073 +9%
SQA
242
Simon Quick Advisors
New Jersey
$7.96M +$1.22M +7,676 +18%
PI
243
PineBridge Investments
New York
$7.76M -$615K -3,875 -7%
Citadel Advisors
244
Citadel Advisors
Florida
$7.74M +$6.22M +39,209 +408%
Franklin Resources
245
Franklin Resources
California
$7.66M
CCT
246
Chemung Canal Trust
New York
$7.59M +$589K +3,715 +8%
E
247
Ergoteles
New York
$7.57M +$7.57M +47,691 New
AGA
248
Accuvest Global Advisors
Utah
$7.54M -$435K -2,742 -5%
NL
249
NEPC LLC
Massachusetts
$7.44M +$7.44M +46,919 New
PA
250
Parallel Advisors
California
$7.44M +$132K +831 +2%