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iShares Russell 1000 Value ETF

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
226
Advisornet Financial
Minnesota
$11M -$2.92M -17,415 -21%
CS
227
Comerica Securities
Michigan
$11M +$2.8M +16,675 +34%
SGCA
228
Steel Grove Capital Advisors
Tennessee
$11M +$11M +65,463 New
EWA
229
EP Wealth Advisors
California
$10.7M -$219K -1,303 -2%
V
230
Veritable
Delaware
$10.6M +$67.8K +404 +0.6%
VWA
231
Visionary Wealth Advisors
Illinois
$10.5M +$428K +2,546 +4%
CWG
232
Cornerstone Wealth Group
North Carolina
$10.5M +$10.1M +60,369 +2,800%
SWP
233
Stratos Wealth Partners
Ohio
$10.5M -$33.4K -199 -0.3%
SWP
234
ShoreHaven Wealth Partners
New Jersey
$10.4M +$106K +632 +1%
NL
235
NWAM LLC
Washington
$10.4M -$193K -1,151 -2%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$10.4M +$5.54M +32,975 +115%
APP
237
Avantax Planning Partners
Iowa
$10.4M -$1.13M -6,740 -10%
Ensign Peak Advisors
238
Ensign Peak Advisors
Utah
$10.2M +$10.2M +61,000 New
NCG
239
Newport Capital Group
New Jersey
$10.2M +$1.1M +6,523 +12%
FA
240
Flagstar Advisors
New York
$10.2M +$99.8K +594 +1%
Eagle Capital Management (New York)
241
Eagle Capital Management (New York)
New York
$10.1M +$10.1M +60,419 New
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1M -$3.02K -18 -0%
NOI
243
Newton One Investments
Delaware
$10.1M +$30.4K +181 +0.3%
HSA
244
HBK Sorce Advisory
Pennsylvania
$9.83M -$106K -630 -1%
Barclays
245
Barclays
United Kingdom
$9.73M +$1.16M +6,890 +13%
SCG
246
Sonata Capital Group
Washington
$9.69M +$47.9K +285 +0.5%
VFA
247
Valeo Financial Advisors
Indiana
$9.47M +$8.06K +48 +0.1%
PRWA
248
Platte River Wealth Advisors
Colorado
$9.3M +$69K +405 +0.7%
XF
249
XML Financial
Maryland
$9.28M +$256K +1,525 +3%
WB
250
West Bancorporation
Iowa
$9.18M +$9.18M +54,657 New