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iShares Russell 1000 Value ETF

1,222 hedge funds and large institutions have $41.7B invested in iShares Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 448 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
Holders Change %
0%
% of All Funds
21.46%
Holding in Top 10
91
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.81%
% of All Funds
1.6%
New
75
Increased
448
Reduced
380
Closed
57
Calls
$85.3M
Puts
$160M
Net Calls
-$74.4M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
BI
276
Ballast Inc
Kentucky
$6.17M -$19.6K -125 -0.3%
Millennium Management
277
Millennium Management
New York
$6.15M +$6.15M +39,323 New
SWRP
278
Summit Wealth & Retirement Planning
California
$6.15M +$109K +697 +2%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$6.14M
SFG
280
Sunburst Financial Group
Alabama
$6.12M
HCMT
281
Highland Capital Management (Tennessee)
Tennessee
$6.11M -$265K -1,693 -4%
S
282
SignatureFD
Georgia
$6.08M +$403K +2,574 +7%
KP
283
Keel Point
Alabama
$6.07M -$881K -5,627 -13%
BAAM
284
Baker Avenue Asset Management
California
$6M -$202K -1,290 -3%
CDIA
285
Capital Directions Investment Advisors
Georgia
$6M +$114K +730 +2%
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$5.91M +$684K +4,369 +13%
CG
287
Colony Group
Massachusetts
$5.9M -$244K -1,562 -4%
SIM
288
SSI Investment Management
California
$5.89M +$156K +996 +3%
SBH
289
Segall Bryant & Hamill
Illinois
$5.84M -$164K -1,049 -3%
SFM
290
Signet Financial Management
New Jersey
$5.82M +$5.82M +37,214 New
NP
291
NorthRock Partners
Minnesota
$5.78M -$426K -2,571 -7%
TA
292
TruWealth Advisors
Louisiana
$5.76M +$456K +2,912 +9%
AIA
293
Arbor Investment Advisors
North Carolina
$5.76M +$783K +5,004 +16%
Lido Advisors
294
Lido Advisors
California
$5.64M +$2.19M +14,012 +64%
OPS
295
Orion Portfolio Solutions
Nebraska
$5.56M -$375K -2,397 -6%
SCM
296
SOL Capital Management
Maryland
$5.52M -$470K -3,003 -8%
BAMG
297
Brand Asset Management Group
Missouri
$5.5M -$28.8K -184 -0.5%
TCPWM
298
Traverso Chambers Private Wealth Management
California
$5.4M +$96.1K +614 +2%
SC
299
Sierra Capital
Florida
$5.37M +$165K +1,005 +3%
MPM
300
Meritage Portfolio Management
Kansas
$5.36M -$202K -1,289 -4%