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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 %
TA
301
TruWealth Advisors
Louisiana
$5.37M +$5.1M +32,169 +1,889%
Capital Fund Management (CFM)
302
Capital Fund Management (CFM)
France
$5.35M +$2.86M +18,028 +115%
MCWS
303
McKinley Carter Wealth Services
West Virginia
$5.33M -$212K -1,334 -4%
Kayne Anderson Rudnick Investment Management
304
Kayne Anderson Rudnick Investment Management
California
$5.29M +$1.02M +6,441 +24%
TFCP
305
Twin Focus Capital Partners
Massachusetts
$5.21M +$5.21M +32,823 New
ACP
306
Aveo Capital Partners
Colorado
$5.2M +$5.2M +32,790 New
NNP
307
Nachman Norwood & Parrott
South Carolina
$5.2M -$160K -1,007 -3%
ASW
308
Astoria Strategic Wealth
Texas
$5.2M -$127K -798 -2%
HCA
309
Harbour Capital Advisors
Virginia
$5.12M +$4.76K +30 +0.1%
AIA
310
Arbor Investment Advisors
North Carolina
$5.04M -$82.6K -521 -2%
SC
311
Sierra Capital
Florida
$5.02M -$151K -950 -3%
PWPS
312
Pinnacle Wealth Planning Services
Ohio
$5M +$42.4K +267 +0.9%
AIFAIM
313
American Institute for Advanced Investment Management
Arizona
$4.99M +$237K +1,491 +5%
FHB
314
First Hawaiian Bank
Hawaii
$4.93M -$286K -1,804 -5%
A
315
AdvicePeriod
California
$4.91M +$97.6K +615 +2%
IWM
316
IHT Wealth Management
Illinois
$4.86M -$198K -1,249 -4%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$4.86M +$13K +82 +0.3%
CI
318
Cambiar Investors
Colorado
$4.85M +$25.5K +161 +0.5%
ATPW
319
Ashton Thomas Private Wealth
Arizona
$4.83M +$688K +4,337 +17%
MAS
320
Managed Account Services
Florida
$4.81M -$1.11K -7 -0%
PA
321
Procyon Advisors
Connecticut
$4.77M +$3.83M +24,135 +405%
HR
322
Hardy Reed
Mississippi
$4.71M
EIG
323
Ellenbecker Investment Group
Wisconsin
$4.68M -$1.9M -12,006 -29%
GIA
324
Gladstone Institutional Advisory
Florida
$4.65M +$488K +3,074 +12%
CB
325
Community Bank
New York
$4.65M -$75K -473 -2%