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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 %
HWA
326
Hillcrest Wealth Advisors
New Jersey
$4.64M -$566K -3,569 -11%
ZB
327
Zions Bancorporation
Utah
$4.61M -$184K -1,160 -4%
TWM
328
Tradition Wealth Management
Minnesota
$4.56M +$3.76M +23,720 +470%
OFS
329
Oldfather Financial Services
Nebraska
$4.47M +$166K +1,023 +4%
AWM
330
AE Wealth Management
Kansas
$4.42M +$594K +3,745 +16%
CA
331
Cornerstone Advisory
Maryland
$4.36M -$72K -454 -2%
EIC
332
Equity Investment Corp
Georgia
$4.31M -$1.21M -7,601 -22%
AWA
333
Alta Wealth Advisors
Massachusetts
$4.3M -$32K -202 -0.7%
SC
334
Sepio Capital
Utah
$4.3M
BFM
335
Broadview Financial Management
Wisconsin
$4.28M -$50.9K -321 -1%
DPI
336
Diversified Portfolios Inc
Michigan
$4.18M -$75.5K -476 -2%
IC
337
Innealta Capital
Texas
$4.18M +$2.51M +15,841 +151%
SFG
338
Sage Financial Group
Pennsylvania
$4.16M -$18.7K -118 -0.4%
Dodge & Cox
339
Dodge & Cox
California
$4.12M -$9.44M -59,500 -70%
AAM
340
Aureus Asset Management
Massachusetts
$4.1M
QCM
341
Quest Capital Management
Texas
$4.06M -$210K -1,324 -5%
AMG
342
Asset Management Group
Connecticut
$4.05M -$188K -1,185 -4%
OC
343
Oppenheimer & Co
New York
$4.03M +$358K +2,258 +10%
WAM
344
Wakefield Asset Management
Colorado
$4.02M +$37.6K +237 +0.9%
MFG
345
Magnus Financial Group
New York
$4.01M -$1.18M -7,430 -23%
SGDR
346
SPX Gestao de Recursos
Brazil
$4M +$4M +25,200 New
CS
347
Credit Suisse
Switzerland
$3.91M -$16.9M -106,669 -81%
AIC
348
Ameritas Investment Company
Nebraska
$3.9M +$3M +17,931 +335%
GVAG
349
Great Valley Advisor Group
Delaware
$3.9M +$2M +12,776 +106%
SHWM
350
Smith & Howard Wealth Management
Georgia
$3.83M -$86.8K -547 -2%