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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 %
AGA
326
Accuvest Global Advisors
Utah
$4.4M -$3.16M -19,878 -42%
CL
327
CSS LLC
Illinois
$4.38M +$1.58M +10,100 +56%
BJL
328
Brighton Jones LLC
Washington
$4.37M +$789K +5,042 +22%
ZB
329
Zions Bancorporation
Utah
$4.34M -$208K -1,327 -5%
BP
330
Ballentine Partners
Massachusetts
$4.31M +$2.5M +16,005 +139%
HDIM
331
Hanson & Doremus Investment Management
Vermont
$4.3M +$56.3K +360 +1%
CA
332
Cornerstone Advisory
Maryland
$4.3M -$5.16K -33 -0.1%
BFM
333
Broadview Financial Management
Wisconsin
$4.29M +$69.3K +443 +2%
AWA
334
Alta Wealth Advisors
Massachusetts
$4.27M +$18.5K +118 +0.4%
SC
335
Sepio Capital
Utah
$4.26M +$24.1K +154 +0.6%
IC
336
Innealta Capital
Texas
$4.13M
DPI
337
Diversified Portfolios Inc
Michigan
$4.12M -$5.01K -32 -0.1%
AWM
338
AE Wealth Management
Kansas
$4.04M -$316K -2,019 -7%
AAM
339
Aureus Asset Management
Massachusetts
$4.04M
AIC
340
Ameritas Investment Company
Nebraska
$4.02M +$380K +2,425 +10%
WAM
341
Wakefield Asset Management
Colorado
$4M +$23.8K +152 +0.6%
QCM
342
Quest Capital Management
Texas
$3.95M -$62.9K -402 -2%
RTL
343
Red Tortoise LLC
Georgia
$3.9M +$3.9M +28,682 New
GVAG
344
Great Valley Advisor Group
Delaware
$3.89M +$6.73K +43 +0.2%
AMG
345
Asset Management Group
Connecticut
$3.86M -$131K -836 -3%
PA
346
Procyon Advisors
Connecticut
$3.83M -$879K -5,616 -19%
AAS
347
Avantax Advisory Services
Texas
$3.82M +$133K +847 +4%
MAFM
348
Mid Atlantic Financial Management
Pennsylvania
$3.8M +$411K +2,629 +12%
RIL
349
Rothschild Investment LLC
Illinois
$3.77M +$147K +938 +4%
SHWM
350
Smith & Howard Wealth Management
Georgia
$3.73M -$49.3K -315 -1%