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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 %
HFP
351
Holistic Financial Partners
Indiana
$3.75M -$119K -752 -3%
KAH
352
Kathryn A. Hall
$3.74M
WFA
353
Wellspring Financial Advisors
Ohio
$3.74M +$476 +3 +0%
AAS
354
Avantax Advisory Services
Texas
$3.73M -$137K -864 -4%
AIM
355
Acropolis Investment Management
Missouri
$3.72M +$33.6K +212 +0.9%
OWM
356
Opes Wealth Management
California
$3.72M -$829K -5,225 -18%
JFG
357
JMG Financial Group
Illinois
$3.67M -$21.9K -138 -0.6%
RIL
358
Rothschild Investment LLC
Illinois
$3.67M +$53.3K +336 +1%
PFS
359
Prospera Financial Services
Texas
$3.66M +$366K +2,306 +11%
HNB
360
Huntington National Bank
Ohio
$3.66M +$3.66M +7,760 New
BJL
361
Brighton Jones LLC
Washington
$3.63M +$603K +3,802 +20%
Bessemer Group
362
Bessemer Group
New Jersey
$3.61M -$478K -3,014 -12%
CS
363
Comerica Securities
Michigan
$3.61M -$32.4K -204 -0.9%
FPS
364
Fieldpoint Private Securities
Connecticut
$3.6M +$36.9K +228 +1%
BAM
365
Berkshire Asset Management
Pennsylvania
$3.56M -$88.5K -558 -2%
1IA
366
1834 Investment Advisors
Wisconsin
$3.54M -$8.88K -56 -0.3%
Lido Advisors
367
Lido Advisors
California
$3.5M +$306K +1,929 +10%
CWM
368
Cahaba Wealth Management
Georgia
$3.47M -$1.7M -10,602 -33%
SMC
369
Smith, Moore & Co
Missouri
$3.47M +$191K +1,201 +6%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$3.47M +$97.4K +614 +3%
CFA
371
Cahill Financial Advisors
Minnesota
$3.45M -$465K -2,930 -12%
Neuberger Berman Group
372
Neuberger Berman Group
New York
$3.44M -$19.1M -120,537 -85%
MAFM
373
Mid Atlantic Financial Management
Pennsylvania
$3.43M +$548K +3,452 +19%
SIA
374
Stegner Investment Associates
Kentucky
$3.4M -$24.4K -154 -0.7%
HCM
375
HM Capital Management
Missouri
$3.39M -$12.2K -77 -0.4%