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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 %
SWM
376
Spire Wealth Management
Virginia
$3.38M -$324K -2,045 -9%
CWA
377
Cornerstone Wealth Advisors
Minnesota
$3.37M -$8.31K -52 -0.2%
NEPWA
378
New England Private Wealth Advisors
Massachusetts
$3.36M +$257K +1,621 +8%
AWP
379
Ascent Wealth Partners
New York
$3.3M -$161K -1,017 -5%
OCM
380
One Capital Management
California
$3.28M +$165K +1,042 +5%
RM
381
Resource Management
Louisiana
$3.28M -$328K -2,065 -9%
DADC
382
D.A. Davidson & Co
Montana
$3.24M +$248K +1,562 +8%
MA
383
Mutual Advisors
Nebraska
$3.23M +$128K +809 +4%
OIA
384
OneDigital Investment Advisors
Kansas
$3.2M -$254K -1,601 -7%
HDIM
385
Hanson & Doremus Investment Management
Vermont
$3.2M -$42.5K -360 -1%
DCM
386
Dimension Capital Management
Florida
$3.18M
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$3.18M +$5.08K +32 +0.2%
SFA
388
Sequoia Financial Advisors
Ohio
$3.16M -$106K -668 -3%
EWM
389
EPG Wealth Management
Georgia
$3.16M +$98K +618 +3%
SFS
390
Sowell Financial Services
Arkansas
$3.12M +$1.27M +8,001 +68%
PO
391
Private Ocean
California
$3.11M -$337K -2,123 -10%
BFG
392
Beacon Financial Group
Texas
$3.1M -$61.3K -390 -2%
SWM
393
Southern Wealth Management
Texas
$3.09M +$474K +2,935 +18%
AF
394
Allworth Financial
California
$3.08M +$2.63M +16,562 +581%
ACA
395
Affinity Capital Advisors
California
$3.08M -$83.8K -528 -3%
FTUS
396
Flow Traders U.S.
New York
$3.07M -$10.7M -67,548 -78%
RIA
397
Realta Investment Advisors
Delaware
$3.07M +$133K +837 +5%
SWA
398
SOA Wealth Advisors
New York
$3.06M -$198K -1,251 -6%
CIBC World Market
399
CIBC World Market
Ontario, Canada
$3.04M +$391K +2,462 +15%
SB
400
Sunflower Bank
Texas
$3.04M