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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 %
HCM
376
HM Capital Management
Missouri
$3.32M -$22.7K -145 -0.7%
MFG
377
Magnus Financial Group
New York
$3.31M -$651K -4,159 -16%
OC
378
Oppenheimer & Co
New York
$3.3M -$676K -4,322 -17%
CWA
379
Cornerstone Wealth Advisors
Minnesota
$3.28M -$25.5K -163 -0.8%
AWP
380
Ascent Wealth Partners
New York
$3.26M +$3.13K +20 +0.1%
OCM
381
One Capital Management
California
$3.25M +$7.67K +49 +0.2%
RM
382
Resource Management
Louisiana
$3.23M
SMC
383
Smith, Moore & Co
Missouri
$3.2M -$225K -1,435 -7%
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$3.18M -$242K -1,547 -7%
CIBC World Market
385
CIBC World Market
Ontario, Canada
$3.17M +$174K +1,113 +6%
OIA
386
OneDigital Investment Advisors
Kansas
$3.16M -$2.66K -17 -0.1%
EWM
387
EPG Wealth Management
Georgia
$3.15M +$26.3K +168 +0.8%
BFG
388
Beacon Financial Group
Texas
$3.14M +$4.93K +31 +0.2%
First Manhattan
389
First Manhattan
New York
$3.14M +$2.85M +18,198 +974%
PO
390
Private Ocean
California
$3.14M +$67.9K +434 +2%
PGFC
391
Peapack-Gladstone Financial Corp
New Jersey
$3.11M -$26K -166 -0.8%
RIA
392
Realta Investment Advisors
Delaware
$3.07M +$39.3K +251 +1%
PA
393
Parkside Advisors
California
$3.07M +$371K +2,369 +14%
Wellington Management Group
394
Wellington Management Group
Massachusetts
$3.05M +$1.37M +8,779 +82%
SWA
395
SOA Wealth Advisors
New York
$3.04M +$14.7K +94 +0.5%
SWM
396
Southern Wealth Management
Texas
$3.03M +$33.8K +216 +1%
IWC
397
Integrated Wealth Concepts
Massachusetts
$3.01M +$96.1K +614 +3%
ATPW
398
Ashton Thomas Private Wealth
Arizona
$2.99M -$1.77M -11,301 -37%
WSFS
399
Wilmington Savings Fund Society
Delaware
$2.99M +$23.8K +152 +0.8%
SLT
400
St Louis Trust
Missouri
$2.98M