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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 %
EWM
451
Evercore Wealth Management
New York
$2.18M
AI
452
Atria Investments
North Carolina
$2.17M +$123K +786 +6%
SCA
453
Stillwater Capital Advisors
Pennsylvania
$2.16M -$32.9K -210 -2%
FTS
454
Fifth Third Securities
Ohio
$2.14M +$2.14M +13,691 New
ARC
455
Advisor Resource Council
Texas
$2.14M +$903K +5,765 +73%
PTC
456
Private Trust Company
Ohio
$2.14M -$19.1K -122 -0.9%
SC
457
Savant Capital
Illinois
$2.11M -$46.8K -299 -2%
AI
458
Accredited Investors
Minnesota
$2.11M -$30K -192 -1%
VWA
459
V Wealth Advisors
Kansas
$2.1M -$15K -96 -0.7%
LWCFA
460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.08M
MW
461
Marcum Wealth
Ohio
$2.07M +$1.05M +6,725 +104%
PCG
462
Private Capital Group
Connecticut
$2.07M -$23.5K -150 -1%
5L
463
55I LLC
Massachusetts
$2.06M +$1.37M +8,771 +199%
LAM
464
L2 Asset Management
Massachusetts
$2.05M +$2.05M +13,100 New
Members Trust
465
Members Trust
Florida
$2.05M -$76.3K -480 -4%
CT
466
Coastline Trust
Rhode Island
$2.03M +$120K +765 +6%
CFA
467
Carroll Financial Associates
North Carolina
$2.03M +$134K +856 +7%
KCM
468
Kanawha Capital Management
Virginia
$2.02M +$58.7K +375 +3%
CFG
469
Cooper Financial Group
California
$2.02M -$12.2K -78 -0.6%
WS
470
Wedbush Securities
California
$2.01M +$20.3K +130 +1%
FSA
471
Financial Sense Advisors
California
$2M -$12.1K -77 -0.6%
PFM
472
Phillips Financial Management
Indiana
$1.99M -$7.67K -49 -0.4%
OPCM
473
Osborne Partners Capital Management
California
$1.98M -$52.9K -338 -3%
WAG
474
Winthrop Advisory Group
Massachusetts
$1.97M -$46.2K -295 -2%
GBT
475
Grove Bank & Trust
Florida
$1.93M +$114K +727 +6%