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iShares Russell 1000 Value ETF

1,190 hedge funds and large institutions have $39.7B invested in iShares Russell 1000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 437 increasing their positions, 372 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,190
Holders Change
+43
Holders Change %
+3.75%
% of All Funds
20.95%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.6%
New
121
Increased
437
Reduced
372
Closed
67
Calls
$117M
Puts
$103M
Net Calls
+$14.3M
Net Calls Change
-$49.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Boston Partners
476
Boston Partners
Massachusetts
$1.77M -$7.19M -47,412 -80%
VCM
477
Vivaldi Capital Management
Illinois
$1.77M +$125K +779 +8%
LWAC
478
Laurel Wealth Advisors (California)
California
$1.73M -$51.8K -342 -3%
AWA
479
Arkadios Wealth Advisors
Georgia
$1.73M +$97.9K +646 +6%
KCM
480
Kanawha Capital Management
Virginia
$1.7M +$90.2K +595 +6%
HS
481
Horan Securities
United States
$1.69M -$203K -1,339 -11%
PWM
482
Perigon Wealth Management
California
$1.68M +$26.8K +177 +2%
CSPIA
483
Cary Street Partners Investment Advisory
Virginia
$1.68M +$210K +1,384 +14%
RRAM
484
River Road Asset Management
Kentucky
$1.67M +$1.67M +11,026 New
WWM
485
Western Wealth Management
Colorado
$1.66M +$248K +1,635 +17%
HNB
486
Huntington National Bank
Ohio
$1.64M -$1.1M
IC
487
IEQ Capital
California
$1.63M -$90.2K -595 -5%
APA
488
American Portfolios Advisors
New York
$1.62M +$707K +4,668 +77%
CAM
489
Carret Asset Management
New York
$1.62M +$45.6K +301 +3%
GBT
490
Grove Bank & Trust
Florida
$1.61M
GG
491
GenWealth Group
New Jersey
$1.6M -$763K -5,039 -32%
RC
492
Rinet Company
Massachusetts
$1.6M +$213K +1,407 +15%
TSW
493
Thompson Siegel & Walmsley
Virginia
$1.6M +$345K +2,277 +28%
IC
494
Innealta Capital
Texas
$1.6M +$1.6M +10,522 New
JWA
495
JFS Wealth Advisors
Pennsylvania
$1.59M -$32.3K -213 -2%
TNA
496
True North Advisors
Texas
$1.58M -$14.5K -96 -0.9%
EW
497
Evoke Wealth
California
$1.57M +$1.43M +9,431 +1,005%
BP
498
BBR Partners
New York
$1.57M
WFA
499
WestHill Financial Advisors
California
$1.56M -$201K -1,325 -11%
WG
500
Watchman Group
Texas
$1.56M