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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 %
PWM
501
Perigon Wealth Management
California
$1.78M +$26.5K +167 +2%
CWP
502
CFM Wealth Partners
Texas
$1.77M -$99.4K -627 -5%
VFP
503
Verus Financial Partners
Virginia
$1.74M -$62.7K -399 -3%
DWM
504
Dakota Wealth Management
Florida
$1.74M +$343K +2,165 +25%
AUB
505
Atlantic Union Bankshares
Virginia
$1.71M +$1.71M +10,796 New
Wellington Management Group
506
Wellington Management Group
Massachusetts
$1.7M -$2.02M -12,745 -54%
BWM
507
Baystate Wealth Management
Massachusetts
$1.7M +$111K +697 +7%
CCA
508
Childress Capital Advisors
Texas
$1.68M -$2.85M -18,006 -63%
GG
509
GenWealth Group
New Jersey
$1.68M
RC
510
Rinet Company
Massachusetts
$1.67M +$1.75K +11 +0.1%
SSB
511
Sandy Spring Bank
Maryland
$1.67M +$210K +1,323 +14%
JWA
512
JFS Wealth Advisors
Pennsylvania
$1.66M -$4.6K -29 -0.3%
BP
513
BBR Partners
New York
$1.64M
CAM
514
Carret Asset Management
New York
$1.63M -$65.7K -414 -4%
IC
515
Intersect Capital
California
$1.62M +$114K +719 +8%
FLPIM
516
F.L. Putnam Investment Management
Massachusetts
$1.62M +$388K +2,448 +32%
WG
517
Watchman Group
Texas
$1.61M -$15.9K -100 -1%
BSSFA
518
Baron Silver Stevens Financial Advisors
Florida
$1.61M +$1.61M +10,163 New
CL
519
CPWM LLC
Washington
$1.61M -$1M -6,316 -38%
EI
520
Ellevest Inc
New York
$1.6M -$3.97K -25 -0.2%
PWS
521
Peloton Wealth Strategists
Indiana
$1.6M +$36.2K +228 +2%
SFS
522
Summit Financial Strategies
Ohio
$1.6M +$1.6M +10,057 New
TNA
523
True North Advisors
Texas
$1.59M -$57.1K -360 -3%
TWA
524
TCI Wealth Advisors
Arizona
$1.59M -$2.7K -17 -0.2%
CIA
525
Choate Investment Advisors
Massachusetts
$1.58M