IWD icon

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 %
NWS
576
Newport Wealth Strategies
California
$1.1M +$1.1M +7,245 New
IFG
577
Investors Financial Group
Minnesota
$1.09M -$21.4K -141 -2%
SIC
578
Sigma Investment Counselors
Michigan
$1.09M
BRWA
579
B. Riley Wealth Advisors
Florida
$1.09M +$139K +916 +15%
EWM
580
Echo Wealth Management
Minnesota
$1.09M -$238K -1,568 -18%
WIC
581
Whitegate Investment Counselors
New Hampshire
$1.09M -$2.01M -13,297 -65%
JFA
582
Johanson Financial Advisors
California
$1.09M +$4.5K +29 +0.4%
CBA
583
Coastal Bridge Advisors
Connecticut
$1.08M
FFA
584
Fragasso Financial Advisors
Pennsylvania
$1.08M -$48.9K -323 -4%
TFO
585
Tarbox Family Office
California
$1.08M
NGA
586
Naples Global Advisors
Florida
$1.08M +$263K +1,735 +32%
LCOV
587
London Company of Virginia
Virginia
$1.07M -$19.7M -130,189 -95%
CWS
588
Cypress Wealth Services
California
$1.06M -$13.8K -91 -1%
TP
589
Tranquility Partners
Tennessee
$1.06M +$606 +4 +0.1%
NHC
590
Nicholas Hoffman & Company
Georgia
$1.06M -$33.6K -222 -3%
SC
591
SouthState Corp
Florida
$1.05M -$25.3K -167 -2%
FMTC
592
Farmers & Merchants Trust Company
California
$1.05M -$31.7K -209 -3%
LWP
593
Legacy Wealth Planning
Nevada
$1.04M -$178K -1,172 -15%
WB
594
WesBanco Bank
West Virginia
$1.04M +$1.04M +6,864 New
AWS
595
AJ Wealth Strategies
New York
$1.03M
ADL
596
Asset Dedication LLC
California
$1.02M -$10.3K -68 -1%
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$1.02M +$64.4K +425 +7%
FUBT
598
First United Bank & Trust
Maryland
$1.02M -$167K -1,100 -14%
ETC
599
Exchange Traded Concepts
Oklahoma
$1.01M -$67.3K -444 -6%
GC
600
Garde Capital
Washington
$1.01M