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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 %
FI
626
Financial Insights
Washington
$983K -$30.4K -194 -3%
AWM
627
Altium Wealth Management
New York
$982K
NG
628
Northstar Group
New York
$981K +$157 +1 +0%
CM
629
Columbus Macro
Pennsylvania
$981K +$981K +6,270 New
Vontobel Holding
630
Vontobel Holding
Switzerland
$974K
MWM
631
Mascoma Wealth Management
New Hampshire
$974K +$28.3K +181 +3%
FWM
632
Fairhaven Wealth Management
Illinois
$974K +$258K +1,646 +36%
NFG
633
Next Financial Group
Texas
$973K -$25.5K -163 -3%
SWM
634
Soundmark Wealth Management
Washington
$966K -$17.8K -114 -2%
WC
635
Whitney & Co
New York
$966K +$158K +1,008 +20%
PCMC
636
Paragon Capital Management (Colorado)
Colorado
$965K
HA
637
Harborview Advisors
Maine
$962K -$2.03K -13 -0.2%
RCAMU
638
Rothschild & Co Asset Management US
Connecticut
$961K +$743K +4,748 +341%
NIG
639
NFJ Investment Group
Texas
$957K +$957K +6,113 New
HPA
640
High Probability Advisors
New York
$954K
SC
641
SouthState Corp
Florida
$953K -$89.1K -569 -9%
AAM
642
Autus Asset Management
Arizona
$953K -$34.9K -223 -4%
CWA
643
Core Wealth Advisors
Florida
$947K
EW
644
Evoke Wealth
California
$941K
KFP
645
KB Financial Partners
New Jersey
$935K
ATC
646
Argent Trust Co
Tennessee
$934K +$251K +1,600 +37%
HF
647
Halpern Financial
Virginia
$933K +$225K +1,437 +32%
BCM
648
Brookstone Capital Management
Illinois
$931K +$189K +1,187 +25%
MC
649
Middleton & Co
Massachusetts
$921K -$20.3K -130 -2%
AWE
650
Avidian Wealth Enterprises
Texas
$921K +$1.88K +12 +0.2%