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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 %
MC
651
Middleton & Co
Massachusetts
$954K +$207K +1,307 +28%
KFP
652
KB Financial Partners
New Jersey
$948K
AWE
653
Avidian Wealth Enterprises
Texas
$932K +$4.92K +31 +0.5%
CBN
654
Cadence Bank NA
Texas
$917K -$38.5K -243 -4%
MWM
655
Meridian Wealth Management
Kentucky
$917K -$7.45K -47 -0.8%
HC
656
Hoese & Co
Minnesota
$915K
AWS
657
AJ Wealth Strategies
New York
$912K -$171K -1,078 -16%
AIP
658
Ameritas Investment Partners
Nebraska
$911K +$398K +2,509 +78%
CWM
659
Connecticut Wealth Management
Connecticut
$907K -$25.5M -160,509 -97%
GG
660
Gofen & Glossberg
Illinois
$904K
FBA
661
Front Barnett Associates
Illinois
$901K -$793 -5 -0.1%
B
662
Bailard
California
$896K -$140K -880 -13%
TI
663
Trexquant Investment
Connecticut
$896K +$568K +3,580 +173%
SCA
664
Snowden Capital Advisors
New York
$866K +$477K +3,010 +123%
BW
665
Bison Wealth
Georgia
$862K -$83.1K -524 -9%
WF
666
Welch & Forbes
Massachusetts
$860K -$624K -3,936 -42%
SFP
667
Strategic Financial Partners
Oregon
$860K +$122K +767 +16%
CTC
668
Central Trust Company
Missouri
$856K -$8.4K -53 -1%
CPFP
669
Clear Perspectives Financial Planning
Ohio
$854K +$769K +4,851 +907%
MSFS
670
Main Street Financial Solutions
Pennsylvania
$851K -$2.38K -15 -0.3%
SCA
671
STALEY CAPITAL ADVISERS
Pennsylvania
$850K -$159 -1 -0%
AW
672
ACG Wealth
Georgia
$842K +$73.4K +463 +10%
NAM
673
NTV Asset Management
West Virginia
$833K +$133K +839 +19%
JIC
674
Joel Isaacson & Co
New York
$831K +$38.7K +244 +5%
EFS
675
Essex Financial Services
Connecticut
$829K