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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 %
FAIM
651
Financial Advocates Investment Management
Washington
$916K -$119K -761 -12%
JIC
652
Joel Isaacson & Co
New York
$914K +$94K +600 +11%
HC
653
Hoese & Co
Minnesota
$902K
AWS
654
AJ Wealth Strategies
New York
$900K
GG
655
Gofen & Glossberg
Illinois
$896K +$4.54K +29 +0.5%
AAS
656
Annex Advisory Services
Wisconsin
$892K -$102K -653 -10%
CWM
657
Connecticut Wealth Management
Connecticut
$892K -$3.45K -22 -0.4%
SFA
658
Sequoia Financial Advisors
Ohio
$890K -$2.23M -14,249 -71%
RCM
659
RNC Capital Management
California
$888K +$282K +1,800 +46%
GFP
660
Gryphon Financial Partners
Ohio
$888K +$888K +5,671 New
FBA
661
Front Barnett Associates
Illinois
$887K -$1.88K -12 -0.2%
B
662
Bailard
California
$884K
MLL
663
Moody Lynn & Lieberson
Massachusetts
$867K +$867K +5,540 New
CCM
664
Coldstream Capital Management
Washington
$865K +$415K +3,375 +92%
CBN
665
Cadence Bank NA
Texas
$861K -$44.3K -283 -5%
MSFS
666
Main Street Financial Solutions
Pennsylvania
$853K +$13.5K +86 +2%
MCA
667
Magnolia Capital Advisors
Mississippi
$850K +$627K +4,010 +282%
WF
668
Welch & Forbes
Massachusetts
$849K
CTC
669
Central Trust Company
Missouri
$845K
PMFA
670
Plante Moran Financial Advisors
Michigan
$840K +$117K +745 +16%
SCA
671
STALEY CAPITAL ADVISERS
Pennsylvania
$839K +$157 +1 +0%
AW
672
ACG Wealth
Georgia
$832K +$313 +2 +0%
SFP
673
Strategic Financial Partners
Oregon
$819K -$29.8K -190 -4%
DWM
674
Darwin Wealth Management
Florida
$814K +$150K +956 +23%
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$810K +$13.3K +85 +2%