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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 %
RIM
676
Rockbridge Investment Management
New York
$806K -$3.29K -21 -0.4%
SFG
677
Summit Financial Group
West Virginia
$806K +$35.2K +225 +5%
GSIS
678
Global Strategic Investment Solutions
Arizona
$805K
MWP
679
MYCIO Wealth Partners
Pennsylvania
$800K
SCI
680
S&CO Inc
Massachusetts
$790K
VCA
681
Verdence Capital Advisors
Maryland
$786K +$45.1K +288 +6%
KFI
682
Key Financial Inc
Pennsylvania
$784K
WPA
683
West Paces Advisors
Georgia
$770K +$11.1K +71 +1%
CAAS
684
Capital Asset Advisory Services
Michigan
$767K -$14.4K -92 -2%
CTA
685
Chesley Taft & Associates
Illinois
$758K +$225K +1,437 +42%
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$757K -$38.5K -246 -5%
EA
687
Evergreen Advisors
Tennessee
$757K +$194K +1,242 +35%
CC
688
Courier Capital
New York
$756K -$35.2K -225 -4%
HCIA
689
Hochman Cole Investment Advisors
Illinois
$754K
WIC
690
Woodmont Investment Counsel
Tennessee
$752K
WCWM
691
Willow Creek Wealth Management
California
$751K -$29.4K -188 -4%
MGIA
692
Matthew Goff Investment Advisor
Texas
$750K
PWMAG
693
Pinnacle Wealth Management Advisory Group
New Jersey
$744K
GC
694
Gratus Capital
Georgia
$742K +$6.26K +40 +0.9%
OSAM
695
O'Shaughnessy Asset Management
Connecticut
$741K +$494K +3,155 +200%
RPWA
696
Regent Peak Wealth Advisors
Georgia
$740K +$44.6K +285 +6%
RWA
697
RGT Wealth Advisors
Texas
$730K
JF
698
JSF Financial
California
$727K -$5.01K -32 -0.7%
PCA
699
Personal Capital Advisors
California
$727K +$20.2K +129 +3%
CHC
700
City Holding Co
West Virginia
$727K +$199K +1,268 +38%