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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 %
SS
701
Simplicity Solutions
Minnesota
$693K -$1.35M -8,938 -66%
WB
702
Webster Bank
Connecticut
$693K -$94.1K -621 -12%
FWM
703
Fairhaven Wealth Management
Illinois
$693K -$10.9K -72 -2%
CAG
704
Crestwood Advisors Group
Massachusetts
$692K -$145K -960 -17%
HTC
705
Haverford Trust Company
Pennsylvania
$692K -$113K -744 -14%
VVP
706
Venture Visionary Partners
Ohio
$690K +$423K +2,794 +158%
SIS
707
SVB Investment Services
Utah
$676K -$133K -875 -16%
TFS
708
TrustCore Financial Services
Tennessee
$675K -$76.4K -504 -10%
BWA
709
Bordeaux Wealth Advisors
California
$674K
HCIA
710
Hochman Cole Investment Advisors
Illinois
$673K
NAM
711
NTV Asset Management
West Virginia
$669K +$211K +1,392 +46%
WC
712
Whitney & Co
New York
$668K +$25.2K +166 +4%
PAM
713
Palisade Asset Management
Minnesota
$666K
PGWM
714
Parisi Gray Wealth Management
New Jersey
$660K +$35.6K +235 +6%
OR
715
Olympiad Research
Connecticut
$657K +$657K +4,336 New
DBT
716
Dubuque Bank & Trust
Iowa
$656K
TWM
717
Titus Wealth Management
California
$655K -$76K -501 -10%
CIP
718
Capital Insight Partners
Arizona
$655K +$42.8K +282 +7%
BWL
719
Bogart Wealth LLC
Virginia
$654K +$29.5K +195 +5%
PCM
720
Pointe Capital Management
Michigan
$653K +$42.9K +283 +7%
PP
721
PrairieView Partners
Minnesota
$649K +$303 +2 +0%
FPCG
722
Fort Pitt Capital Group
Pennsylvania
$648K
FPTW
723
Franklin, Parlapiano, Turner & Welch
Texas
$646K -$111K -730 -15%
FFA
724
Freedman Financial Associates
Massachusetts
$645K
JF
725
JSF Financial
California
$644K +$57.3K +378 +10%