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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 %
GC
701
Gratus Capital
Georgia
$745K
BCM
702
Brookstone Capital Management
Illinois
$742K +$192K +1,206 +35%
JF
703
JSF Financial
California
$741K +$67.1K +423 +10%
RWA
704
RGT Wealth Advisors
Texas
$740K -$30.1K -190 -4%
PMFA
705
Plante Moran Financial Advisors
Michigan
$733K
FMW
706
Farr Miller & Washington
District of Columbia
$731K -$24.9K -157 -3%
OFA
707
Oak Family Advisors
Illinois
$730K +$178K +1,122 +32%
FWM
708
Fairhaven Wealth Management
Illinois
$726K
WB
709
Webster Bank
Connecticut
$726K
Koshinski Asset Management
710
Koshinski Asset Management
Illinois
$721K +$392K +2,472 +119%
GC
711
Guggenheim Capital
Illinois
$719K -$2.36M -14,868 -77%
SPL
712
Smart Portfolios LLC
Washington
$719K +$719K +4,533 New
VVP
713
Venture Visionary Partners
Ohio
$718K -$4.92K -31 -0.7%
HF
714
Halpern Financial
Virginia
$718K -$71.1K -448 -9%
CWM
715
Chesapeake Wealth Management
Virginia
$717K -$23K -145 -3%
PCA
716
Personal Capital Advisors
California
$717K -$18.9K -119 -3%
NL
717
Navalign LLC
California
$712K -$166K -1,047 -19%
RPWA
718
Regent Peak Wealth Advisors
Georgia
$711K -$227K -1,417 -24%
SIS
719
SVB Investment Services
Utah
$708K +$159 +1 +0%
TFS
720
TrustCore Financial Services
Tennessee
$706K
BWA
721
Bordeaux Wealth Advisors
California
$706K
Chevy Chase Trust
722
Chevy Chase Trust
Maryland
$703K -$35.1K -221 -5%
5L
723
55I LLC
Massachusetts
$698K +$482K +3,040 +223%
PAM
724
Palisade Asset Management
Minnesota
$697K
PGWM
725
Parisi Gray Wealth Management
New Jersey
$695K +$3.65K +23 +0.5%