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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 %
FMW
701
Farr Miller & Washington
District of Columbia
$721K
GC
702
Guggenheim Capital
Illinois
$709K
PCM
703
Pointe Capital Management
Michigan
$700K +$29K +185 +4%
NL
704
Navalign LLC
California
$699K -$3.76K -24 -0.5%
SIS
705
SVB Investment Services
Utah
$698K
TFS
706
TrustCore Financial Services
Tennessee
$697K
BWA
707
Bordeaux Wealth Advisors
California
$697K +$939 +6 +0.1%
Chevy Chase Trust
708
Chevy Chase Trust
Maryland
$696K +$2.19K +14 +0.3%
YWP
709
YorkBridge Wealth Partners
New York
$696K +$109K +694 +18%
PGWM
710
Parisi Gray Wealth Management
New Jersey
$695K
AWM
711
Apollon Wealth Management
South Carolina
$687K +$63.4K +405 +10%
CA
712
Clearstead Advisors
Ohio
$684K +$2.03K +13 +0.3%
PAM
713
Palisade Asset Management
Minnesota
$678K -$9.39K -60 -1%
CIP
714
Capital Insight Partners
Arizona
$676K
BWL
715
Bogart Wealth LLC
Virginia
$676K
SCM
716
Schnieders Capital Management
California
$672K
FPTW
717
Franklin, Parlapiano, Turner & Welch
Texas
$667K
FFA
718
Freedman Financial Associates
Massachusetts
$666K
PCS
719
Personal CFO Solutions
New Jersey
$664K +$47K +300 +8%
AT
720
Arden Trust
Delaware
$663K +$939 +6 +0.1%
ACM
721
Alamar Capital Management
California
$662K +$662K +4,232 New
MWM
722
Meridian Wealth Management
Kentucky
$661K -$245K -1,562 -27%
GPA
723
Guidance Point Advisors
Massachusetts
$658K +$2.66K +17 +0.4%
CI
724
Chartist Inc
California
$657K -$397K -2,537 -38%
WF
725
WoodTrust Financial
Wisconsin
$655K +$22.5K +144 +4%