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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 %
MC
726
Moors & Cabot
Massachusetts
$642K +$371K +2,440 +137%
HWM
727
Hemington Wealth Management
Virginia
$637K +$64.5K +426 +11%
GGS
728
Galvin Gaustad & Stein
Arizona
$636K -$11.4K -75 -2%
OAM
729
Occidental Asset Management
California
$635K -$10.6K -70 -2%
CFGS
730
Concourse Financial Group Securities
Alabama
$632K -$148K -973 -19%
BFPW
731
BOK Financial Private Wealth
Colorado
$628K -$28.8K -190 -4%
CPO
732
Cerity Partners OCIO
New York
$625K -$49K -323 -7%
JIR
733
James Investment Research
Ohio
$618K +$45.5K +300 +8%
GPA
734
Guidance Point Advisors
Massachusetts
$614K -$1.21K -8 -0.2%
RBC
735
Roble Belko & Company
Pennsylvania
$613K +$67.9K +448 +12%
NEIRG
736
New England Investment & Retirement Group
Massachusetts
$605K +$2.43K +16 +0.4%
TI
737
Truepoint Inc
Ohio
$603K -$8.19K -54 -1%
FRA
738
Front Row Advisors
California
$603K +$303 +2 +0.1%
RWA
739
Ropes Wealth Advisors
Massachusetts
$591K -$54.1K -339 -8%
PFT
740
Providence First Trust
Arizona
$591K -$30.3K -200 -5%
CWM
741
Calamos Wealth Management
Illinois
$591K +$21.2K +140 +4%
LFAS
742
Level Four Advisory Services
Texas
$589K -$393K -2,594 -40%
PB
743
Pinnacle Bancorp
Nebraska
$588K +$26.4K +174 +5%
RCM
744
RNC Capital Management
California
$587K -$25.2M -166,250 -98%
PFA
745
Pure Financial Advisors
California
$587K -$43K -284 -7%
WF
746
WoodTrust Financial
Wisconsin
$587K
CWM
747
Cornerstone Wealth Management
Missouri
$584K +$3.34K +22 +0.6%
BCM
748
Buckhead Capital Management
Georgia
$583K
DWM
749
Darwin Wealth Management
Florida
$581K +$213K +1,408 +58%
MA
750
MONECO Advisors
Connecticut
$579K +$10.2K +67 +2%