IWD icon

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 %
ATC
726
Argent Trust Co
Tennessee
$692K +$316K +1,993 +84%
CA
727
Clearstead Advisors
Ohio
$691K -$50.1K -316 -7%
CIP
728
Capital Insight Partners
Arizona
$685K
BWL
729
Bogart Wealth LLC
Virginia
$685K
SCM
730
Schnieders Capital Management
California
$681K +$159K +1,001 +30%
PCM
731
Pointe Capital Management
Michigan
$680K -$3.97K -25 -0.6%
FPTW
732
Franklin, Parlapiano, Turner & Welch
Texas
$676K
LOPW
733
Live Oak Private Wealth
North Carolina
$676K +$104K +658 +18%
FFA
734
Freedman Financial Associates
Massachusetts
$675K
DWM
735
Darwin Wealth Management
Florida
$674K +$65.2K +411 +11%
AT
736
Arden Trust
Delaware
$671K -$81K -511 -11%
Susquehanna International Group
737
Susquehanna International Group
Pennsylvania
$670K +$670K +4,225 New
HWM
738
Hemington Wealth Management
Virginia
$666K -$951 -6 -0.1%
GGS
739
Galvin Gaustad & Stein
Arizona
$666K +$317 +2 +0%
OAM
740
Occidental Asset Management
California
$665K
GPA
741
Guidance Point Advisors
Massachusetts
$664K +$21.9K +138 +3%
CAG
742
Crestwood Advisors Group
Massachusetts
$659K -$65.4K -412 -9%
TWM
743
Titus Wealth Management
California
$655K -$30.5K -192 -4%
CPO
744
Cerity Partners OCIO
New York
$654K
LSAG
745
Lake Street Advisors Group
New Hampshire
$653K +$70.6K +433 +12%
RC
746
RegentAtlantic Capital
New Jersey
$651K +$174K +1,095 +36%
CWM
747
Calamos Wealth Management
Illinois
$647K +$28.9K +182 +5%
RBC
748
Roble Belko & Company
Pennsylvania
$642K
WF
749
WoodTrust Financial
Wisconsin
$641K +$25.9K +163 +4%
FRA
750
Front Row Advisors
California
$636K -$800 -5 -0.1%