IWD icon

iShares Russell 1000 Value ETF

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
726
Middleton & Co
Massachusetts
$997K +$8.23K +49 +0.8%
CAM
727
Campion Asset Management
Virginia
$994K +$459K +2,732 +86%
HF
728
Halpern Financial
Virginia
$993K -$8.23K -49 -0.8%
CAAS
729
Capital Asset Advisory Services
Michigan
$987K +$163K +973 +20%
FAIM
730
Financial Advocates Investment Management
Washington
$984K +$2.35K +14 +0.2%
PCIA
731
Prime Capital Investment Advisors
Kansas
$982K +$401K +2,385 +69%
RSWM
732
Robertson Stephens Wealth Management
California
$978K +$425K +2,529 +77%
SWA
733
Stratos Wealth Advisors
Ohio
$973K +$617K +3,673 +173%
HC
734
Hoese & Co
Minnesota
$968K
AT
735
American Trust
Kentucky
$960K +$960K +5,718 New
B
736
Bailard
California
$948K
GSIS
737
Global Strategic Investment Solutions
Arizona
$943K +$79.4K +473 +9%
SC
738
SouthState Corp
Florida
$942K -$80.1K -477 -8%
CBN
739
Cadence Bank NA
Texas
$942K +$18.1K +108 +2%
CCM
740
Coldstream Capital Management
Washington
$939K -$241K -1,437 -20%
RA
741
RFG Advisory
Alabama
$938K +$321K +1,911 +52%
ACM
742
Alamar Capital Management
California
$925K +$214K +1,275 +30%
MSFS
743
Main Street Financial Solutions
Pennsylvania
$921K +$5.21K +31 +0.6%
AIM
744
Arcadia Investment Management
Michigan
$919K +$919K +5,474 New
FBA
745
Front Barnett Associates
Illinois
$917K -$35.3K -210 -4%
CTC
746
Central Trust Company
Missouri
$907K
CFAM
747
Coury Firm Asset Management
Pennsylvania
$907K +$907K +5,404 New
CWM
748
Connecticut Wealth Management
Connecticut
$906K -$50.2K -299 -5%
SCA
749
STALEY CAPITAL ADVISERS
Pennsylvania
$900K
AW
750
ACG Wealth
Georgia
$884K -$8.06K -48 -0.9%