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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 %
KCA
751
Karn Couzens & Associates
Connecticut
$578K -$26.8K -177 -4%
Charles Schwab
752
Charles Schwab
California
$576K -$15.2K -100 -3%
AWM
753
Apollon Wealth Management
South Carolina
$574K +$143K +941 +33%
KIA
754
KCM Investment Advisors
California
$573K
WAM
755
Weatherly Asset Management
California
$573K
Fiera Capital (Canada)
756
Fiera Capital (Canada)
Quebec, Canada
$571K -$5.84M -38,543 -91%
AFC
757
AFT Forsyth & Company
Florida
$569K
YWP
758
YorkBridge Wealth Partners
New York
$569K
EWM
759
Evermay Wealth Management
Virginia
$566K -$36.1K -238 -6%
OLA
760
Oliver Luxxe Assets
New Jersey
$562K +$144K +950 +34%
STA
761
Summit Trail Advisors
New York
$558K +$455 +3 +0.1%
CCM
762
Coldstream Capital Management
Washington
$553K
RIG
763
RiverFront Investment Group
Virginia
$553K +$553K +3,647 New
ECM
764
Evergreen Capital Management
Washington
$546K
LOPW
765
Live Oak Private Wealth
North Carolina
$546K +$22.1K +146 +4%
EA
766
Evergreen Advisors
Tennessee
$545K +$88.3K +582 +19%
LSAG
767
Lake Street Advisors Group
New Hampshire
$541K
IFWM
768
Institute for Wealth Management
Colorado
$537K
BCM
769
Bourgeon Capital Management
Connecticut
$535K
FFC
770
First Financial Corp
Indiana
$530K
LFS
771
Lutz Financial Services
Nebraska
$530K
GWS
772
Glassman Wealth Services
Virginia
$529K
OFA
773
Oak Family Advisors
Illinois
$527K +$68.9K +455 +15%
DDPIC
774
Deroy & Devereaux Private Investment Counsel
Michigan
$526K -$25.5K -168 -5%
BCM
775
Brookstone Capital Management
Illinois
$524K +$30K +198 +6%