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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 %
LWA
751
LWS Wealth Advisors
New Jersey
$636K +$158K +995 +33%
NEIRG
752
New England Investment & Retirement Group
Massachusetts
$635K +$2.38K +15 +0.4%
BFEC
753
Benjamin F. Edwards & Company
Missouri
$635K +$400K +2,521 +170%
FFA
754
First Foundation Advisors
California
$632K -$310K -1,953 -33%
AWM
755
Apollon Wealth Management
South Carolina
$632K +$30.5K +192 +5%
OLA
756
Oliver Luxxe Assets
New Jersey
$629K +$41.2K +260 +7%
MC
757
Moors & Cabot
Massachusetts
$628K -$41.7K -263 -6%
PP
758
PrairieView Partners
Minnesota
$627K -$52.2K -329 -8%
PFA
759
Pure Financial Advisors
California
$627K +$12.5K +79 +2%
PCS
760
Personal CFO Solutions
New Jersey
$625K +$85.7K +540 +16%
TI
761
Truepoint Inc
Ohio
$624K -$7.3K -46 -1%
PFT
762
Providence First Trust
Arizona
$619K
CWM
763
Cornerstone Wealth Management
Missouri
$617K +$6.19K +39 +1%
BFPW
764
BOK Financial Private Wealth
Colorado
$616K -$40.9K -258 -6%
PCIA
765
Prime Capital Investment Advisors
Kansas
$616K +$228K +1,435 +59%
RCM
766
RNC Capital Management
California
$615K
PB
767
Pinnacle Bancorp
Nebraska
$615K
IFWM
768
Institute for Wealth Management
Colorado
$613K +$51.1K +322 +9%
BCM
769
Buckhead Capital Management
Georgia
$611K
MA
770
MONECO Advisors
Connecticut
$608K +$1.27K +8 +0.2%
LFS
771
Lutz Financial Services
Nebraska
$607K +$52.1K +328 +9%
KCA
772
Karn Couzens & Associates
Connecticut
$605K
WAM
773
Weatherly Asset Management
California
$599K
BFWA
774
Benchmark Financial Wealth Advisors
Florida
$599K +$72.5K +457 +14%
BA
775
Ballew Advisors
Mississippi
$598K -$598K -3,757 -50%