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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 %
LIM
776
Leavell Investment Management
Alabama
$517K +$25K +165 +5%
PCS
777
Personal CFO Solutions
New Jersey
$515K -$709K -4,682 -58%
KA
778
Klingman & Associates
New York
$514K
ACS
779
Archford Capital Strategies
Illinois
$512K
JSAM
780
J. Safra Asset Management
New York
$512K +$382K +2,520 +294%
CIAS
781
Capital Investment Advisory Services
North Carolina
$510K
WW
782
Waterfront Wealth
Kansas
$510K
KF
783
Krilogy Financial
Missouri
$509K +$40.5K +267 +9%
SEEDPG
784
S.E.E.D. Planning Group
New York
$509K +$209K +1,378 +70%
FC
785
Ferris Capital
Massachusetts
$507K
BFWA
786
Benchmark Financial Wealth Advisors
Florida
$503K +$303 +2 +0.1%
SCM
787
Schnieders Capital Management
California
$499K +$73K +482 +17%
NCM
788
Narwhal Capital Management
Georgia
$496K -$98.6K -650 -17%
RCA
789
Resonant Capital Advisors
Wisconsin
$492K
TCM
790
Towercrest Capital Management
Pennsylvania
$491K +$37.7K +249 +8%
PG
791
Patten Group
Tennessee
$491K +$161K +1,065 +49%
WLPWM
792
Walled Lake Planning & Wealth Management
Illinois
$488K +$12.7K +84 +3%
FFN
793
Focus Financial Network
Minnesota
$483K -$80.8K -533 -14%
FTC
794
Farmers Trust Company
Ohio
$482K +$105K +690 +28%
CNC
795
Citizens & Northern Corp
Pennsylvania
$478K -$117K -772 -20%
CCT
796
Capital City Trust
Florida
$478K
FNT
797
First National Trust
Pennsylvania
$474K -$255K -1,684 -35%
BI
798
Berkeley Inc
Idaho
$474K +$152 +1 +0%
RWP
799
RWA Wealth Partners
Massachusetts
$473K +$16.5K +109 +4%
MSA
800
Marino Stram & Associates
Massachusetts
$471K