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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 %
MC
776
Matisse Capital
Oregon
$597K +$296K +1,864 +98%
AC
777
Alexandria Capital
Virginia
$596K -$211K -1,327 -26%
YWP
778
YorkBridge Wealth Partners
New York
$596K
MSA
779
Marino Stram & Associates
Massachusetts
$596K +$103K +648 +21%
AFC
780
AFT Forsyth & Company
Florida
$595K
STA
781
Summit Trail Advisors
New York
$584K
CCM
782
Coldstream Capital Management
Washington
$579K
RIG
783
RiverFront Investment Group
Virginia
$578K
KA
784
Klingman & Associates
New York
$574K +$35.4K +223 +7%
ECM
785
Evergreen Capital Management
Washington
$573K +$952 +6 +0.2%
RA
786
RFG Advisory
Alabama
$571K +$209K +1,318 +58%
ACA
787
Aptus Capital Advisors
Alabama
$569K +$79.1K +499 +16%
EWM
788
Evermay Wealth Management
Virginia
$567K -$25.4K -160 -4%
VC
789
Veracity Capital
Georgia
$566K -$647K -4,074 -53%
GWS
790
Glassman Wealth Services
Virginia
$566K +$12.2K +77 +2%
BCM
791
Bourgeon Capital Management
Connecticut
$560K
Fisher Asset Management
792
Fisher Asset Management
Washington
$559K +$195K +1,228 +54%
OMC
793
Old Mission Capital
Illinois
$558K +$558K +3,515 New
FFC
794
First Financial Corp
Indiana
$555K
MPIM
795
McGinn Penninger Investment Management
Virginia
$547K -$186K -1,173 -25%
DDPIC
796
Deroy & Devereaux Private Investment Counsel
Michigan
$546K -$3.96K -25 -0.7%
EA
797
Evergreen Advisors
Tennessee
$545K
PWM
798
PRW Wealth Management
Massachusetts
$542K -$3.15M -19,838 -85%
PG
799
Patten Group
Tennessee
$542K +$27.8K +175 +5%
CTA
800
Chesley Taft & Associates
Illinois
$540K +$79.6K +502 +17%