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iShares Russell 1000 Value ETF

1,222 hedge funds and large institutions have $41.7B invested in iShares Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 448 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
Holders Change %
0%
% of All Funds
21.46%
Holding in Top 10
91
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.81%
% of All Funds
1.6%
New
75
Increased
448
Reduced
380
Closed
57
Calls
$85.3M
Puts
$160M
Net Calls
-$74.4M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
776
Edgestream Partners
New Jersey
$562K -$410K -2,620 -42%
KF
777
Krilogy Financial
Missouri
$562K +$42.1K +269 +8%
FFN
778
Focus Financial Network
Minnesota
$562K +$68.6K +438 +14%
EWM
779
Evermay Wealth Management
Virginia
$559K
FC
780
Ferris Capital
Massachusetts
$557K +$557K +3,347 New
GWS
781
Glassman Wealth Services
Virginia
$555K -$4.07K -26 -0.7%
BCM
782
Bourgeon Capital Management
Connecticut
$552K
CFO
783
CVA Family Office
Colorado
$549K -$187K -1,580 -25%
FFC
784
First Financial Corp
Indiana
$547K
VCM
785
Vigilant Capital Management
Maine
$544K +$244K +1,559 +81%
EIP
786
Ellis Investment Partners
Pennsylvania
$543K +$124K +794 +30%
PCIA
787
Prime Capital Investment Advisors
Kansas
$542K -$65.9K -421 -11%
MPIM
788
McGinn Penninger Investment Management
Virginia
$540K
DDPIC
789
Deroy & Devereaux Private Investment Counsel
Michigan
$539K
ACA
790
Aptus Capital Advisors
Alabama
$536K -$26K -166 -5%
CC
791
Chicago Capital
Illinois
$529K
FFA
792
First Foundation Advisors
California
$528K -$95.8K -612 -15%
PG
793
Patten Group
Tennessee
$528K -$6.26K -40 -1%
OWA
794
One Wealth Advisors
California
$528K
WP
795
WealthPLAN Partners
Nebraska
$528K +$528K +3,215 New
BW
796
Bison Wealth
Georgia
$527K -$324K -2,069 -38%
SEEDPG
797
S.E.E.D. Planning Group
New York
$526K
IFWM
798
Institute for Wealth Management
Colorado
$524K -$80.7K -516 -13%
WW
799
Waterfront Wealth
Kansas
$522K
BS
800
Boenning & Scattergood
Pennsylvania
$517K +$12.4K +79 +2%