IWD icon

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 %
FIM
801
Fernwood Investment Management
Massachusetts
$470K +$90.7K +598 +24%
ZIM
802
Zacks Investment Management
Illinois
$469K -$23.3M -153,610 -98%
SAG
803
Spotlight Asset Group
Illinois
$468K
ACA
804
Aptus Capital Advisors
Alabama
$468K +$439K +2,897 +1,509%
LWA
805
LWS Wealth Advisors
New Jersey
$457K +$303 +2 +0.1%
RC
806
RegentAtlantic Capital
New Jersey
$456K +$1.52K +10 +0.3%
VWM
807
Valley Wealth Managers
New Jersey
$454K -$1.04M -6,838 -70%
MAM
808
Madison Asset Management
Wisconsin
$454K
UIA
809
UBP Investment Advisors
Switzerland
$450K
FNBT
810
FineMark National Bank & Trust
Florida
$449K +$13.5K +89 +3%
AWM
811
AAF Wealth Management
Massachusetts
$449K -$1.36K -9 -0.3%
BFA
812
Beaumont Financial Advisors
Massachusetts
$448K +$86.8K +573 +24%
CTA
813
Chesley Taft & Associates
Illinois
$448K +$203K +1,315 +83%
CC
814
Chicago Capital
Illinois
$447K -$248K -1,635 -36%
EWP
815
Engrave Wealth Partners
Texas
$445K -$173K -1,140 -28%
BAM
816
Belpointe Asset Management
Nevada
$445K -$86.8K -573 -16%
SG
817
StoneX Group
New York
$445K -$4.24K -28 -0.9%
FC
818
Forte Capital
New York
$444K
AIP
819
Ameritas Investment Partners
Nebraska
$442K
BFS
820
Bradley Foster & Sargent
Connecticut
$442K +$15.3K +101 +4%
SHGA
821
Sand Hill Global Advisors
California
$441K -$21.8K -144 -5%
ZIC
822
ZWJ Investment Counsel
Georgia
$439K +$439K +2,900 New
SS
823
Sunbelt Securities
Texas
$437K +$759 +5 +0.2%
HH
824
Hilltop Holdings
Texas
$436K -$3.64K -24 -0.8%
Kovitz Investment Group Partners
825
Kovitz Investment Group Partners
Illinois
$436K +$105K +690 +32%