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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 %
RSWM
801
Robertson Stephens Wealth Management
California
$515K +$515K +3,296 New
ACS
802
Archford Capital Strategies
Illinois
$514K
TCM
803
Towercrest Capital Management
Pennsylvania
$511K +$22.4K +143 +5%
CFS
804
CRA Financial Services
New Jersey
$511K +$62.6K +400 +14%
FMT
805
First Mercantile Trust
Tennessee
$511K +$289K +1,847 +130%
RCA
806
Resonant Capital Advisors
Wisconsin
$508K
HWA
807
HCR Wealth Advisors
California
$507K +$72.5K +463 +17%
CIAS
808
Capital Investment Advisory Services
North Carolina
$506K -$21K -134 -4%
BRWM
809
B. Riley Wealth Management
Tennessee
$505K +$505K +3,227 New
FTC
810
Farmers Trust Company
Ohio
$503K -$792 -5 -0.2%
Charles Schwab
811
Charles Schwab
California
$501K +$7.83K +50 +2%
CAM
812
Campion Asset Management
Virginia
$499K +$155K +990 +45%
BAM
813
Belpointe Asset Management
Nevada
$497K +$49.9K +319 +11%
CCT
814
Capital City Trust
Florida
$494K
CNC
815
Citizens & Northern Corp
Pennsylvania
$493K
SS
816
Simplicity Solutions
Minnesota
$493K +$69.6K +444 +16%
WLPWM
817
Walled Lake Planning & Wealth Management
Illinois
$492K -$6.57K -42 -1%
CCM
818
Covington Capital Management
California
$492K +$191K +1,221 +64%
KIA
819
KCM Investment Advisors
California
$491K
RWP
820
RWA Wealth Partners
Massachusetts
$489K
LFAS
821
Level Four Advisory Services
Texas
$488K +$33.5K +214 +7%
IA
822
Insight Advisors
Pennsylvania
$487K +$11.1K +67 +2%
FIM
823
Fernwood Investment Management
Massachusetts
$485K
CFGS
824
Concourse Financial Group Securities
Alabama
$483K -$26.6K -170 -5%
BFG
825
Berger Financial Group
Minnesota
$482K