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 %
IA
826
Insight Advisors
Pennsylvania
$435K -$51.7K -328 -11%
PFA
827
Paradigm Financial Advisors
Missouri
$433K +$105K +695 +32%
AF
828
Allworth Financial
California
$432K +$8.94K +59 +2%
TAM
829
Townsend Asset Management
North Carolina
$426K -$303 -2 -0.1%
SAM
830
Secure Asset Management
Michigan
$424K +$30.3K +200 +8%
HWA
831
HCR Wealth Advisors
California
$421K -$52.2K -344 -11%
CIC
832
Carnegie Investment Counsel
Ohio
$420K +$31.2K +206 +8%
BBPWM
833
Blue Bell Private Wealth Management
Pennsylvania
$419K
LSPW
834
Lake Street Private Wealth
Illinois
$418K -$910 -6 -0.2%
3LCM
835
3D/L Capital Management
Connecticut
$418K +$418K +2,756 New
BFA
836
Bragg Financial Advisors
North Carolina
$414K +$97.4K +642 +31%
Betterment LLC
837
Betterment LLC
New York
$413K +$187K +1,237 +83%
APW
838
Acima Private Wealth
Virginia
$412K
OPW
839
Oxler Private Wealth
New York
$411K
PP
840
Palladium Partners
Virginia
$410K -$1.67K -11 -0.4%
CHC
841
City Holding Co
West Virginia
$409K +$78.5K +518 +24%
EVC
842
Eidelman Virant Capital
Missouri
$407K
TA
843
TrueWealth Advisors
Alabama
$404K +$3.09K +20 +0.8%
CFS
844
CRA Financial Services
New Jersey
$403K
CCP
845
Corient Capital Partners
California
$402K +$6.36K +42 +2%
WMP
846
Wealth Management Partners
Arizona
$401K -$43.5K -282 -10%
CAMG
847
CWA Asset Management Group
Florida
$399K +$399K +2,630 New
AWMG
848
Alliance Wealth Management Group
New Jersey
$398K
BBNA
849
Bremer Bank National Association
Minnesota
$398K
QAM
850
QCI Asset Management
New York
$397K