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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 %
FSA
826
Financial Services Advisory
Maryland
$479K +$8.77K +56 +2%
Fiera Capital (Canada)
827
Fiera Capital (Canada)
Quebec, Canada
$478K -$1.57K -10 -0.3%
EWP
828
Engrave Wealth Partners
Texas
$476K -$22.2K -142 -4%
TW
829
Transform Wealth
Colorado
$474K -$21.6K -138 -4%
MSAM
830
Moloney Securities Asset Management
Missouri
$471K +$939 +6 +0.2%
SG
831
StoneX Group
New York
$468K +$16.9K +108 +4%
NCM
832
Narwhal Capital Management
Georgia
$465K -$157 -1 -0%
ZIM
833
Zacks Investment Management
Illinois
$465K +$21.5K +137 +5%
TSWM
834
Triangle Securities Wealth Management
North Carolina
$461K +$58.6K +374 +15%
UIA
835
UBP Investment Advisors
Switzerland
$460K
BI
836
Berkeley Inc
Idaho
$459K -$31K -198 -6%
SHGA
837
Sand Hill Global Advisors
California
$456K
FC
838
Forte Capital
New York
$455K -$3.92K -25 -0.9%
S
839
Surevest
California
$449K +$109K +698 +32%
HH
840
Hilltop Holdings
Texas
$447K -$2.35K -15 -0.5%
FNBT
841
FineMark National Bank & Trust
Florida
$447K
OPW
842
Oxler Private Wealth
New York
$444K
SAG
843
Spotlight Asset Group
Illinois
$443K -$39.9K -255 -8%
FNT
844
First National Trust
Pennsylvania
$443K
TAM
845
Townsend Asset Management
North Carolina
$442K
DC
846
Davenport & Co
Virginia
$442K +$136K +869 +44%
DIA
847
Dana Investment Advisors
Wisconsin
$441K +$57.2K +365 +15%
TI
848
Trexquant Investment
Connecticut
$439K -$446K -2,845 -50%
SAM
849
Secure Asset Management
Michigan
$438K
QAM
850
QCI Asset Management
New York
$430K +$19.9K +127 +5%