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iShares Russell 1000 Value ETF

1,222 hedge funds and large institutions have $41.5B invested in iShares Russell 1000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 473 increasing their positions, 380 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+32
Holders Change %
+2.69%
% of All Funds
21.33%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.5%
New
93
Increased
473
Reduced
380
Closed
47
Calls
$109M
Puts
$73.6M
Net Calls
+$35.7M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
851
Secure Asset Management
Michigan
$444K
LSPW
852
Lake Street Private Wealth
Illinois
$440K
HWA
853
HCR Wealth Advisors
California
$440K +$158 +1 +0%
ICG
854
InterOcean Capital Group
Tennessee
$439K +$439K +2,770 New
FC
855
Fusion Capital
South Carolina
$438K +$135K +853 +45%
APW
856
Acima Private Wealth
Virginia
$432K
EPA
857
Element Pointe Advisors
Florida
$431K -$506K -3,188 -54%
PIFP
858
Partners in Financial Planning
Virginia
$430K +$430K +2,710 New
SS
859
Simplicity Solutions
Minnesota
$429K -$297K -1,870 -41%
Betterment LLC
860
Betterment LLC
New York
$426K -$6.51K -41 -2%
BFS
861
Bradley Foster & Sargent
Connecticut
$425K -$37.2K -235 -8%
EIP
862
Ellis Investment Partners
Pennsylvania
$424K +$97.6K +616 +30%
CBFP
863
Cedar Brook Financial Partners
Ohio
$424K +$147K +926 +53%
SS
864
Sunbelt Securities
Texas
$423K -$30.4K -193 -7%
CAG
865
Csenge Advisory Group
Florida
$419K +$161K +1,005 +62%
BBNA
866
Bremer Bank National Association
Minnesota
$416K
EWM
867
Empirical Wealth Management
Washington
$416K +$58.4K +368 +16%
QAM
868
QCI Asset Management
New York
$415K
TA
869
TrueWealth Advisors
Alabama
$414K
WMP
870
Wealth Management Partners
Arizona
$413K
HC
871
Hourglass Capital
Texas
$413K +$21.4K +135 +5%
3LCM
872
3D/L Capital Management
Connecticut
$412K -$24.9K -157 -6%
FMBTD
873
First Midwest Bank Trust Division
Illinois
$412K
PAI
874
Pittenger & Anderson Inc
Nebraska
$412K
SA
875
Sicart Associates
New York
$412K