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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 %
S
901
Surevest
California
$329K -$12K -79 -4%
PWW
902
Pettyjohn Wood & White
Virginia
$327K +$28K +185 +9%
KC
903
Kingfisher Capital
North Carolina
$326K
BS
904
Boenning & Scattergood
Pennsylvania
$326K +$326K +2,151 New
PCMC
905
Private Capital Management (Colorado)
Colorado
$325K +$39.4K +260 +14%
FAT
906
First American Trust
California
$324K
JFA
907
JNBA Financial Advisors
Minnesota
$323K
GC
908
Gibson Capital
Pennsylvania
$322K
TFGT
909
TS Financial Group (TSFG)
Illinois
$320K +$303 +2 +0.1%
SWM
910
SeaCrest Wealth Management
New York
$318K -$77.6K -512 -20%
ERWM
911
Elk River Wealth Management
Colorado
$318K
CT
912
Cambridge Trust
Massachusetts
$317K
WCM
913
WealthBridge Capital Management
Ohio
$317K +$33.3K +220 +12%
AFM
914
Andesa Financial Management
Pennsylvania
$317K +$317K +2,095 New
MFA
915
Mayflower Financial Advisors
Massachusetts
$316K -$3.03K -20 -1%
Koshinski Asset Management
916
Koshinski Asset Management
Illinois
$315K +$315K +2,076 New
Luther King Capital Management (LKCM)
917
Luther King Capital Management (LKCM)
Texas
$314K -$284K
TI
918
Trexquant Investment
Connecticut
$313K +$313K +2,068 New
EIP
919
Ellis Investment Partners
Pennsylvania
$312K +$110K +727 +54%
JSL
920
JT Stratford LLC
Georgia
$311K +$25.8K +170 +9%
SCP
921
Seizert Capital Partners
Michigan
$310K +$35.3K +233 +13%
KWMG
922
King Wealth Management Group
Florida
$305K
BA
923
Bridgewater Advisors
New York
$305K +$305K +1,950 New
PWP
924
Principle Wealth Partners
Connecticut
$304K +$30.3K +200 +11%
RT
925
Rockland Trust
Massachusetts
$303K