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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 %
BFA
901
Beaumont Financial Advisors
Massachusetts
$378K -$611K -4,070 -62%
MC
902
Matisse Capital
Oregon
$376K -$214K -1,364 -36%
KWM
903
Keebeck Wealth Management
Illinois
$373K
SBL
904
Sargent Bickham Lagudis
Colorado
$373K +$1.25K +8 +0.3%
EDRH
905
Edmond de Rothschild Holding
Switzerland
$372K -$2.22M -14,216 -86%
EVC
906
Eidelman Virant Capital
Missouri
$372K +$158 +1 +0%
LWM
907
Liberty Wealth Management
California
$372K +$151K +943 +69%
JFA
908
JNBA Financial Advisors
Minnesota
$369K +$35.5K +227 +11%
IAA
909
Independent Advisor Alliance
North Carolina
$368K -$1.72K -11 -0.5%
MFS
910
McNamara Financial Services
Massachusetts
$367K -$26.8K -171 -7%
WMA
911
Wealth Management Associates
New Jersey
$366K -$30.4K -194 -8%
ACM
912
AlphaStar Capital Management
North Carolina
$366K +$366K +2,219 New
IBOK
913
Independence Bank of Kentucky
Kentucky
$365K
ST
914
Spinnaker Trust
Maine
$365K
HP
915
HT Partners
Connecticut
$363K
AIC
916
Archer Investment Corporation
Indiana
$362K
FA
917
Financial Advisors
Massachusetts
$360K
APSP
918
Asset Planning Services (Pennsylvania)
Pennsylvania
$360K +$1.88K +12 +0.5%
BCV
919
Banque Cantonale Vaudoise
Switzerland
$360K +$360K +2,300 New
MWA
920
Meridian Wealth Advisors
Texas
$356K -$23K -147 -6%
TC
921
TownSquare Capital
Utah
$356K +$115K +735 +48%
AWM
922
Avondale Wealth Management
Texas
$355K
VWM
923
Valley Wealth Managers
New Jersey
$350K -$9.38K -60 -3%
SC
924
Schoolcraft Capital
Colorado
$348K
VAS
925
Vestmark Advisory Solutions
Massachusetts
$345K +$79.1K +505 +30%