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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 %
RW
951
REDW Wealth
New Mexico
$277K
JIP
952
Jaffetilchin Investment Partners
Florida
$276K +$1.06K +7 +0.4%
STB
953
S&T Bank
Pennsylvania
$276K +$9.68K +64 +4%
PP
954
PDS Planning
Ohio
$274K
DCM
955
Donaldson Capital Management
Indiana
$273K +$273K +1,800 New
M
956
MOTCO
Texas
$272K
UTC
957
Unified Trust Company
Kentucky
$272K +$272K +1,800 New
SWMG
958
Strategic Wealth Management Group
Maryland
$271K -$31.7K -209 -10%
CT
959
Columbia Trust
Oregon
$271K -$15.8K -104 -5%
LC
960
Lindbrook Capital
California
$271K
LCH
961
Lee Capital Holdings
New York
$271K +$271K +1,790 New
CM
962
Cornerstone Management
Georgia
$270K -$9.09K -60 -3%
SIC
963
Salem Investment Counselors
North Carolina
$270K
IAA
964
Independent Advisor Alliance
North Carolina
$269K
BSA
965
Braun Stacey Associates
New York
$268K
RP
966
Rice Partnership
Hawaii
$268K
HCM
967
Hollencrest Capital Management
California
$268K +$268K +1,771 New
DWM
968
Destination Wealth Management
California
$267K -$21.7K -143 -8%
CAM
969
Cozad Asset Management
Illinois
$266K
WT
970
Washington Trust
Rhode Island
$266K +$39.7K +262 +18%
CBFP
971
Cedar Brook Financial Partners
Ohio
$265K -$9.7K -64 -4%
FCA
972
FinTrust Capital Advisors
South Carolina
$260K
SPP
973
Single Point Partners
Massachusetts
$259K +$764 +5 +0.3%
TA
974
TruWealth Advisors
Louisiana
$258K +$258K +1,703 New
EWA
975
Exencial Wealth Advisors
Oklahoma
$257K +$15K +99 +6%