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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 %
PWP
976
Principle Wealth Partners
Connecticut
$291K -$31.3K -200 -10%
WI
977
Wintrust Investments
Illinois
$290K -$15.6K -100 -5%
ATWA
978
Arbor Trust Wealth Advisors
Michigan
$290K
FPB
979
First PREMIER Bank
South Dakota
$288K
BO
980
BRR OpCo
Ohio
$288K
PP
981
PDS Planning
Ohio
$288K +$4.38K +28 +2%
CT
982
Cambridge Trust
Massachusetts
$287K -$23.5K -150 -8%
DA
983
Doliver Advisors
Texas
$287K
CIC
984
Carnegie Investment Counsel
Ohio
$287K +$13.3K +85 +5%
RW
985
REDW Wealth
New Mexico
$286K
GG
986
Greenwood Gearhart
Arkansas
$283K -$39.2K -250 -12%
EPM
987
Elm Partners Management
Pennsylvania
$282K -$4.07K -26 -1%
UTC
988
Unified Trust Company
Kentucky
$282K
CT
989
Columbia Trust
Oregon
$280K
QC
990
QCM Cayman
Texas
$280K +$280K +1,789 New
SIC
991
Salem Investment Counselors
North Carolina
$279K
MWM
992
Merriman Wealth Management
Washington
$279K
CM
993
Cornerstone Management
Georgia
$278K
RP
994
Rice Partnership
Hawaii
$277K
HCM
995
Hollencrest Capital Management
California
$277K
CBFP
996
Cedar Brook Financial Partners
Ohio
$276K -$143K -912 -34%
CAM
997
Cozad Asset Management
Illinois
$275K
CSIC
998
Clifford Swan Investment Counsel
California
$271K
MWP
999
Madison Wealth Partners
Wisconsin
$271K +$60.3K +385 +29%
NAM
1000
NorthCoast Asset Management
Connecticut
$268K +$627 +4 +0.2%