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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 %
YIA
1001
YHB Investment Advisors
Connecticut
$231K -$3.92K -25 -2%
PCM
1002
Poehling Capital Management
Wisconsin
$230K +$230K +1,515 New
GSWM
1003
Golden State Wealth Management
California
$229K -$5.28K -35 -2%
NAM
1004
NorthCoast Asset Management
Connecticut
$229K +$229K +1,511 New
HWM
1005
Howard Wealth Management
Connecticut
$228K
GWM
1006
Greenhouse Wealth Management
Connecticut
$227K
CCP
1007
Cardan Capital Partners
Colorado
$226K
1WA
1008
180 Wealth Advisors
Washington
$226K +$226K +1,415 New
BFEC
1009
Benjamin F. Edwards & Company
Missouri
$225K +$137K +900 +154%
BFC
1010
Bedel Financial Consulting
Indiana
$219K +$29.6K +195 +16%
PP
1011
Pegasus Partners
Wisconsin
$218K +$218K +1,437 New
AIA
1012
Armor Investment Advisors
North Carolina
$217K
FPFS
1013
First Personal Financial Services
North Carolina
$217K
MCA
1014
Magnolia Capital Advisors
Mississippi
$216K -$35.9K -237 -14%
RGC
1015
Roberts, Glore & Co
Illinois
$215K +$215K +1,417 New
COCM
1016
Charter Oak Capital Management
New Hampshire
$214K
ICP
1017
Interchange Capital Partners
Pennsylvania
$213K +$101K +666 +90%
NL
1018
NKCFO LLC
Illinois
$212K +$15.1K +100 +8%
IBOK
1019
Independence Bank of Kentucky
Kentucky
$212K +$30.2K +200 +17%
FWM
1020
FFT Wealth Management
Pennsylvania
$212K +$212K +1,398 New
JGIA
1021
Jackson Grant Investment Advisers
Connecticut
$209K +$606 +4 +0.3%
KPW
1022
Kore Private Wealth
New York
$208K +$208K +1,370 New
NB
1023
NBT Bank
New York
$208K +$208K +1,375 New
GP
1024
Girard Partners
Pennsylvania
$207K -$73.7K -488 -26%
PCA
1025
Providence Capital Advisors
North Carolina
$206K +$64.3K +424 +45%