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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 %
ED
1001
Exane Derivatives
France
$267K
RDFA
1002
Ritter Daniher Financial Advisory
Ohio
$266K
FAT
1003
First American Trust
California
$266K +$29.7K +190 +13%
BEAM
1004
Baker Ellis Asset Management
Washington
$264K
MCM
1005
Monument Capital Management
Virginia
$264K
SWM
1006
Stockman Wealth Management
Montana
$262K
MAWCM
1007
Mine & Arao Wealth Creation & Management
California
$261K
APC
1008
Aspire Private Capital
North Carolina
$260K
BA
1009
Bridge Advisory
California
$260K +$626 +4 +0.2%
WA
1010
Wealth Architects
California
$258K +$940 +6 +0.4%
BSA
1011
Braun Stacey Associates
New York
$255K -$38.1K -243 -13%
MWM
1012
Madison Wealth Management
Ohio
$255K
GFS
1013
GYL Financial Synergies
Connecticut
$255K +$14.1K +90 +6%
CWM
1014
Chesapeake Wealth Management
Virginia
$253K -$456K -2,908 -64%
SCM
1015
Shelton Capital Management
Colorado
$251K
BA
1016
Baugh & Associates
Georgia
$249K
KA
1017
Kovack Advisors
Florida
$249K +$28.1K +180 +13%
Luther King Capital Management (LKCM)
1018
Luther King Capital Management (LKCM)
Texas
$248K -$211K
M
1019
MOTCO
Texas
$247K -$23.6K -151 -9%
B
1020
Bridgeworth
Alabama
$247K +$247K +1,578 New
FCA
1021
FLC Capital Advisors
California
$245K
MF
1022
Manchester Financial
California
$244K +$244K +1,558 New
BA
1023
Bristlecone Advisors
Washington
$243K
RRWA
1024
Rainey & Randall Wealth Advisors
Florida
$243K
AWAP
1025
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K +$243K +1,552 New