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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 %
5L
1026
55I LLC
Massachusetts
$206K +$206K +1,362 New
SNB
1027
Security National Bank
Nebraska
$204K +$204K +1,343 New
SWA
1028
Stratos Wealth Advisors
Ohio
$203K +$203K +1,341 New
AC
1029
Apella Capital
Connecticut
$202K +$202K +1,332 New
ACI
1030
Alpha Cubed Investments
California
$202K +$202K +1,333 New
AF
1031
Apexium Financial
Texas
$202K +$202K +1,333 New
SSWM
1032
Smith Salley Wealth Management
North Carolina
$201K -$72.9K -480 -27%
WMA
1033
Wealth Management Associates
New Jersey
$200K +$200K +1,321 New
FAM
1034
Formidable Asset Management
Ohio
$200K +$200K +1,308 New
GIP
1035
Greatmark Investment Partners
Georgia
$200K +$200K +1,320 New
MG
1036
MilWealth Group
Wisconsin
$199K
FMT
1037
First Mercantile Trust
Tennessee
$198K -$515K -3,397 -72%
OSAM
1038
O'Shaughnessy Asset Management
Connecticut
$196K -$2.01M -13,225 -91%
SAM
1039
S.A. Mason
Michigan
$194K
CWA
1040
Clearview Wealth Advisors
Oregon
$192K +$192K +1,266 New
GWSG
1041
GPS Wealth Strategies Group
Colorado
$187K +$187K +1,237 New
LWM
1042
Liberty Wealth Management
California
$181K
HWMA
1043
Heritage Wealth Management (Arizona)
Arizona
$175K +$175K +1,152 New
BCWM
1044
Bartlett & Co Wealth Management
Ohio
$174K
BC
1045
Bartlett & Co
Ohio
$174K
CCA
1046
Column Capital Advisors
Indiana
$171K +$94.1K +620 +122%
CWM
1047
Cranbrook Wealth Management
Michigan
$169K
BWP
1048
Baldwin Wealth Partners
Massachusetts
$168K +$92.1K +607 +121%
MPCG
1049
Matrix Private Capital Group
New York
$163K
PG
1050
Proffitt & Goodson
Tennessee
$157K