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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 %
CAG
1026
Csenge Advisory Group
Florida
$241K -$174K -1,098 -42%
JSL
1027
JT Stratford LLC
Georgia
$240K -$28.5K -182 -11%
EBT
1028
Enterprise Bank & Trust
Massachusetts
$240K +$41.9K +268 +21%
PCM
1029
Poehling Capital Management
Wisconsin
$237K
HWM
1030
Howard Wealth Management
Connecticut
$236K
GWM
1031
Greenhouse Wealth Management
Connecticut
$236K
DY
1032
Dowling & Yahnke
California
$235K -$11.1K -71 -5%
1WA
1033
180 Wealth Advisors
Washington
$235K -$325 -2 -0.1%
WT
1034
Washington Trust
Rhode Island
$234K
BFC
1035
Bedel Financial Consulting
Indiana
$234K
CCP
1036
Cardan Capital Partners
Colorado
$228K -$3.44K -22 -1%
COCM
1037
Charter Oak Capital Management
New Hampshire
$227K +$5.95K +38 +3%
GSWM
1038
Golden State Wealth Management
California
$226K -$10.9K -70 -5%
EK
1039
Evensky & Katz
Florida
$226K
CFP
1040
Curran Financial Partners
South Carolina
$225K -$1.56K -10 -0.7%
STB
1041
S&T Bank
Pennsylvania
$224K -$11.9K -76 -5%
FPFS
1042
First Personal Financial Services
North Carolina
$224K
FNB
1043
Farmers National Bank
Kentucky
$223K +$223K +1,631 New
RGC
1044
Roberts, Glore & Co
Illinois
$222K
IWS
1045
Insight Wealth Strategies
California
$222K +$470 +3 +0.2%
MWM
1046
MorganRosel Wealth Management
Colorado
$219K
FWM
1047
FFT Wealth Management
Pennsylvania
$219K
NL
1048
NKCFO LLC
Illinois
$219K
JGIA
1049
Jackson Grant Investment Advisers
Connecticut
$217K +$937 +6 +0.4%
LA
1050
LexAurum Advisors
Kansas
$216K