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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 %
WP
1051
WealthShield Partners
North Carolina
$157K +$157K +1,037 New
ACM
1052
Allred Capital Management
Texas
$149K +$149K +985 New
TFM
1053
TFC Financial Management
Massachusetts
$149K
RFA
1054
Reilly Financial Advisors
California
$146K
APWM
1055
Atlas Private Wealth Management
New York
$146K +$3.48K +23 +2%
MIM
1056
MTM Investment Management
South Carolina
$145K
FCT
1057
Family Capital Trust
Massachusetts
$144K
POIA
1058
Pin Oak Investment Advisors
Texas
$144K +$39.3K +259 +38%
MFT
1059
Moisand Fitzgerald Tamayo
Florida
$143K -$1.82K -12 -1%
FCM
1060
Firestone Capital Management
Florida
$130K
FPW
1061
Flagship Private Wealth
Massachusetts
$130K
MCC
1062
Money Concepts Capital
Florida
$128K +$59.3K +391 +86%
EP
1063
Eudaimonia Partners
Tennessee
$126K -$7.88K -52 -6%
GI
1064
Gradient Investments
Minnesota
$122K +$117K +769 +2,136%
Macquarie Group
1065
Macquarie Group
Australia
$121K -$4.86M -35,521 Closed
PP
1066
Pacifica Partners
Canada
$119K +$119K +774 New
TRCT
1067
Tower Research Capital (TRC)
New York
$117K -$4.09K -27 -3%
IRC
1068
Investors Research Corp
Georgia
$116K
HBT
1069
Hills Bank & Trust
Iowa
$110K +$110K +725 New
SMA
1070
Sage Mountain Advisors
Georgia
$108K +$108K +710 New
CF
1071
Centaurus Financial
California
$108K +$108K +714 New
TF
1072
TimeScale Financial
Massachusetts
$107K
SWM
1073
Selective Wealth Management
Virginia
$106K
HFS
1074
Hantz Financial Services
Michigan
$104K -$16.9K -111 -14%
SCA
1075
Stonebridge Capital Advisors
Minnesota
$104K +$104K +684 New