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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 %
LSA
1051
Lion Street Advisors
Texas
$216K +$216K +1,375 New
NB
1052
NBT Bank
New York
$215K
LA
1053
LVW Advisors
New York
$215K +$11.1K +71 +5%
GIP
1054
Greatmark Investment Partners
Georgia
$214K
GC
1055
Gilbert & Cook
Iowa
$213K +$10.3K +66 +5%
AC
1056
Abbrea Capital
California
$213K +$213K +1,363 New
RCA
1057
Rex Capital Advisors
Rhode Island
$211K
CCM
1058
Cullen Capital Management
New York
$211K +$211K +1,351 New
SNB
1059
Security National Bank
Nebraska
$210K
RA
1060
Rodgers & Associates
Pennsylvania
$210K +$210K +1,341 New
AF
1061
Apexium Financial
Texas
$209K
MDCM
1062
Morgan Dempsey Capital Management
Wisconsin
$209K +$129K +826 +162%
AC
1063
Apella Capital
Connecticut
$208K
BAM
1064
Baldrige Asset Management
Pennsylvania
$208K +$9.54K +61 +5%
CIC
1065
Cornercap Investment Counsel
Georgia
$207K
PCA
1066
Providence Capital Advisors
North Carolina
$206K -$39.6K -253 -16%
MYIA
1067
Mount Yale Investment Advisors
Colorado
$206K
MG
1068
MilWealth Group
Wisconsin
$206K
FAM
1069
Formidable Asset Management
Ohio
$205K -$166K -1,062 -45%
ACI
1070
Alpha Cubed Investments
California
$205K -$8.13K -52 -4%
DWM
1071
Destination Wealth Management
California
$204K -$14.7K -94 -7%
SSWM
1072
Smith Salley Wealth Management
North Carolina
$204K
BWM
1073
BCS Wealth Management
Tennessee
$204K +$1.88K +12 +0.9%
AIP
1074
ARS Investment Partners
New York
$203K
WA
1075
Wealth Alliance
New York
$202K +$202K +1,290 New