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iShares Russell 1000 Value ETF

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
1051
Laird Norton Wetherby Wealth Management
California
$339K +$6.55K +39 +2%
WTFG
1052
Wells Trecaso Financial Group
Ohio
$338K +$18.5K +110 +6%
Dodge & Cox
1053
Dodge & Cox
California
$336K
GI
1054
GAMCO Investors
Connecticut
$336K
IWA
1055
Inspirion Wealth Advisors
Illinois
$336K +$336K +1,998 New
KWMG
1056
King Wealth Management Group
Florida
$335K
NF
1057
NTB Financial
Colorado
$335K +$335K +1,994 New
JIP
1058
Jaffetilchin Investment Partners
Florida
$328K +$10.3K +61 +3%
BA
1059
Bridgewater Advisors
New York
$327K
CWA
1060
Consilium Wealth Advisory
Texas
$327K +$327K +1,947 New
PP
1061
Palladium Partners
Virginia
$326K
MRCM
1062
M&R Capital Management
New Jersey
$326K +$1.01K +6 +0.3%
Kovitz Investment Group Partners
1063
Kovitz Investment Group Partners
Illinois
$326K +$326K +2,387 New
MOS
1064
MGO One Seven
Ohio
$323K -$6.88K -41 -2%
GLA
1065
Good Life Advisors
Pennsylvania
$323K +$1.68K +10 +0.5%
OWM
1066
Orgel Wealth Management
Wisconsin
$322K -$10.6K -63 -3%
CCM
1067
Canal Capital Management
Virginia
$322K +$1.18K +7 +0.4%
WCFA
1068
Walkner Condon Financial Advisors
Wisconsin
$321K
WA
1069
Wealth Alliance
New York
$321K +$104K +621 +48%
FCMT
1070
Founders Capital Management (Texas)
Texas
$320K
SWM
1071
Shelton Wealth Management
Texas
$320K +$320K +1,905 New
MCCP
1072
Mission Creek Capital Partners
California
$317K +$168 +1 +0.1%
AMC
1073
Asset Management Corp
Illinois
$316K
PPW
1074
Pinnacle Private Wealth
Massachusetts
$315K +$315K +1,876 New
PWM
1075
PBMares Wealth Management
Virginia
$313K +$313K +1,865 New