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iShares Russell 1000 Value ETF

1,222 hedge funds and large institutions have $41.5B invested in iShares Russell 1000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 473 increasing their positions, 380 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+32
Holders Change %
+2.69%
% of All Funds
21.33%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.5%
New
93
Increased
473
Reduced
380
Closed
47
Calls
$109M
Puts
$73.6M
Net Calls
+$35.7M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1076
BCS Wealth Management
Tennessee
$205K +$205K +1,293 New
SAM
1077
S.A. Mason
Michigan
$203K
SWMG
1078
Strategic Wealth Management Group
Maryland
$202K -$81.9K -516 -29%
EWA
1079
ERTS Wealth Advisors
Michigan
$201K +$201K +1,265 New
EBT
1080
Enterprise Bank & Trust
Massachusetts
$201K +$201K +1,268 New
BAM
1081
Baldrige Asset Management
Pennsylvania
$201K +$201K +1,269 New
AA
1082
Addison Advisors
Vermont
$198K +$198K +1,250 New
GWSG
1083
GPS Wealth Strategies Group
Colorado
$196K
BC
1084
Bartlett & Co
Ohio
$196K +$13.4K +84 +7%
BCWM
1085
Bartlett & Co Wealth Management
Ohio
$196K +$13.3K +84 +7%
MPCG
1086
Matrix Private Capital Group
New York
$186K +$16K +101 +9%
HWMA
1087
Heritage Wealth Management (Arizona)
Arizona
$183K
CCA
1088
Column Capital Advisors
Indiana
$179K
CWM
1089
Cranbrook Wealth Management
Michigan
$177K
BWP
1090
Baldwin Wealth Partners
Massachusetts
$176K
JSAM
1091
J. Safra Asset Management
New York
$175K -$281K -2,083 -62%
SMA
1092
Sage Mountain Advisors
Georgia
$169K +$56.3K +355 +50%
WBC
1093
West Branch Capital
Massachusetts
$168K +$168K +1,057 New
WP
1094
WealthShield Partners
North Carolina
$164K
PG
1095
Proffitt & Goodson
Tennessee
$164K
POIA
1096
Pin Oak Investment Advisors
Texas
$157K +$6.81K +43 +5%
TFM
1097
TFC Financial Management
Massachusetts
$156K
RFA
1098
Reilly Financial Advisors
California
$153K
MIM
1099
MTM Investment Management
South Carolina
$152K
SWM
1100
Sugarloaf Wealth Management
Georgia
$151K -$212K -1,337 -58%