IWD icon

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 %
SAM
1076
S.A. Mason
Michigan
$200K
AWM
1077
Avior Wealth Management
Nebraska
$200K +$121K +778 +155%
BCWM
1078
Bartlett & Co Wealth Management
Ohio
$199K +$6.42K +41 +3%
BC
1079
Bartlett & Co
Ohio
$199K +$6.4K +41 +3%
AA
1080
Addison Advisors
Vermont
$196K
GWSG
1081
GPS Wealth Strategies Group
Colorado
$194K
MPCG
1082
Matrix Private Capital Group
New York
$194K +$10.5K +67 +6%
CCA
1083
Column Capital Advisors
Indiana
$176K
CWM
1084
Cranbrook Wealth Management
Michigan
$174K
BWP
1085
Baldwin Wealth Partners
Massachusetts
$173K
HWMA
1086
Heritage Wealth Management (Arizona)
Arizona
$168K -$12.7K -81 -7%
NFSG
1087
Newbridge Financial Services Group
Florida
$168K +$157K +1,001 +1,410%
SMA
1088
Sage Mountain Advisors
Georgia
$167K
WBC
1089
West Branch Capital
Massachusetts
$165K
PG
1090
Proffitt & Goodson
Tennessee
$162K
POIA
1091
Pin Oak Investment Advisors
Texas
$155K
TFM
1092
TFC Financial Management
Massachusetts
$154K
RFA
1093
Reilly Financial Advisors
California
$151K
MIM
1094
MTM Investment Management
South Carolina
$150K
SWM
1095
Sugarloaf Wealth Management
Georgia
$149K
MFT
1096
Moisand Fitzgerald Tamayo
Florida
$148K
CF
1097
Centaurus Financial
California
$144K +$32.2K +206 +29%
SWM
1098
Selective Wealth Management
Virginia
$141K +$31.3K +200 +29%
Macquarie Group
1099
Macquarie Group
Australia
$137K +$73K +466 +114%
FCM
1100
Firestone Capital Management
Florida
$136K