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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 %
FCFS
1101
First Command Financial Services
Texas
$63K
CBT
1102
CoreFirst Bank & Trust
Kansas
$63K
SFPG
1103
Stonebridge Financial Planning Group
Florida
$61K
TCOV
1104
Trust Company of Vermont
Vermont
$58K
SA
1105
SRH Advisors
Kansas
$56K
FFW
1106
Fusion Family Wealth
New York
$56K
CFD
1107
Creative Financial Designs
Indiana
$55K -$33K -216 -38%
SFP
1108
Sterling Financial Planning
New Jersey
$55K -$20.6K -137 -27%
AWM
1109
Activest Wealth Management
Florida
$54K +$54K +358 New
CI
1110
Cordant Inc
Oregon
$53K +$6.34K +42 +14%
CFG
1111
CKW Financial Group
Hawaii
$48K
JCM
1112
Jacobi Capital Management
Pennsylvania
$47K -$76.3K -505 -62%
NSB
1113
Norway Savings Bank
Maine
$47K
SIM
1114
Sonora Investment Management
Arizona
$46K -$28.5K -188 -38%
LWP
1115
Lumature Wealth Partners
Georgia
$45K
BCA
1116
Berman Capital Advisors
Georgia
$45K
PIP
1117
Peachtree Investment Partners
Florida
$45K
AWM
1118
Atticus Wealth Management
Florida
$45K
PWA
1119
Phoenix Wealth Advisors
North Carolina
$45K +$13.6K +90 +43%
SPWG
1120
Sage Private Wealth Group
Illinois
$43K
AA
1121
AlphaMark Advisors
Kentucky
$42K
HH
1122
HWG Holdings
Texas
$42K +$42K +278 New
KPCM
1123
Kings Point Capital Management
New York
$41K
WCM
1124
Wealthcare Capital Management
Virginia
$41K +$41K +269 New
SSC
1125
Syverson Strege & Co
Iowa
$40K -$14.9K -99 -27%