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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 %
JCM
1151
Jacobi Capital Management
Pennsylvania
$49K
ST
1152
Smithfield Trust
Pennsylvania
$48K -$807K -5,045 -94%
PWA
1153
Phoenix Wealth Advisors
North Carolina
$47K
BCA
1154
Berman Capital Advisors
Georgia
$47K +$158 +1 +0.3%
LWP
1155
Lumature Wealth Partners
Georgia
$47K +$159 +1 +0.3%
SPWG
1156
Sage Private Wealth Group
Illinois
$45K
SIM
1157
Sonora Investment Management
Arizona
$44K -$4.13K -26 -9%
AA
1158
AlphaMark Advisors
Kentucky
$44K
JWM
1159
Janiczek Wealth Management
Colorado
$43K +$10.4K +66 +32%
AL
1160
ADE LLC
Maryland
$43K +$43K +272 New
RMC
1161
Resources Management Corp
Connecticut
$42K
SSC
1162
Syverson Strege & Co
Iowa
$42K
MAM
1163
McCarthy Asset Management
California
$42K +$315 +2 +0.8%
PSB
1164
Piscataqua Savings Bank
New Hampshire
$41K
Lazard Asset Management
1165
Lazard Asset Management
New York
$40K
SNT
1166
Security National Trust
West Virginia
$40K
OAJ
1167
Ogorek Anthony Joseph
New York
$40K +$30.6K +194 +323%
AP
1168
Atwood & Palmer
Missouri
$40K +$40K +250 New
JHCP
1169
Jackson Hole Capital Partners
Oklahoma
$39K
BAM
1170
Barrett Asset Management
New York
$38K
SFSIG
1171
San Francisco Sentry Investment Group
California
$38K
GFPC
1172
Global Financial Private Client
Florida
$37.5K
WWM
1173
Wagner Wealth Management
South Carolina
$36K
JPLA
1174
Joseph P. Lucia & Associates
New York
$32K
YAL
1175
Your Advocates Ltd
Texas
$31K