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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 %
LWP
1151
Lumature Wealth Partners
Georgia
$46K
BCA
1152
Berman Capital Advisors
Georgia
$46K +$154 +1 +0.3%
SPWG
1153
Sage Private Wealth Group
Illinois
$45K
AA
1154
AlphaMark Advisors
Kentucky
$44K
GM
1155
GeoWealth Management
Illinois
$44K +$44K +283 New
NSB
1156
Norway Savings Bank
Maine
$43K -$5.47K -35 -11%
MAM
1157
McCarthy Asset Management
California
$42K
RMC
1158
Resources Management Corp
Connecticut
$41K
SSC
1159
Syverson Strege & Co
Iowa
$41K
PSB
1160
Piscataqua Savings Bank
New Hampshire
$41K
SNT
1161
Security National Trust
West Virginia
$40K
Lazard Asset Management
1162
Lazard Asset Management
New York
$39K
OAJ
1163
Ogorek Anthony Joseph
New York
$39K
AP
1164
Atwood & Palmer
Missouri
$39K
JHCP
1165
Jackson Hole Capital Partners
Oklahoma
$39K
BAM
1166
Barrett Asset Management
New York
$38K
GFPC
1167
Global Financial Private Client
Florida
$37.3K
WWM
1168
Wagner Wealth Management
South Carolina
$37K
LWP
1169
Laurel Wealth Planning
Minnesota
$34K +$34K +215 New
JPLA
1170
Joseph P. Lucia & Associates
New York
$31K
AWM
1171
Accel Wealth Management
Iowa
$31K
RCM
1172
Regency Capital Management
Hawaii
$28K
AW
1173
Avion Wealth
Texas
$28K
CFFP
1174
Center for Financial Planning
Michigan
$28K
WFA
1175
West Financial Advisors
Iowa
$28K