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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 %
GIP
1176
Granite Investment Partners
California
$4K
TCM
1177
Tradewinds Capital Management
Washington
$4K
AssetMark Inc
1178
AssetMark Inc
California
$3K -$38.6K -257 -93%
TFA
1179
Toth Financial Advisory
Virginia
$3K
APWA
1180
Atlas Private Wealth Advisors
New Jersey
$3K
IHWM
1181
Iron Horse Wealth Management
Iowa
$3K
M1FG
1182
Mach-1 Financial Group
Arkansas
$3K
SIS
1183
Sound Income Strategies
Florida
$2.43K +$1.21K +8 +100%
CWP
1184
Concord Wealth Partners
Virginia
$2K -$190K -1,141 -99%
RG
1185
Retirement Group
California
$2K
PCFFS
1186
Pacific Center for Financial Services
California
$2K +$2K +13 New
AFS
1187
Annapolis Financial Services
Maryland
$1K
AMC
1188
Asset Management Corp
Illinois
$327 +$38 +251 +13%
BBHC
1189
Brown Brothers Harriman & Co
New York
$290
SWM
1190
Sugarloaf Wealth Management
Georgia
$144 +$84 +1,337 +140%
WIM
1191
Westside Investment Management
California
$60 -$1 -9 -2%
CP
1192
Coho Partners
Pennsylvania
-$19.2M -140,700 Closed
LAM
1193
Lyrical Asset Management
New York
-$12.6M -92,185 Closed
Eagle Capital Management (New York)
1194
Eagle Capital Management (New York)
New York
-$9.7M -70,966 Closed
CDIA
1195
Capital Directions Investment Advisors
Georgia
-$5.22M -38,160 Closed
TG
1196
TCW Group
California
-$4.75M -34,704 Closed
SCCM
1197
Schafer Cullen Capital Management
New York
-$3.91M -28,573 Closed
Diamond Hill Capital Management
1198
Diamond Hill Capital Management
Ohio
-$3.62M -26,503 Closed
SGCA
1199
Steel Grove Capital Advisors
Tennessee
-$3.35M -24,488 Closed
Invesco
1200
Invesco
Georgia
-$2.67M -19,522 Closed