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iShares Russell 1000 Value ETF

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
1276
Cutler Group
California
$67K +$67K +400 New
WFA
1277
West Financial Advisors
Iowa
$66K +$36K +213 +120%
OA
1278
Operose Advisors
Wisconsin
$66K +$66K +392 New
FCB
1279
First Command Bank
Texas
$65K
IA
1280
IFS Advisors
Kansas
$64K +$64K +383 New
SFPG
1281
Stonebridge Financial Planning Group
Florida
$63K
CWM
1282
Curi Wealth Management
North Carolina
$63K +$63K +381 New
SA
1283
SRH Advisors
Kansas
$62K
TLFA
1284
True Link Financial Advisors
California
$61K -$11.4K -68 -16%
AWM
1285
Activest Wealth Management
Florida
$61K +$336 +2 +0.6%
CWP
1286
Concord Wealth Partners
Virginia
$61K +$59K +352 +2,933%
NSIM
1287
North Star Investment Management
Illinois
$60K +$60K +359 New
AWM
1288
Avior Wealth Management
Nebraska
$59K -$153K -925 -72%
CI
1289
Cordant Inc
Oregon
$59K
SN
1290
Sittner & Nelson
Oregon
$58K
SCA
1291
Sandy Cove Advisors
Massachusetts
$58K +$58K +346 New
RA
1292
Rise Advisors
New York
$57.7K +$57.7K +344 New
UFF
1293
USA Financial Formulas
Michigan
$56K +$56K +335 New
GM
1294
GeoWealth Management
Illinois
$55K +$6.66K +39 +14%
TC
1295
Trust Company
Kansas
$54K +$33.7K +201 +166%
FFWM
1296
Future Financial Wealth Management
Ohio
$51K +$51K +300 New
ST
1297
Smithfield Trust
Pennsylvania
$50K
CFG
1298
CKW Financial Group
Hawaii
$50K
AA
1299
AlphaMark Advisors
Kentucky
$47K
SPWG
1300
Sage Private Wealth Group
Illinois
$47K