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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 %
UCFA
126
United Capital Financial Advisors
Texas
$20.8M -$158K -1,042 -0.8%
Prudential Financial
127
Prudential Financial
New Jersey
$20.6M +$17.5M +115,747 +573%
BPB
128
Badgley, Phelps & Bell
Washington
$20.6M -$5.31M -35,043 -21%
LNC
129
Lincoln National Corp
Pennsylvania
$20.1M +$588K +3,881 +3%
CS
130
Credit Suisse
Switzerland
$19.9M +$10.4M +68,474 +109%
MWM
131
Modera Wealth Management
New Jersey
$19.5M -$189K -1,248 -1%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$18.8M +$16.5M +124,949 +722%
Nuveen Asset Management
133
Nuveen Asset Management
Illinois
$18.8M -$25.3M -166,910 -57%
SAS
134
SMI Advisory Services
Indiana
$18.7M +$18.7M +123,383 New
CAL
135
Capital Advisors Ltd
Ohio
$18.1M +$715K +4,716 +4%
CG
136
Corundum Group
Colorado
$17.9M -$496K -3,276 -3%
Aristotle Capital Management
137
Aristotle Capital Management
California
$17.8M -$8.77M -57,893 -33%
FCI
138
Financial Counselors Inc
Kansas
$17.7M -$404K -2,669 -2%
GWM
139
Geneos Wealth Management
Colorado
$17.7M +$553K +3,513 +3%
PFO
140
Pathstone Family Office
New Jersey
$17.5M +$720K +4,752 +4%
FCBT
141
First Citizens Bank & Trust
North Carolina
$17.5M -$2.02M -13,330 -10%
FB
142
Fulton Bank
Pennsylvania
$16.8M -$236K -1,560 -1%
ECG
143
Edge Capital Group
Georgia
$16.7M +$9.82M +64,782 +142%
BCM
144
BTC Capital Management
Iowa
$16.2M -$381K -2,514 -2%
ANTB
145
AMG National Trust Bank
Colorado
$16.2M +$894K +5,902 +6%
SEI Investments
146
SEI Investments
Pennsylvania
$16M +$7.35M +48,734 +85%
HCC
147
Hirtle Callaghan & Co
Pennsylvania
$15.8M +$2.09M +13,816 +15%
PFM
148
Parsec Financial Management
North Carolina
$15.6M +$11.6M +76,856 +291%
WJA
149
Willis Johnson & Associates
Texas
$15.2M +$82.6K +545 +0.5%
GIM
150
Goelzer Investment Management
Indiana
$15.2M -$553K -3,650 -4%