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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 %
WANY
176
Wealthspire Advisors (New York)
New York
$12.1M +$672K +4,432 +6%
HCMT
177
Highland Capital Management (Tennessee)
Tennessee
$11.8M +$5.41M +35,671 +85%
ICMP
178
Integrated Capital Management (Pennsylvania)
Pennsylvania
$11.7M +$1.21M +7,954 +11%
Jane Street
179
Jane Street
New York
$11.7M +$6.31M +41,621 +118%
LW
180
Linscomb Wealth
Texas
$11.5M +$386K +2,547 +3%
TA
181
Tiedemann Advisors
New York
$11.4M +$46.8K +309 +0.4%
IP
182
Investment Partners
Ohio
$11.4M +$41.4K +273 +0.4%
PA
183
Prism Advisors
California
$11.4M
MGIA
184
Moneta Group Investment Advisors
Missouri
$11.2M +$6.54M +43,127 +139%
GMA
185
Goldstein Munger & Associates
California
$11.1M -$209K -1,381 -2%
IFO
186
Independent Family Office
New York
$10.9M +$128K +844 +1%
TPCW
187
TD Private Client Wealth
New York
$10.9M -$5.63M -37,140 -34%
WSTAM
188
Wilbanks Smith & Thomas Asset Management
Virginia
$10.8M +$528K +3,486 +5%
MAM
189
Marquette Asset Management
Minnesota
$10.8M -$8.08M -53,333 -43%
MBT
190
Montecito Bank & Trust
California
$10.8M -$818K -5,395 -7%
FHA
191
First Horizon Advisors
Tennessee
$10.4M +$243K +1,601 +2%
APP
192
Avantax Planning Partners
Iowa
$10.3M -$69.6K -459 -0.7%
DI
193
Disciplined Investments
Oklahoma
$10.3M -$15.6K -103 -0.2%
EWA
194
EP Wealth Advisors
California
$10.3M -$647K -4,271 -6%
AF
195
Affiance Financial
Minnesota
$10.2M +$10.1M +66,936 +10,492%
UB
196
UMB Bank
Missouri
$10.2M +$1.63M +10,781 +19%
JIC
197
Johnson Investment Counsel
Ohio
$10.2M +$1.27M +8,360 +14%
NL
198
NWAM LLC
Washington
$10.2M +$2.26M +14,939 +29%
CG
199
Cutler Group
California
$10.1M +$6.55M +43,200 +184%
AF
200
Advisornet Financial
Minnesota
$9.88M -$1.86M -12,298 -16%