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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 %
SAM
176
Silvercrest Asset Management
New York
$15.4M +$1.36M +8,096 +10%
VOYA Investment Management
177
VOYA Investment Management
Georgia
$15.2M -$3.18M -18,917 -17%
UB
178
UMB Bank
Missouri
$15M +$1.65M +9,809 +12%
Neuberger Berman Group
179
Neuberger Berman Group
New York
$14.9M +$11.1M +66,100 +294%
RJT
180
Raymond James Trust
Florida
$14.8M +$697K +4,151 +5%
NW
181
NewEdge Wealth
Pennsylvania
$14.8M +$7.09M +42,219 +92%
CP
182
Covenant Partners
Tennessee
$14.8M -$185K -1,101 -1%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$14.6M +$1.45M +8,641 +11%
BWCS
184
Beirne Wealth Consulting Services
Connecticut
$14.5M +$1.58M +9,399 +12%
RFA
185
RTD Financial Advisors
Pennsylvania
$14.5M +$14.5M +86,222 New
CCWA
186
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.5M -$89K -530 -0.6%
GIM
187
Goelzer Investment Management
Indiana
$14.4M -$739K -4,403 -5%
Aristotle Capital Management
188
Aristotle Capital Management
California
$14.4M +$2.02M +12,052 +16%
Principal Financial Group
189
Principal Financial Group
Iowa
$14.4M -$87.4K -526 -0.6%
RhumbLine Advisers
190
RhumbLine Advisers
Massachusetts
$14M -$231K -1,376 -2%
HTC
191
Haverford Trust Company
Pennsylvania
$13.9M +$723K +4,308 +5%
WJA
192
Willis Johnson & Associates
Texas
$13.9M -$2.69M -16,031 -16%
JBA
193
Johnson Bixby & Associates
Washington
$13.9M +$1.74M +10,357 +14%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$13.8M +$863K +5,137 +7%
SEI Investments
195
SEI Investments
Pennsylvania
$13.6M -$130K -775 -0.9%
SIM
196
Stratos Investment Management
Ohio
$13.6M +$5.4M +32,148 +66%
WANY
197
Wealthspire Advisors (New York)
New York
$13.6M -$1.27M -7,592 -9%
NA
198
Nottingham Advisors
New York
$13.5M -$3.26M -19,389 -19%
AF
199
Affiance Financial
Minnesota
$13.4M +$356K +2,119 +3%
C
200
Certuity
Florida
$13.3M +$3.02M +17,994 +29%