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iShares Russell 1000 Value ETF

1,222 hedge funds and large institutions have $41.5B invested in iShares Russell 1000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 473 increasing their positions, 380 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+32
Holders Change %
+2.69%
% of All Funds
21.33%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.5%
New
93
Increased
473
Reduced
380
Closed
47
Calls
$109M
Puts
$73.6M
Net Calls
+$35.7M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IFO
201
Independent Family Office
New York
$10.6M -$799K -5,036 -7%
CCT
202
Country Club Trust
Missouri
$10.5M +$759K +4,802 +8%
NL
203
NWAM LLC
Washington
$10.5M -$115K -727 -1%
JIC
204
Johnson Investment Counsel
Ohio
$10.4M -$214K -1,348 -2%
OAM
205
Oppenheimer Asset Management
New York
$10.3M +$539K +3,401 +6%
FI
206
Financial Insights
Washington
$10.3M
V
207
Veritable
Delaware
$10.1M -$29.7K -187 -0.3%
SW
208
SVB Wealth
Massachusetts
$10M +$1.83M +11,568 +22%
VanEck Associates
209
VanEck Associates
New York
$10M +$3.42M +21,574 +52%
CA
210
Calton & Associates
Florida
$10M -$5.58M -35,163 -36%
HTC
211
Haverford Trust Company
Pennsylvania
$9.83M +$9.1M +57,378 +1,257%
SWP
212
Stratos Wealth Partners
Ohio
$9.78M +$830K +5,233 +9%
Schroder Investment Management Group
213
Schroder Investment Management Group
United Kingdom
$9.67M -$14.9M -93,750 -61%
JFGIW
214
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.61M -$368K -2,319 -4%
BCI
215
Brinker Capital Investments
Pennsylvania
$9.55M -$5.94M -37,454 -38%
IC
216
IEQ Capital
California
$9.52M +$7.82M +49,308 +459%
HSA
217
HBK Sorce Advisory
Pennsylvania
$9.49M -$171K -1,081 -2%
State Street
218
State Street
Massachusetts
$9.49M +$8.1M +51,060 +581%
C
219
Certuity
Florida
$9.48M +$729K +4,599 +8%
SWP
220
ShoreHaven Wealth Partners
New Jersey
$9.46M -$333K -2,097 -3%
GL
221
Graypoint LLC
New York
$9.44M +$1.63M +10,280 +21%
NOI
222
Newton One Investments
Delaware
$9.33M +$57.6K +363 +0.6%
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$8.94M +$6.92M +43,649 +343%
BPA
224
Beacon Pointe Advisors
California
$8.91M -$780K -4,917 -8%
Two Sigma Investments
225
Two Sigma Investments
New York
$8.87M +$4.55M +28,700 +106%