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iShares Russell 1000 Value ETF

1,222 hedge funds and large institutions have $41.7B invested in iShares Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 448 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
Holders Change %
0%
% of All Funds
21.46%
Holding in Top 10
91
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.81%
% of All Funds
1.6%
New
75
Increased
448
Reduced
380
Closed
57
Calls
$85.3M
Puts
$160M
Net Calls
-$74.4M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
GL
201
Graypoint LLC
New York
$10.7M +$1.34M +8,564 +14%
DI
202
Disciplined Investments
Oklahoma
$10.6M +$10.2K +65 +0.1%
HCM
203
HMS Capital Management
Tennessee
$10.6M -$211K -1,351 -2%
OAM
204
Oppenheimer Asset Management
New York
$10.5M +$288K +1,841 +3%
IFO
205
Independent Family Office
New York
$10.5M -$27.4K -175 -0.3%
RCIM
206
Red Cedar Investment Management
Michigan
$10.3M +$4.04M +25,794 +64%
FMWA
207
Forvis Mazars Wealth Advisors
Missouri
$10.2M +$1.36M +8,680 +15%
BF
208
BOK Financial
Oklahoma
$10.2M +$10.2M +64,879 New
EWA
209
EP Wealth Advisors
California
$10.1M -$509K -3,252 -5%
SGDR
210
SPX Gestao de Recursos
Brazil
$9.88M +$5.93M +37,900 +150%
V
211
Veritable
Delaware
$9.86M -$116K -743 -1%
NL
212
NWAM LLC
Washington
$9.85M -$519K -3,313 -5%
EIC
213
Equity Investment Corp
Georgia
$9.83M +$5.58M +35,624 +131%
SWP
214
Stratos Wealth Partners
Ohio
$9.78M +$132K +844 +1%
C
215
Certuity
Florida
$9.61M +$251K +1,601 +3%
SWP
216
ShoreHaven Wealth Partners
New Jersey
$9.58M +$244K +1,558 +3%
MA
217
Montag & Associates
Georgia
$9.57M +$1.36M +8,670 +17%
BCI
218
Brinker Capital Investments
Pennsylvania
$9.55M +$27.5K +174 +0.3%
BSW
219
Buckingham Strategic Wealth
Missouri
$9.54M +$1.13M +7,188 +13%
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.44M -$34.9K -223 -0.4%
VWA
221
Visionary Wealth Advisors
Illinois
$9.42M +$1.42M +9,071 +18%
FA
222
Flagstar Advisors
New York
$9.4M +$9.4M +60,044 New
NOI
223
Newton One Investments
Delaware
$9.35M +$142K +906 +2%
HSA
224
HBK Sorce Advisory
Pennsylvania
$9.26M -$110K -701 -1%
SCG
225
Sonata Capital Group
Washington
$8.99M +$375K +2,398 +4%