IWD icon

iShares Russell 1000 Value ETF

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
276
Hancock Whitney
Mississippi
$6.21M -$779K -5,118 -11%
AWE
277
Avidian Wealth Enterprises
Texas
$6.11M +$5.3M +34,780 +648%
AIA
278
Arbor Investment Advisors
North Carolina
$6.02M +$520K +3,413 +9%
DFG
279
Demars Financial Group
Washington
$6.01M -$57.9K -380 -1%
PA
280
Parallel Advisors
California
$5.9M -$875K -5,745 -13%
SW
281
SlateStone Wealth
Florida
$5.87M +$1.08M +7,103 +23%
SFG
282
Sunburst Financial Group
Alabama
$5.85M
ASW
283
Astoria Strategic Wealth
Texas
$5.76M -$23K -151 -0.4%
BAAM
284
Baker Avenue Asset Management
California
$5.74M -$148K -971 -3%
Millennium Management
285
Millennium Management
New York
$5.59M +$3.24M +21,261 +138%
TCPWM
286
Traverso Chambers Private Wealth Management
California
$5.58M -$162K -1,063 -3%
SBH
287
Segall Bryant & Hamill
Illinois
$5.53M +$79.2K +520 +1%
Aristotle Capital Management
288
Aristotle Capital Management
California
$5.44M -$60.8M -399,020 -92%
JBA
289
Johnson Bixby & Associates
Washington
$5.42M -$17.9M -117,390 -77%
Deutsche Bank
290
Deutsche Bank
Germany
$5.33M +$175K +1,148 +3%
Loomis, Sayles & Company
291
Loomis, Sayles & Company
Massachusetts
$5.31M -$525K -3,451 -9%
APP
292
Avantax Planning Partners
Iowa
$5.31M -$104K -686 -2%
SCM
293
SOL Capital Management
Maryland
$5.29M -$22.8K -150 -0.4%
AL
294
Aspiriant LLC
California
$5.25M -$336K -2,208 -6%
CW
295
CreativeOne Wealth
Kansas
$5.25M -$2.42M -15,913 -32%
BPCE
296
Bank Pictet & Cie (Europe)
Germany
$5.16M
UWPG
297
Ullmann Wealth Partners Group
Florida
$5.05M -$27.6K -181 -0.5%
DIP
298
DT Investment Partners
Pennsylvania
$5.01M
SWA
299
Stratos Wealth Advisors
Ohio
$4.98M -$45.4K -298 -0.9%
BI
300
Ballast Inc
Kentucky
$4.97M +$78.1K +513 +2%