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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 %
EIG
326
Ellenbecker Investment Group
Wisconsin
$4.54M -$457 -3 -0%
TLA
327
Tanglewood Legacy Advisors
Texas
$4.54M -$51.9K -341 -1%
HR
328
Hardy Reed
Mississippi
$4.52M
S
329
SignatureFD
Georgia
$4.41M -$68.4K -449 -2%
R
330
Rebalance
California
$4.41M +$22.1K +145 +0.5%
TWM
331
Tolleson Wealth Management
Texas
$4.41M -$71.6K -470 -2%
RTL
332
Red Tortoise LLC
Georgia
$4.4M +$19.5K +128 +0.4%
CB
333
Centennial Bank
Arkansas
$4.39M +$10.4K +68 +0.2%
RCIM
334
Red Cedar Investment Management
Michigan
$4.36M -$3.56M -23,358 -45%
JWCA
335
J.W. Cole Advisors
Florida
$4.32M -$301K -1,975 -7%
HWA
336
Hillcrest Wealth Advisors
New Jersey
$4.32M -$255K -1,675 -6%
GIA
337
Gladstone Institutional Advisory
Florida
$4.31M -$24.8K -163 -0.6%
MCWS
338
McKinley Carter Wealth Services
West Virginia
$4.29M -$46K -302 -1%
GRP
339
Global Retirement Partners
California
$4.28M +$1.1M +7,316 +35%
HS
340
HighVista Strategies
Massachusetts
$4.25M +$620K +4,075 +17%
CB
341
Community Bank
New York
$4.23M +$196K +1,288 +5%
DWT
342
Dorsey & Whitney Trust
South Dakota
$4.21M -$42.6K -280 -1%
RIL
343
Rothschild Investment LLC
Illinois
$4.21M -$46.3K -304 -1%
BJL
344
Brighton Jones LLC
Washington
$4.2M +$39.7K +261 +1%
FA
345
FC Advisory
Pennsylvania
$4.18M -$110K -723 -3%
SFG
346
Sage Financial Group
Pennsylvania
$4.17M +$52.4K +344 +1%
HDIM
347
Hanson & Doremus Investment Management
Vermont
$4.17M -$5.18K -34 -0.1%
HNB
348
Huntington National Bank
Ohio
$4.17M -$4.39M
SIA
349
Stegner Investment Associates
Kentucky
$4.11M +$3.24K +21 +0.1%
CS
350
Credit Suisse
Switzerland
$4.11M -$2.19M -14,393 -35%