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iShares Russell 1000 Value ETF

1,434 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.86%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
451
Forum Financial Management
Illinois
$2.44M +$24K +158 +1%
CWM
452
Castle Wealth Management
Florida
$2.43M -$197K -1,290 -8%
AWP
453
Ascent Wealth Partners
New York
$2.42M -$257K -1,694 -10%
PWA
454
Provenance Wealth Advisors
Florida
$2.41M +$2.41M +15,880 New
AA
455
Ancora Advisors
Ohio
$2.4M -$4.86K -32 -0.2%
PWM
456
Perigon Wealth Management
California
$2.4M -$199K -1,310 -8%
GSAM
457
Grant Street Asset Management
Pennsylvania
$2.4M -$18.9M -124,813 -89%
CCM
458
Colorado Capital Management
Colorado
$2.38M -$26K -171 -1%
EAM
459
Evanson Asset Management
California
$2.37M
WWA
460
WCG Wealth Advisors
Nevada
$2.36M +$2.36M +15,536 New
SCA
461
Stillwater Capital Advisors
Pennsylvania
$2.34M -$88.1K -580 -4%
AI
462
Accredited Investors
Minnesota
$2.31M -$29K -191 -1%
AIM
463
Allen Investment Management
New York
$2.31M
WWM
464
Western Wealth Management
Colorado
$2.3M -$22.3K -147 -1%
PA
465
Procyon Advisors
Connecticut
$2.28M -$21.1K -139 -0.9%
DSC
466
Donald Smith & Co
New York
$2.28M
FHB
467
First Hawaiian Bank
Hawaii
$2.27M
GBT
468
Grove Bank & Trust
Florida
$2.26M +$388K +2,556 +21%
WSFS
469
Wilmington Savings Fund Society
Delaware
$2.26M +$8.2K +54 +0.4%
BTW
470
Boston Trust Walden
Massachusetts
$2.25M
AssetMark Inc
471
AssetMark Inc
California
$2.25M +$413K +2,718 +23%
PFA
472
Pathway Financial Advisors
Vermont
$2.24M -$10.8K -71 -0.5%
VCA
473
Verdence Capital Advisors
Maryland
$2.23M +$353K +2,325 +19%
BFG
474
Baron Financial Group
New Jersey
$2.22M -$44.8K -295 -2%
FFA
475
Founders Financial Alliance
North Carolina
$2.21M