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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 %
GSIS
726
Global Strategic Investment Solutions
Arizona
$857K +$305 +2 +0%
AWM
727
Apollon Wealth Management
South Carolina
$851K -$144K -948 -14%
AUB
728
Atlantic Union Bankshares
Virginia
$850K -$102K -672 -11%
FFN
729
Focus Financial Network
Minnesota
$839K -$40.8K -268 -5%
MAM
730
MMA Asset Management
Pennsylvania
$834K -$3.11M -20,453 -79%
VCM
731
Vivaldi Capital Management
Illinois
$831K -$1.29M -8,491 -61%
RPWA
732
Regent Peak Wealth Advisors
Georgia
$830K -$101K -661 -11%
FA
733
Fiducient Advisors
Illinois
$830K -$12K -79 -1%
MA
734
MONECO Advisors
Connecticut
$824K +$20.6K +135 +3%
SC
735
SouthState Corp
Florida
$823K
Vontobel Holding
736
Vontobel Holding
Switzerland
$822K +$822K +5,396 New
LBC
737
Lowe Brockenbrough & Co
Virginia
$821K -$183K -1,200 -18%
FTS
738
Fifth Third Securities
Ohio
$820K -$829K -5,446 -50%
PIA
739
Perennial Investment Advisors
California
$817K -$35.3K -232 -4%
SCA
740
STALEY CAPITAL ADVISERS
Pennsylvania
$816K
TWM
741
Thrive Wealth Management
Pennsylvania
$810K -$33.3K -219 -4%
CTC
742
Central Trust Company
Missouri
$805K
CWM
743
Chicago Wealth Management
Illinois
$802K
AAS
744
Annex Advisory Services
Wisconsin
$799K -$109K -718 -12%
LSA
745
Lion Street Advisors
Texas
$797K +$797K +5,234 New
GT
746
Greenleaf Trust
Michigan
$789K -$45.4K -298 -5%
MCM
747
Mitchell Capital Management
Kansas
$786K -$763K -5,010 -49%
BFC
748
Bedel Financial Consulting
Indiana
$782K +$397K +2,605 +103%
CWM
749
Connecticut Wealth Management
Connecticut
$775K
STA
750
Summit Trail Advisors
New York
$771K -$112K -734 -13%