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 %
CC
776
Courier Capital
New York
$702K -$7.61K -50 -1%
BFA
777
Brendel Financial Advisors
New Hampshire
$701K +$701K +4,601 New
MFA
778
Mayflower Financial Advisors
Massachusetts
$695K +$444K +2,919 +177%
FMTC
779
Farmers & Merchants Trust Company
California
$689K -$59.1K -388 -8%
BWL
780
Bogart Wealth LLC
Virginia
$687K +$3.35K +22 +0.5%
WI
781
WrapManager Inc
California
$685K -$11.4K -75 -2%
CCM
782
Coldstream Capital Management
Washington
$682K -$47.1K -309 -6%
AWS
783
AJ Wealth Strategies
New York
$679K
PAM
784
Palisade Asset Management
Minnesota
$678K +$152 +1 +0%
PWMG
785
Provence Wealth Management Group
California
$672K -$392K -2,576 -37%
HI
786
Harbour Investments
Wisconsin
$669K -$6.4K -42 -0.9%
GPA
787
Guidance Point Advisors
Massachusetts
$659K +$3.05K +20 +0.5%
EWM
788
Empirical Wealth Management
Washington
$658K -$151K -990 -19%
CA
789
CGN Advisors
Kansas
$655K +$609 +4 +0.1%
CPA
790
Capital Planning Advisors
California
$652K
PMFA
791
Plante Moran Financial Advisors
Michigan
$652K -$302K -1,983 -32%
AWM
792
Accurate Wealth Management
Florida
$650K
LCOV
793
London Company of Virginia
Virginia
$648K -$56.1M -368,163 -99%
MIAS
794
Mason Investment Advisory Services
Virginia
$648K
CT
795
Columbia Trust
Oregon
$647K -$2.66M -17,491 -80%
NL
796
NVWM LLC
Pennsylvania
$646K
AT
797
American Trust
Kentucky
$645K -$35.2K -231 -5%
BFEC
798
Benjamin F. Edwards & Company
Missouri
$645K -$38.4K -252 -6%
FRA
799
Front Row Advisors
California
$642K -$12.2K -80 -2%
PWMAG
800
Pinnacle Wealth Management Advisory Group
New Jersey
$639K