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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 %
ETIA
826
Epic Trust Investment Advisors
Washington
$606K -$5.63K -37 -0.9%
CIAS
827
Capital Investment Advisory Services
North Carolina
$605K -$19.3K -127 -3%
CSPAM
828
Cary Street Partners Asset Management
Virginia
$602K -$71.7K -471 -11%
PCMC
829
Private Capital Management (Colorado)
Colorado
$602K +$39.3K +258 +7%
IBOK
830
Independence Bank of Kentucky
Kentucky
$600K +$4.57K +30 +0.8%
AA
831
Aire Advisors
California
$599K -$38.1K -250 -6%
IAN
832
Integrated Advisors Network
Texas
$598K -$106K -697 -15%
WIC
833
Woodmont Investment Counsel
Tennessee
$595K +$11.4K +75 +2%
PFT
834
Providence First Trust
Arizona
$594K
SB
835
Sunflower Bank
Texas
$590K +$24.1K +158 +4%
BFG
836
Berger Financial Group
Minnesota
$589K
BWA
837
Bordeaux Wealth Advisors
California
$588K
PEA
838
Park Edge Advisors
Ohio
$587K
CFS
839
CRA Financial Services
New Jersey
$586K -$1.98K -13 -0.3%
AIP
840
Ameritas Investment Partners
Nebraska
$583K -$90.3K -593 -13%
NCM
841
NCM Capital Management
New Jersey
$583K -$871K -5,715 -60%
LFS
842
Lutz Financial Services
Nebraska
$582K
BWP
843
BSW Wealth Partners
Colorado
$582K +$73.7K +484 +15%
CD
844
Chapin Davis
Maryland
$580K +$10.1K +66 +2%
BA
845
Ballew Advisors
Mississippi
$580K -$38.8K -250 -6%
CAG
846
Crestwood Advisors Group
Massachusetts
$579K -$128K -840 -18%
FCFC
847
First Commonwealth Financial Corp
Pennsylvania
$579K -$18.6K -122 -3%
BWA
848
Beam Wealth Advisors
Louisiana
$579K -$25.9K -170 -4%
CHC
849
City Holding Co
West Virginia
$578K -$25.6K -168 -4%
EWM
850
Echo Wealth Management
Minnesota
$578K -$47.4K -311 -8%