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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 %
BFPW
851
BOK Financial Private Wealth
Colorado
$577K -$1.22K -8 -0.2%
Macquarie Group
852
Macquarie Group
Australia
$572K -$7.63M -50,120 -93%
LWA
853
LWS Wealth Advisors
New Jersey
$566K -$79.9K -524 -12%
Victory Capital Management
854
Victory Capital Management
Texas
$563K
OWP
855
Obermeyer Wealth Partners
Colorado
$562K
AFC
856
AFT Forsyth & Company
Florida
$561K -$5.02K -33 -0.9%
MMA
857
Miracle Mile Advisors
California
$559K +$127K +837 +30%
PAG
858
Paladin Advisory Group
Iowa
$558K +$558K +3,664 New
LOPW
859
Live Oak Private Wealth
North Carolina
$556K -$29.5K -194 -5%
LSPW
860
Lake Street Private Wealth
Illinois
$553K +$1.22K +8 +0.2%
GFS
861
GYL Financial Synergies
Connecticut
$551K +$6.09K +40 +1%
COCM
862
Charter Oak Capital Management
New Hampshire
$551K +$2.89K +19 +0.5%
GA
863
Greenspring Advisors
Maryland
$550K
SFP
864
Strategic Financial Partners
Oregon
$550K +$29.8K +196 +6%
WP
865
Westmount Partners
California
$550K +$15.2K +100 +3%
MFG
866
MidWestOne Financial Group
Iowa
$549K -$18.3K -120 -3%
FGG
867
Financial Guidance Group
Florida
$547K -$6.09K -40 -1%
ATC
868
Adirondack Trust Company
New York
$547K +$46.9K +308 +9%
BFWA
869
Benchmark Financial Wealth Advisors
Florida
$545K -$25.1K -165 -4%
MWAM
870
Manhattan West Asset Management
California
$543K +$16.4K +108 +3%
OWA
871
One Wealth Advisors
California
$541K -$1.1M -7,230 -67%
GGS
872
Galvin Gaustad & Stein
Arizona
$538K -$42.9K -282 -7%
BCM
873
Bourgeon Capital Management
Connecticut
$537K
SOS
874
Silver Oak Securities
Tennessee
$537K +$537K +3,524 New
JF
875
JSF Financial
California
$537K -$86.3K -567 -14%