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iShares Russell 1000 Value ETF

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
851
MidWestOne Financial Group
Iowa
$574K +$4.89K +31 +0.9%
GFS
852
GYL Financial Synergies
Connecticut
$573K +$1.26K +8 +0.2%
BWA
853
BDO Wealth Advisors
Florida
$572K +$154K +978 +37%
SFP
854
Strategic Financial Partners
Oregon
$570K
WP
855
Westmount Partners
California
$570K
IAN
856
Integrated Advisors Network
Texas
$570K -$50.2K -318 -8%
COCM
857
Charter Oak Capital Management
New Hampshire
$568K -$3K -19 -0.5%
BFWA
858
Benchmark Financial Wealth Advisors
Florida
$565K +$789 +5 +0.1%
FGG
859
Financial Guidance Group
Florida
$562K -$5.05K -32 -0.9%
OWA
860
One Wealth Advisors
California
$561K
MWAM
861
Manhattan West Asset Management
California
$561K -$2.37K -15 -0.4%
AIC
862
Archer Investment Corporation
Indiana
$560K +$15.3K +97 +3%
Empower Advisory Group
863
Empower Advisory Group
Colorado
$559K -$208K -1,320 -27%
CHC
864
City Holding Co
West Virginia
$559K -$40.4K -256 -7%
BCM
865
Bourgeon Capital Management
Connecticut
$557K
TWA
866
Talisman Wealth Advisors
New Jersey
$556K -$79.4K -503 -12%
SOS
867
Silver Oak Securities
Tennessee
$556K
LCM
868
Lunt Capital Management
Utah
$556K +$556K +3,520 New
IAS
869
Insigneo Advisory Services
Florida
$554K +$190K +1,202 +52%
MFA
870
Mayflower Financial Advisors
Massachusetts
$551K -$170K -1,074 -24%
ERWM
871
Elk River Wealth Management
Colorado
$546K -$440K -2,788 -45%
WW
872
Waterfront Wealth
Kansas
$544K
RWP
873
RWA Wealth Partners
Massachusetts
$542K -$2.84K -18 -0.5%
PEA
874
Park Edge Advisors
Ohio
$530K -$78.8K -499 -13%
BA
875
Bristlecone Advisors
Washington
$530K