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iShares Russell 1000 Value ETF

1,434 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.86%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
851
Ballew Advisors
Mississippi
$555K
CWA
852
CM Wealth Advisors
Ohio
$555K
AFC
853
AFT Forsyth & Company
Florida
$554K
AT
854
Arden Trust
Delaware
$551K -$2.89K -19 -0.5%
LSPW
855
Lake Street Private Wealth
Illinois
$551K -$4.88K -32 -0.9%
GFS
856
GYL Financial Synergies
Connecticut
$551K
AFG
857
Atomi Financial Group
New York
$550K -$3.04K -20 -0.5%
SFP
858
Strategic Financial Partners
Oregon
$548K
WP
859
Westmount Partners
California
$547K -$1.37K -9 -0.2%
PCMC
860
Private Capital Management (Colorado)
Colorado
$545K -$10.5K -69 -2%
FPCG
861
Fort Pitt Capital Group
Pennsylvania
$545K +$182K +1,202 +50%
BCP
862
Berkeley Capital Partners
Georgia
$544K -$104K -688 -16%
BFWA
863
Benchmark Financial Wealth Advisors
Florida
$544K
COCM
864
Charter Oak Capital Management
New Hampshire
$542K -$4.1K -27 -0.8%
MWAM
865
Manhattan West Asset Management
California
$542K +$22.1K +151 +4%
FGG
866
Financial Guidance Group
Florida
$541K
IAN
867
Integrated Advisors Network
Texas
$540K -$8.05K -53 -1%
OWA
868
One Wealth Advisors
California
$540K
AIC
869
Archer Investment Corporation
Indiana
$539K
MFG
870
MidWestOne Financial Group
Iowa
$539K -$13.4K -88 -2%
Betterment LLC
871
Betterment LLC
New York
$537K +$205K +1,350 +62%
OWP
872
Obermeyer Wealth Partners
Colorado
$536K -$24.1K -159 -4%
HGERS
873
Householder Group Estate & Retirement Specialist
Arizona
$536K +$536K +3,529 New
BCM
874
Bourgeon Capital Management
Connecticut
$536K
LCM
875
Lunt Capital Management
Utah
$534K