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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 %
CT
876
Cambridge Trust
Massachusetts
$535K -$22.8K -150 -4%
RVM
877
Robinson Value Management
Texas
$534K
TC
878
TownSquare Capital
Utah
$533K +$21.5K +141 +4%
AIC
879
Archer Investment Corporation
Indiana
$526K +$66.8K +439 +15%
RWP
880
RWA Wealth Partners
Massachusetts
$525K -$21.8K -143 -4%
AA
881
Auxano Advisors
Washington
$524K
EIP
882
Ellis Investment Partners
Pennsylvania
$523K -$24.7K -162 -5%
ACA
883
Aptus Capital Advisors
Alabama
$523K -$106K -695 -17%
BA
884
Bristlecone Advisors
Washington
$511K
RIM
885
Rockbridge Investment Management
New York
$508K -$6.55K -43 -1%
WW
886
Waterfront Wealth
Kansas
$508K
QPWM
887
Quadrant Private Wealth Management
Pennsylvania
$506K -$4.72K -31 -0.9%
GWANC
888
Guardian Wealth Advisors (North Carolina)
North Carolina
$505K -$14.9K -98 -3%
WFAG
889
Wescott Financial Advisory Group
Pennsylvania
$500K +$914 +6 +0.2%
OHWP
890
Oak Harbor Wealth Partners
North Carolina
$499K +$15.2K +100 +3%
WF
891
Warner Financial
Maryland
$497K +$6.09K +40 +1%
GWS
892
Glassman Wealth Services
Virginia
$496K
HCA
893
Heck Capital Advisors
Wisconsin
$492K -$3.81K -25 -0.8%
ECM
894
Evergreen Capital Management
Washington
$491K
WP
895
WealthPLAN Partners
Nebraska
$490K
CCT
896
Capital City Trust
Florida
$487K
TCWA
897
Ten Capital Wealth Advisors
Washington
$487K
CSWM
898
Cassady Schiller Wealth Management
Ohio
$483K +$448K +2,950 +1,272%
TW
899
Transform Wealth
Colorado
$483K +$84.4K +554 +21%
CNC
900
Citizens & Northern Corp
Pennsylvania
$480K