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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 %
QPWM
901
Quadrant Private Wealth Management
Pennsylvania
$489K -$14.1K -92 -3%
WW
902
Waterfront Wealth
Kansas
$488K
SHGA
903
Sand Hill Global Advisors
California
$486K +$37.5K +247 +8%
CCT
904
Capital City Trust
Florida
$486K
TWA
905
Talisman Wealth Advisors
New Jersey
$485K -$49.8K -328 -9%
MCM
906
Morton Capital Management
California
$484K +$264K +1,739 +120%
CSWM
907
Cassady Schiller Wealth Management
Ohio
$483K -$13.3K -85 -3%
GGS
908
Galvin Gaustad & Stein
Arizona
$483K -$8.05K -53 -2%
DC
909
Davenport & Co
Virginia
$482K +$26.1K +172 +6%
CT
910
Cambridge Trust
Massachusetts
$479K +$37.2K +245 +8%
EWM
911
Echo Wealth Management
Minnesota
$478K -$21.6K -142 -4%
TA
912
TrueWealth Advisors
Alabama
$478K
MOS
913
MGO One Seven
Ohio
$474K +$34.6K +228 +8%
Empower Advisory Group
914
Empower Advisory Group
Colorado
$474K -$64.1K -422 -12%
ATC
915
Adirondack Trust Company
New York
$472K -$73.2K -482 -13%
MCM
916
Manchester Capital Management
Vermont
$470K
MAA
917
Matrix Asset Advisors
New York
$470K +$102K +673 +28%
CIP
918
Capital Insight Partners
Arizona
$460K -$108K -711 -19%
ClearBridge Investments
919
ClearBridge Investments
New York
$460K +$460K +3,028 New
PP
920
PrairieView Partners
Minnesota
$456K
BCM
921
Buckhead Capital Management
Georgia
$455K
FIM
922
Fernwood Investment Management
Massachusetts
$454K +$3.8K +25 +0.8%
OA
923
Operose Advisors
Wisconsin
$454K
SCM
924
Schnieders Capital Management
California
$451K
CNC
925
Citizens & Northern Corp
Pennsylvania
$450K -$28.2K -186 -6%