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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 %
CPIA
926
Cornell Pochily Investment Advisors
New York
$445K
OPW
927
Oxler Private Wealth
New York
$444K +$1.68K +11 +0.4%
HC
928
Hamilton Capital
Ohio
$443K
Schroder Investment Management Group
929
Schroder Investment Management Group
United Kingdom
$442K
NW
930
NewEdge Wealth
Pennsylvania
$438K -$22.3M -146,170 -98%
MPWT
931
MassMutual Private Wealth & Trust
Connecticut
$437K -$15.2K -100 -3%
TCA
932
Transcend Capital Advisors
New Jersey
$436K -$207K -1,361 -32%
WMS
933
Wealth Management Solutions
Pennsylvania
$435K -$25.7K -169 -6%
WCFA
934
Walkner Condon Financial Advisors
Wisconsin
$434K +$143K +940 +49%
SPP
935
Single Point Partners
Massachusetts
$434K +$1.52K +10 +0.4%
ASC
936
Atalanta Sosnoff Capital
New York
$431K
BOH
937
Bank of Hawaii
Hawaii
$430K -$208K -1,365 -33%
PA
938
PFG Advisors
Arizona
$428K +$60.1K +395 +16%
FC
939
Forte Capital
New York
$427K
IA
940
Insight Advisors
Pennsylvania
$423K -$15.2K -100 -3%
HWA
941
HCR Wealth Advisors
California
$423K
SWM
942
SeaCrest Wealth Management
New York
$422K -$35.6K -234 -8%
FSA
943
Fort Sheridan Advisors
Illinois
$420K +$34.7K +228 +9%
TAM
944
Townsend Asset Management
North Carolina
$420K -$19.2K -126 -4%
PL
945
Plancorp LLC
Missouri
$419K
BWP
946
Balboa Wealth Partners
Arizona
$418K -$740K -4,862 -64%
TSWM
947
Triangle Securities Wealth Management
North Carolina
$418K -$10.7K -70 -2%
Koshinski Asset Management
948
Koshinski Asset Management
Illinois
$415K +$25.6K +168 +7%
APW
949
Acima Private Wealth
Virginia
$414K
MOS
950
MGO One Seven
Ohio
$412K -$953K -6,261 -70%