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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 %
FIA
951
Foundations Investment Advisors
Arizona
$421K +$35.8K +236 +9%
JF
952
JSF Financial
California
$419K -$89.6K -590 -18%
PL
953
Plancorp LLC
Missouri
$418K
TAM
954
Townsend Asset Management
North Carolina
$415K -$4.1K -27 -1%
TAM
955
Titleist Asset Management
Texas
$414K -$455 -3 -0.1%
APW
956
Acima Private Wealth
Virginia
$413K
MCP
957
Mirador Capital Partners
California
$406K
IA
958
Insight Advisors
Pennsylvania
$406K
HC
959
Hamilton Capital
Ohio
$405K
CC
960
Cypress Capital
Tennessee
$403K
UWM
961
USAdvisors Wealth Management
Minnesota
$402K -$152 -1 -0%
FC
962
Fusion Capital
South Carolina
$401K
TI
963
Truepoint Inc
Ohio
$399K
WMS
964
Wealth Management Solutions
Pennsylvania
$398K -$32.5K -214 -8%
CWM
965
Chicago Wealth Management
Illinois
$398K
SWM
966
SeaCrest Wealth Management
New York
$396K -$7.29K -48 -2%
HCM
967
Highview Capital Management
Illinois
$395K
DDPIC
968
Deroy & Devereaux Private Investment Counsel
Michigan
$395K -$30.4K -200 -7%
GWANC
969
Guardian Wealth Advisors (North Carolina)
North Carolina
$393K -$75K -490 -16%
GTAM
970
Global Trust Asset Management
Florida
$393K +$7.59K +50 +2%
SHFA
971
SC&H Financial Advisors
Maryland
$393K
BI
972
Berkeley Inc
Idaho
$392K
BBNA
973
Bremer Bank National Association
Minnesota
$391K -$12.4K -82 -3%
ACA
974
Aptus Capital Advisors
Alabama
$390K -$78.9K -520 -17%
PWP
975
Perfromance Wealth Partners
Illinois
$389K