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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 %
KWM
976
Keebeck Wealth Management
Illinois
$383K +$85.4K +561 +29%
OIM
977
Oder Investment Management
California
$383K
AWMG
978
Alliance Wealth Management Group
New Jersey
$382K
EWA
979
Exencial Wealth Advisors
Oklahoma
$381K -$34.1K -224 -8%
VWM
980
Valley Wealth Managers
New Jersey
$380K -$1.51M -9,946 -80%
ST
981
Spinnaker Trust
Maine
$377K +$3.05K +20 +0.8%
BLC
982
Brown, Lisle/Cummings
Rhode Island
$377K
FFP
983
FourThought Financial Partners
Florida
$375K -$365K -2,397 -49%
IFWM
984
Institute for Wealth Management
Colorado
$375K -$248K -1,626 -40%
FTC
985
Farmers Trust Company
Ohio
$375K -$107K -700 -22%
EC
986
EdgeRock Capital
Colorado
$373K +$2.74K +18 +0.7%
MDCM
987
Morgan Dempsey Capital Management
Wisconsin
$372K +$237K +1,555 +175%
RDWM
988
Red Door Wealth Management
Tennessee
$370K
TIM
989
Tortoise Investment Management
New York
$368K -$9.9K -65 -3%
MC
990
Matisse Capital
Oregon
$365K -$76.1K -500 -17%
UWM
991
USAdvisors Wealth Management
Minnesota
$364K +$1.98K +13 +0.5%
PCM
992
Parsons Capital Management
Rhode Island
$363K +$4.87K +32 +1%
JC
993
Jentner Corp
Ohio
$363K
FPTW
994
Franklin, Parlapiano, Turner & Welch
Texas
$361K -$265K -1,739 -42%
PWW
995
Pettyjohn Wood & White
Virginia
$359K +$39.6K +260 +12%
SMA
996
Sage Mountain Advisors
Georgia
$359K +$8.53K +56 +2%
OWM
997
Orgel Wealth Management
Wisconsin
$359K -$3.5K -23 -1%
RWMH
998
Riverpoint Wealth Management Holdings
Illinois
$356K
MFS
999
McNamara Financial Services
Massachusetts
$356K +$14.3K +94 +4%
HP
1000
HT Partners
Connecticut
$354K