IWD icon

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 %
CAG
976
Crestwood Advisors Group
Massachusetts
$387K -$168K -1,106 -30%
FHA
977
Flagship Harbor Advisors
Massachusetts
$384K
TSWM
978
Triangle Securities Wealth Management
North Carolina
$381K -$36.3K -239 -9%
DJSG
979
D.J. St. Germain
Massachusetts
$378K -$27.2K -179 -7%
KWM
980
Keebeck Wealth Management
Illinois
$378K -$2.75K -18 -0.7%
ST
981
Spinnaker Trust
Maine
$376K
BLC
982
Brown, Lisle/Cummings
Rhode Island
$376K
HFS
983
Heritage Financial Services
Massachusetts
$375K +$25.4K +167 +7%
YIA
984
YHB Investment Advisors
Connecticut
$375K
FCAM
985
First Citizens Asset Management
North Carolina
$375K -$31.3K -206 -8%
FTC
986
Farmers Trust Company
Ohio
$373K
HWA
987
Heartwood Wealth Advisors
Virginia
$373K +$373K +2,460 New
MFS
988
McNamara Financial Services
Massachusetts
$373K -$15.8K -104 -4%
EWA
989
Exencial Wealth Advisors
Oklahoma
$370K -$43K -283 -10%
PCM
990
Parsons Capital Management
Rhode Island
$369K +$13.8K +91 +4%
HBW
991
Hazlett, Burt & Watson
West Virginia
$368K +$192K +1,262 +109%
MFG
992
Merit Financial Group
Georgia
$366K +$73K +481 +25%
TIM
993
Tortoise Investment Management
New York
$366K -$4.56K -30 -1%
AT
994
American Trust
Kentucky
$364K -$118K -778 -24%
MSA
995
Marino Stram & Associates
Massachusetts
$362K
JC
996
Jentner Corp
Ohio
$362K
FPTW
997
Franklin, Parlapiano, Turner & Welch
Texas
$360K
OWM
998
Orgel Wealth Management
Wisconsin
$358K -$4.86K -32 -1%
PWW
999
Pettyjohn Wood & White
Virginia
$358K
JJBC
1000
James J. Burns & Company
New York
$356K -$90.1K -593 -20%