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iShares Russell 1000 Value ETF

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HP
1001
HT Partners
Connecticut
$366K
ESB
1002
Essex Savings Bank
Connecticut
$364K
HFS
1003
Heritage Financial Services
Massachusetts
$364K
SMA
1004
Sage Mountain Advisors
Georgia
$363K -$8.84K -56 -2%
NRI
1005
NFP Retirement Inc
California
$362K -$47K -298 -12%
TW
1006
Transform Wealth
Colorado
$361K -$139K -880 -28%
BBPWM
1007
Blue Bell Private Wealth Management
Pennsylvania
$361K
PAI
1008
Pittenger & Anderson Inc
Nebraska
$358K -$52.1K -330 -13%
FFP
1009
FourThought Financial Partners
Florida
$358K -$30.8K -195 -8%
PIA
1010
Petredis Investment Advisors
Pennsylvania
$358K
TIA
1011
Traphagen Investment Advisors
New Jersey
$354K -$947 -6 -0.3%
SC
1012
Schoolcraft Capital
Colorado
$352K
VNB
1013
Virginia National Bank
Virginia
$351K -$11.4K -72 -3%
WTFG
1014
Wells Trecaso Financial Group
Ohio
$351K
HCM
1015
Hollencrest Capital Management
California
$351K
GC
1016
Gibson Capital
Pennsylvania
$349K
PWA
1017
Phoenix Wealth Advisors
North Carolina
$347K
GKIM
1018
GW&K Investment Management
Massachusetts
$347K +$26K +165 +8%
Betterment LLC
1019
Betterment LLC
New York
$345K +$127K +803 +58%
LTL
1020
Lowery Thomas LLC
California
$344K +$1.26K +8 +0.4%
CFP
1021
Curran Financial Partners
South Carolina
$342K +$947 +6 +0.3%
CCG
1022
Coastwise Capital Group
California
$339K
ZF
1023
Zhang Financial
Michigan
$338K +$338K +2,134 New
HIA
1024
HTG Investment Advisors
Connecticut
$337K +$337K +2,135 New
WAM
1025
Weatherly Asset Management
California
$336K