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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 %
RWMH
1001
Riverpoint Wealth Management Holdings
Illinois
$355K
FFP
1002
FourThought Financial Partners
Florida
$355K +$10.9K +72 +3%
LWM
1003
LJI Wealth Management
Indiana
$354K -$55.5M -365,414 -99%
MC
1004
Matisse Capital
Oregon
$354K
Eagle Capital Management (New York)
1005
Eagle Capital Management (New York)
New York
$353K -$505K -3,326 -59%
HP
1006
HT Partners
Connecticut
$353K
CAL
1007
Capital Analysts LLC
Pennsylvania
$352K +$247K +1,631 +236%
QT
1008
Quantbot Technologies
New York
$351K -$47.5K -313 -12%
SMA
1009
Sage Mountain Advisors
Georgia
$350K
CA
1010
Continuum Advisory
Idaho
$348K +$35.8K +236 +11%
PAI
1011
Pittenger & Anderson Inc
Nebraska
$345K
PIA
1012
Petredis Investment Advisors
Pennsylvania
$344K
CP
1013
Coho Partners
Pennsylvania
$344K +$344K +2,265 New
MF
1014
Montis Financial
Massachusetts
$343K +$343K +2,256 New
IFWM
1015
Institute for Wealth Management
Colorado
$342K -$25.7K -169 -7%
TIA
1016
Traphagen Investment Advisors
New Jersey
$341K
SC
1017
Schoolcraft Capital
Colorado
$339K
WTFG
1018
Wells Trecaso Financial Group
Ohio
$337K
HCM
1019
Hollencrest Capital Management
California
$337K
KA
1020
Klingman & Associates
New York
$337K -$54.4K -358 -14%
WCM
1021
WealthBridge Capital Management
Ohio
$336K -$16.2K -107 -5%
GC
1022
Gibson Capital
Pennsylvania
$335K
CF
1023
Clarity Financial
Texas
$335K +$44.5K +293 +15%
NC
1024
NovaPoint Capital
Georgia
$334K +$334K +2,203 New
WTA
1025
Washington Trust Advisors
Massachusetts
$334K -$262K -1,726 -44%