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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 %
PWA
1026
Phoenix Wealth Advisors
North Carolina
$334K
GKIM
1027
GW&K Investment Management
Massachusetts
$334K
PPW
1028
Pasadena Private Wealth
California
$331K -$47.1K -310 -12%
VC
1029
Veracity Capital
Georgia
$330K +$86.2K +568 +35%
SSWM
1030
Smith Salley Wealth Management
North Carolina
$330K +$77.1K +508 +30%
AHB
1031
Abner Herrman & Brock
New Jersey
$328K -$33.1K -218 -9%
CCG
1032
Coastwise Capital Group
California
$326K
WAM
1033
Weatherly Asset Management
California
$325K
ZF
1034
Zhang Financial
Michigan
$324K
FMTC
1035
Farmers & Merchants Trust Company
California
$323K -$143K -944 -31%
FNBT
1036
FineMark National Bank & Trust
Florida
$322K +$66.3K +437 +26%
DFC
1037
DB Fitzpatrick & Co
Idaho
$322K -$44.8K -295 -12%
MWA
1038
Meridian Wealth Advisors
Texas
$321K
OIM
1039
Oder Investment Management
California
$320K
MFA
1040
McClarren Financial Advisors
Pennsylvania
$319K -$151 -1 -0%
PWS
1041
Private Wealth Strategies
Ohio
$319K
SA
1042
Sicart Associates
New York
$318K
CCM
1043
Carlson Capital Management
Minnesota
$318K +$318K +2,095 New
MWM
1044
Madison Wealth Management
Ohio
$317K
DWA
1045
Douglass Winthrop Advisors
New York
$317K
BW
1046
Bison Wealth
Georgia
$315K +$84.7K +558 +37%
BC
1047
Bartlett & Co
Ohio
$313K +$14.2K +93 +5%
BCWM
1048
Bartlett & Co Wealth Management
Ohio
$313K +$14.2K +93 +5%
RWM
1049
Rockwood Wealth Management
Pennsylvania
$313K
AAM
1050
Austin Asset Management
Texas
$312K +$76.4K +503 +32%