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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 %
HPIA
1051
Hamilton Point Investment Advisors
North Carolina
$310K
CAM
1052
Columbia Asset Management
Michigan
$309K
BCWM
1053
Bartlett & Co Wealth Management
Ohio
$308K -$27.1K -172 -8%
BC
1054
Bartlett & Co
Ohio
$308K -$27.1K -172 -8%
EPM
1055
Elm Partners Management
Pennsylvania
$307K +$6.95K +44 +2%
PWM
1056
PBMares Wealth Management
Virginia
$306K +$64.9K +411 +27%
TH
1057
TCTC Holdings
Texas
$306K
RT
1058
Rockland Trust
Massachusetts
$306K
CFGS
1059
Concourse Financial Group Securities
Alabama
$306K -$8.37K -53 -3%
FCA
1060
FinTrust Capital Advisors
South Carolina
$305K
MFG
1061
Merit Financial Group
Georgia
$305K -$158K -999 -34%
VCM
1062
Vigilant Capital Management
Maine
$303K
PB
1063
Pinnacle Bancorp
Nebraska
$303K +$21.8K +138 +8%
CF
1064
Clarity Financial
Texas
$302K +$302K +1,916 New
GSC
1065
Grey Street Capital
Illinois
$302K -$5.05K -32 -2%
SWP
1066
ShoreHaven Wealth Partners
New Jersey
$302K -$45.9K -291 -13%
JFA
1067
JNBA Financial Advisors
Minnesota
$301K
CAM
1068
Cozad Asset Management
Illinois
$301K
ST
1069
Smithfield Trust
Pennsylvania
$301K +$115K +730 +62%
FCMT
1070
Founders Capital Management (Texas)
Texas
$301K
RWM
1071
Ritholtz Wealth Management
New York
$300K +$300K +1,899 New
BOH
1072
Bank of Hawaii
Hawaii
$299K -$147K -930 -33%
IWA
1073
Inspirion Wealth Advisors
Illinois
$298K
MAWA
1074
Moss Adams Wealth Advisors
Washington
$296K -$2.37K -15 -0.8%
WMP
1075
Wealth Management Partners
Arizona
$295K