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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 %
DFG
1051
Delta Financial Group
New Jersey
$312K +$312K +2,058 New
NCM
1052
Noesis Capital Mangement
Florida
$312K
GA
1053
Greenspring Advisors
Maryland
$310K
NHC
1054
Nicholas Hoffman & Company
Georgia
$309K
BFEC
1055
Benjamin F. Edwards & Company
Missouri
$307K +$608 +4 +0.2%
TCA
1056
Transcend Capital Advisors
New Jersey
$305K +$36.4K +240 +14%
PB
1057
Pinnacle Bancorp
Nebraska
$305K +$13.5K +89 +5%
TWM
1058
Tanager Wealth Management
United Kingdom
$305K
GCM
1059
Gallacher Capital Management
Colorado
$302K -$3.04K -20 -1%
BBPWM
1060
Blue Bell Private Wealth Management
Pennsylvania
$302K -$45.5K -300 -13%
TSS
1061
Two Sigma Securities
New York
$301K +$301K +1,984 New
Schroder Investment Management Group
1062
Schroder Investment Management Group
United Kingdom
$301K -$94.1K -620 -24%
GEA
1063
Glen Eagle Advisors
New Jersey
$301K
HPIA
1064
Hamilton Point Investment Advisors
North Carolina
$300K
CCM
1065
Canal Capital Management
Virginia
$299K
PWM
1066
PBMares Wealth Management
Virginia
$298K +$3.19K +21 +1%
JIP
1067
Jaffetilchin Investment Partners
Florida
$298K -$3.8K -25 -1%
NRI
1068
NFP Retirement Inc
California
$297K -$51.2K -337 -15%
Kovitz Investment Group Partners
1069
Kovitz Investment Group Partners
Illinois
$297K -$3.8K -25 -1%
CIBC World Market
1070
CIBC World Market
Ontario, Canada
$295K +$22.8K +150 +8%
TH
1071
TCTC Holdings
Texas
$295K
WPC
1072
Wedmont Private Capital
Pennsylvania
$295K +$38.6K +256 +15%
RT
1073
Rockland Trust
Massachusetts
$295K
VC
1074
Vestor Capital
Illinois
$294K -$89K -586 -23%
GSC
1075
Grey Street Capital
Illinois
$292K