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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 %
EPM
1076
Elm Partners Management
Pennsylvania
$291K -$3.95K -26 -1%
CAM
1077
Cozad Asset Management
Illinois
$290K
IWM
1078
Integris Wealth Management
California
$288K -$10.9K -72 -4%
SWP
1079
ShoreHaven Wealth Partners
New Jersey
$287K -$3.19K -21 -1%
FAG
1080
Fortitude Advisory Group
Washington
$286K -$33.5K -221 -10%
IWA
1081
Inspirion Wealth Advisors
Illinois
$286K
SIC
1082
Salem Investment Counselors
North Carolina
$285K
RMDI
1083
R.M. Davis Inc
Maine
$284K -$15.2K -100 -5%
IIM
1084
Ironwood Investment Management
Massachusetts
$283K +$283K +1,867 New
TLFA
1085
True Link Financial Advisors
California
$282K +$10K +66 +4%
LG
1086
LaFleur & Godfrey
Michigan
$281K -$1.06K -7 -0.4%
SAM
1087
Secure Asset Management
Michigan
$281K
MA
1088
MCF Advisors
Kentucky
$281K -$760 -5 -0.3%
MW
1089
MBL Wealth
North Carolina
$280K
CBFP
1090
Cedar Brook Financial Partners
Ohio
$279K
HIP
1091
HUB Investment Partners
Texas
$278K
SSW
1092
Stone Summit Wealth
Florida
$277K
SAG
1093
SageView Advisory Group
California
$277K +$57.4K +378 +26%
PPW
1094
PACK Private Wealth
Minnesota
$277K
BCMLT
1095
Beacon Capital Management LLC (Tennessee)
Tennessee
$276K
SPP
1096
Single Point Partners
Massachusetts
$276K +$276K +1,804 New
RG
1097
Rathbones Group
United Kingdom
$275K +$275K +1,812 New
SIA
1098
Soltis Investment Advisors
Utah
$275K -$141K -929 -34%
MAWA
1099
Moss Adams Wealth Advisors
Washington
$274K -$10.8K -71 -4%
GLA
1100
Good Life Advisors
Pennsylvania
$274K +$14.9K +98 +6%