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iShares Russell 1000 Value ETF

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LB
1101
Leo Brokerage
Texas
$271K +$271K +1,778 New
MP
1102
McDonald Partners
Ohio
$270K
MWM
1103
Moran Wealth Management
Florida
$270K -$796K -5,230 -75%
RP
1104
Rice Partnership
Hawaii
$270K
FPB
1105
First PREMIER Bank
South Dakota
$269K
MWP
1106
Madison Wealth Partners
Wisconsin
$269K -$12.9K -85 -5%
MCCP
1107
Mission Creek Capital Partners
California
$269K
JAG
1108
Journey Advisory Group
Kentucky
$268K
KIA
1109
KCM Investment Advisors
California
$268K -$152K -1,000 -36%
SWM
1110
Stockman Wealth Management
Montana
$267K +$12K +79 +5%
SCA
1111
Sandy Cove Advisors
Massachusetts
$264K +$264K +1,735 New
MCM
1112
Morton Capital Management
California
$262K -$23K -151 -8%
BIG
1113
Builder Investment Group
Georgia
$261K -$44.5K -292 -15%
NWM
1114
Northwest Wealth Management
Iowa
$260K -$10.7K -70 -4%
GLA
1115
Good Life Advisors
Pennsylvania
$259K -$35.9K -236 -12%
BHWM
1116
Beaird Harris Wealth Management
Texas
$259K +$304 +2 +0.1%
BA
1117
Bridge Advisory
California
$257K -$8.22K -54 -3%
CIBC World Market
1118
CIBC World Market
Ontario, Canada
$257K -$1.37K -9 -0.5%
MAWCM
1119
Mine & Arao Wealth Creation & Management
California
$256K
RW
1120
REDW Wealth
New Mexico
$256K +$6.09K +40 +2%
SL
1121
Sentinus LLC
Illinois
$255K +$255K +1,678 New
AWAP
1122
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$254K
PWP
1123
Principle Wealth Partners
Connecticut
$254K -$70.8K -465 -22%
MMPW
1124
Mitchell McLeod Pugh & Williams
Alabama
$254K -$102K -673 -29%
BCMLT
1125
Beacon Capital Management LLC (Tennessee)
Tennessee
$254K