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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 %
RP
1101
Rice Partnership
Hawaii
$280K
MWP
1102
Madison Wealth Partners
Wisconsin
$279K
JAG
1103
Journey Advisory Group
Kentucky
$278K
KIA
1104
KCM Investment Advisors
California
$278K
BCMLT
1105
Beacon Capital Management LLC (Tennessee)
Tennessee
$276K +$13.3K +84 +5%
FNB
1106
Farmers National Bank
Kentucky
$276K -$17.7K -112 -6%
SCA
1107
Sandy Cove Advisors
Massachusetts
$275K +$947 +6 +0.3%
FRA
1108
Frank Rimerman Advisors
California
$273K +$273K +1,728 New
EDRH
1109
Edmond de Rothschild Holding
Switzerland
$273K -$33.5K -212 -11%
SS
1110
Sunbelt Securities
Texas
$270K +$47.3K +300 +21%
WPC
1111
Wedmont Private Capital
Pennsylvania
$270K -$155K -975 -36%
GLA
1112
Good Life Advisors
Pennsylvania
$269K +$158 +1 +0.1%
BA
1113
Bridge Advisory
California
$267K +$631 +4 +0.2%
AWM
1114
Avondale Wealth Management
Texas
$267K -$39K -247 -13%
FNBT
1115
FineMark National Bank & Trust
Florida
$266K -$31.1K -197 -10%
MAWCM
1116
Mine & Arao Wealth Creation & Management
California
$265K -$316 -2 -0.1%
SL
1117
Sentinus LLC
Illinois
$265K
CT
1118
Columbia Trust
Oregon
$265K -$406K -2,573 -61%
SWM
1119
Stockman Wealth Management
Montana
$264K -$12.5K -79 -5%
AWAP
1120
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$264K
PWP
1121
Principle Wealth Partners
Connecticut
$264K
BHWM
1122
Beaird Harris Wealth Management
Texas
$263K -$5.68K -36 -2%
SSWM
1123
Smith Salley Wealth Management
North Carolina
$263K +$263K +1,666 New
APC
1124
Aspire Private Capital
North Carolina
$262K
DA
1125
Doliver Advisors
Texas
$260K