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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 %
EW
1101
Evoke Wealth
California
$272K
CFGS
1102
Concourse Financial Group Securities
Alabama
$271K -$24.4K -160 -8%
WMP
1103
Wealth Management Partners
Arizona
$271K -$12.3K -81 -4%
RDFA
1104
Ritter Daniher Financial Advisory
Ohio
$271K
JFA
1105
JNBA Financial Advisors
Minnesota
$271K -$19.3K -127 -7%
GAG
1106
Goodman Advisory Group
Massachusetts
$270K
FPB
1107
First PREMIER Bank
South Dakota
$270K
MP
1108
McDonald Partners
Ohio
$270K
JAG
1109
Journey Advisory Group
Kentucky
$269K +$1.52K +10 +0.6%
RP
1110
Rice Partnership
Hawaii
$269K
AWM
1111
Avior Wealth Management
Nebraska
$269K +$98.9K +651 +58%
CA
1112
CoreCap Advisors
Michigan
$269K +$66.8K +440 +33%
MWP
1113
Madison Wealth Partners
Wisconsin
$268K
KIA
1114
KCM Investment Advisors
California
$267K
AMBIA
1115
Allen Mooney & Barnes Investment Advisors
Georgia
$265K -$10.3K -68 -4%
TW
1116
Transform Wealth
Colorado
$265K -$84.6K -554 -24%
SCA
1117
Sandy Cove Advisors
Massachusetts
$264K
WA
1118
Wealth Architects
California
$263K +$15.5K +102 +6%
FRA
1119
Frank Rimerman Advisors
California
$262K
FCFC
1120
First Commonwealth Financial Corp
Pennsylvania
$262K -$291K -1,915 -53%
KWMG
1121
King Wealth Management Group
Florida
$258K -$16.7K -110 -6%
RA
1122
Rodgers & Associates
Pennsylvania
$257K +$257K +1,696 New
BA
1123
Bridge Advisory
California
$257K
AAG
1124
Avalon Advisory Group
Pennsylvania
$257K +$257K +1,693 New
AWM
1125
Avondale Wealth Management
Texas
$256K