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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
22.87%
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 %
CT
1126
Columbia Trust
Oregon
$256K +$1.37K +9 +0.5%
SWM
1127
Stockman Wealth Management
Montana
$254K
AWAP
1128
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$254K
PWP
1129
Principle Wealth Partners
Connecticut
$254K
CST
1130
Charles Schwab Trust
Nevada
$252K
APC
1131
Aspire Private Capital
North Carolina
$252K
DA
1132
Doliver Advisors
Texas
$251K
SEEDPG
1133
S.E.E.D. Planning Group
New York
$250K
ODIJL
1134
One Day In July LLC
Vermont
$250K +$250K +1,648 New
BHWM
1135
Beaird Harris Wealth Management
Texas
$249K -$3.8K -25 -1%
FWIA
1136
Fort Washington Investment Advisors
Ohio
$248K +$248K +1,631 New
FNB
1137
Farmers National Bank
Kentucky
$247K -$17.8K -117 -7%
CCFCSB
1138
Cape Cod Five Cents Savings Bank
Massachusetts
$247K +$247K +1,630 New
EL
1139
EWA LLC
Pennsylvania
$247K +$5.86K +39 +2%
GG
1140
Greenwood Gearhart
Arkansas
$247K
ST
1141
Sabal Trust
Florida
$247K
MWM
1142
Merriman Wealth Management
Washington
$246K +$10.1K +66 +4%
CFA
1143
CWS Financial Advisors
Michigan
$245K +$22.5K +148 +10%
SS
1144
Sunbelt Securities
Texas
$245K -$15.2K -100 -6%
LNB
1145
Ledyard National Bank
$245K +$48K +316 +24%
OFA
1146
Oak Family Advisors
Illinois
$245K
WT
1147
Washington Trust
Rhode Island
$245K +$18.1K +119 +8%
AO
1148
Advisor OS
Illinois
$243K +$1.37K +9 +0.6%
RWM
1149
Ritholtz Wealth Management
New York
$243K -$45.7K -301 -16%
MCM
1150
Monument Capital Management
Virginia
$242K