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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 %
SFC
1151
Strategic Financial Concepts
Texas
$240K +$240K +1,575 New
RRWA
1152
Rainey & Randall Wealth Advisors
Florida
$238K +$304 +2 +0.1%
BB
1153
Bell Bank
North Dakota
$237K
IF
1154
Intrua Financial
Texas
$237K -$14K -93 -6%
GD
1155
Grandfield & Dodd
New York
$237K +$30.8K +202 +15%
MWM
1156
Merriman Wealth Management
Washington
$237K +$16.1K +106 +7%
RF
1157
Rollins Financial
Georgia
$237K -$61.4K -403 -21%
MAA
1158
Matrix Asset Advisors
New York
$236K -$77K -506 -25%
GWM
1159
Greenhouse Wealth Management
Connecticut
$236K +$761 +5 +0.3%
FAT
1160
First American Trust
California
$235K
VC
1161
Veracity Capital
Georgia
$235K -$27.2K -179 -10%
EWM
1162
Executive Wealth Management
Michigan
$234K -$13.1K -86 -5%
EBT
1163
Enterprise Bank & Trust
Massachusetts
$234K
PP
1164
Pacifica Partners
Canada
$234K +$16.9K +111 +8%
Chevy Chase Trust
1165
Chevy Chase Trust
Maryland
$234K
PCM
1166
Poehling Capital Management
Wisconsin
$234K
NFA
1167
Northern Financial Advisors
Michigan
$234K
PWM
1168
PBMares Wealth Management
Virginia
$233K
RMDI
1169
R.M. Davis Inc
Maine
$230K -$35.3K -232 -13%
EIA
1170
Edgemoor Investment Advisors
Maryland
$229K -$67.8K -445 -23%
LWMT
1171
Legacy Wealth Management (Tennessee)
Tennessee
$229K
MRCM
1172
M&R Capital Management
New Jersey
$229K +$609 +4 +0.3%
KA
1173
Kovack Advisors
Florida
$228K +$228K +1,497 New
WT
1174
Washington Trust
Rhode Island
$227K
BEAM
1175
Baker Ellis Asset Management
Washington
$226K