IWD icon

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 %
AG
1176
Ascent Group
Virginia
$225K -$3.96K -26 -2%
TC
1177
Trust Company
Kansas
$225K +$213K +1,396 +1,745%
CM
1178
Cornerstone Management
Georgia
$224K
MF
1179
Manchester Financial
California
$224K +$3.05K +20 +1%
LIM
1180
Lathrop Investment Management
Arkansas
$224K
B
1181
Bridgeworth
Alabama
$224K -$19.6K -129 -8%
JCM
1182
Jacobi Capital Management
Pennsylvania
$224K +$19.9K +131 +10%
JGIA
1183
Jackson Grant Investment Advisers
Connecticut
$224K +$152 +1 +0.1%
MC
1184
Moors & Cabot
Massachusetts
$224K -$22.8K -150 -9%
WPW
1185
Watershed Private Wealth
Illinois
$224K
PGWM
1186
Parisi Gray Wealth Management
New Jersey
$223K -$527K -3,461 -70%
BWM
1187
BCS Wealth Management
Tennessee
$223K -$31.2K -205 -12%
GAG
1188
GM Advisory Group
New York
$223K +$223K +1,464 New
M
1189
MOTCO
Texas
$222K -$18.3K -120 -8%
RWP
1190
Ridgecrest Wealth Partners
California
$222K
FBB
1191
Fulton Breakefield Broenniman
Maryland
$221K
PCH
1192
PGIM Custom Harvest
New Jersey
$221K +$221K +1,453 New
STB
1193
S&T Bank
Pennsylvania
$218K
EK
1194
Evensky & Katz
Florida
$217K +$47.5K +312 +28%
LFGO
1195
Legacy Financial Group (Oklahoma)
Oklahoma
$216K
KAM
1196
KEB Asset Management
Illinois
$216K
ME
1197
McIlrath & Eck
Washington
$216K -$50.4K -331 -19%
RGC
1198
Roberts, Glore & Co
Illinois
$216K
SIAS
1199
Summit Investment Advisory Services
Minnesota
$216K
Fiera Capital (Canada)
1200
Fiera Capital (Canada)
Quebec, Canada
$216K +$152 +1 +0.1%