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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.

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 Market Value Shares Shares
Change
Shares
Change %
NB
1226
NBT Bank
New York
$209K 1,375
ACI
1227
Alpha Cubed Investments
California
$208K 1,369 -1,235 -47%
SFWC
1228
Strategic Family Wealth Counselors
New Jersey
$207K 1,366
SIMG
1229
Sonora Investment Management Group
Arizona
$207K 1,363
OHIS
1230
Oak Harvest Investment Services
Texas
$207K 1,362 +1,362 New
LWM
1231
Liberty Wealth Management
California
$206K 1,357
AC
1232
Abbrea Capital
California
$206K 1,345 +2 +0.1%
LNWWM
1233
Laird Norton Wetherby Wealth Management
California
$206K 1,355 -60 -4%
GCP
1234
GSA Capital Partners
United Kingdom
$205K 1,348 -490 -27%
LA
1235
LVW Advisors
New York
$204K 1,343 +1,343 New
SG
1236
Sharper & Granite
California
$203K 1,339 -53 -4%
PP
1237
Patten & Patten
Tennessee
$203K 1,338
WA
1238
WealthTrust Axiom
Pennsylvania
$202K 1,333 +1,333 New
POIA
1239
Pin Oak Investment Advisors
Texas
$202K 1,324
HPC
1240
HM Payson & Co
Maine
$202K 1,329
NQWM
1241
Northwest Quadrant Wealth Management
Oregon
$202K 1,329 +1,329 New
MPCG
1242
Matrix Private Capital Group
New York
$200K 1,310
SAM
1243
S.A. Mason
Michigan
$194K 1,277
CF
1244
Centaurus Financial
California
$193K 1,273 -130 -9%
OCM
1245
Orion Capital Management
California
$191K 1,258 +1,258 New
AA
1246
Addison Advisors
Vermont
$190K 1,250
USB
1247
Union Savings Bank
Connecticut
$188K 1,238
AP
1248
Atwood & Palmer
Missouri
$187K 1,234
MTIC
1249
Missouri Trust & Investment Company
Missouri
$186K 1,222
MDCM
1250
Morgan Dempsey Capital Management
Wisconsin
$181K 1,194 -1,607 -57%