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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 %
RIA
1251
Realta Investment Advisors
Delaware
$176K 1,116
EDRH
1252
Edmond de Rothschild Holding
Switzerland
$174K 1,144 -583 -34%
CCA
1253
Column Capital Advisors
Indiana
$170K 1,120
EK
1254
Evensky & Katz
Florida
$169K 1,114
AWM
1255
Abound Wealth Management
Tennessee
$169K 1,113 +275 +33%
BWP
1256
Baldwin Wealth Partners
Massachusetts
$168K 1,107
TSWM
1257
Tyler-Stone Wealth Management
Ohio
$162K 1,065
AAG
1258
Armstrong Advisory Group
Massachusetts
$162K 1,066 -207 -16%
LIA
1259
Luken Investment Analytics
Tennessee
$161K 1,060
WBC
1260
West Branch Capital
Massachusetts
$160K 1,057
CSB
1261
City State Bank
Iowa
$157K 1,033 -134 -11%
PC
1262
Pecaut & Co
Iowa
$157K 1,032
ACA
1263
Atlas Capital Advisors
Wyoming
$156K 1,025 -956 -48%
IPW
1264
Impact Partnership Wealth
Georgia
$152K 1,003 +870 +654%
CA
1265
Crewe Advisors
Utah
$151K 994 +42 +4%
FCMT
1266
Founders Capital Management (Texas)
Texas
$149K 984 -920 -48%
TFM
1267
TFC Financial Management
Massachusetts
$149K 983
CFD
1268
Creative Financial Designs
Indiana
$146K 965
MIM
1269
MTM Investment Management
South Carolina
$146K 960
SWM
1270
Sugarloaf Wealth Management
Georgia
$145K 952
GFL
1271
Granite FO LLC
New Hampshire
$135K 889
MFT
1272
Moisand Fitzgerald Tamayo
Florida
$134K 880 -63 -7%
GWSG
1273
GPS Wealth Strategies Group
Colorado
$125K 820 -15 -2%
LFA
1274
LGT Financial Advisors
Texas
$123K 810
NCM
1275
Northwest Capital Management
Oregon
$122K 803