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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 %
AssetMark Inc
1276
AssetMark Inc
California
$86.3K -$1.24M -8,151 -93%
WWM
1277
Wolff Wiese Magana
California
$82.2K
CB
1278
CNB Bank
Pennsylvania
$81.5K
PWMG
1279
Prestige Wealth Management Group
New Jersey
$80.7K
KC
1280
Kenfarb & Co
Kentucky
$80.5K
TF
1281
TimeScale Financial
Massachusetts
$80.3K +$1.37K +9 +2%
CSC
1282
Caldwell Sutter Capital
California
$79.2K +$44.3K +291 +127%
SC
1283
Stephens Consulting
Michigan
$75.2K
VC
1284
Vestor Capital
Illinois
$74K +$25.9K +169 +54%
GFWA
1285
Grey Fox Wealth Advisors
Delaware
$73.9K +$17.8K +117 +32%
MHR
1286
Matthew Hamilton Rosenberg
$71.3K
TCM
1287
TD Capital Management
Tennessee
$69.1K
CBT
1288
CoreFirst Bank & Trust
Kansas
$67K -$274K -1,800 -80%
FSWA
1289
Financial Synergies Wealth Advisors
Texas
$64.3K +$50.7K +333 +374%
IWP
1290
IAG Wealth Partners
Wisconsin
$63.8K -$1.52K -10 -2%
FCB
1291
First Command Bank
Texas
$62.9K -$29.7K -195 -32%
FCFS
1292
First Command Financial Services
Texas
$62.9K -$29.7K -195 -32%
MIM
1293
Macroview Investment Management
Maryland
$62K +$305 +2 +0.5%
LSA
1294
Lansing Street Advisors
Pennsylvania
$62K +$305 +2 +0.5%
HFS
1295
Hantz Financial Services
Michigan
$62K -$108K -707 -64%
FMB
1296
Field & Main Bank
Kentucky
$62K
WIM
1297
Westside Investment Management
California
$60.9K
WFA
1298
West Financial Advisors
Iowa
$59.5K
CCM
1299
Chilton Capital Management
Texas
$59.4K +$59.4K +390 New
PSB
1300
Piscataqua Savings Bank
New Hampshire
$59.4K