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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 %
PCA
1301
Providence Capital Advisors
North Carolina
$58.6K -$90.4K -594 -61%
IA
1302
IFS Advisors
Kansas
$58.3K
HWA
1303
HHM Wealth Advisors
Tennessee
$57.9K
AWM
1304
Activest Wealth Management
Florida
$56K +$56K +373 New
SA
1305
SRH Advisors
Kansas
$56K
AC
1306
AlphaCore Capital
California
$52.9K +$52.9K +347 New
SN
1307
Sittner & Nelson
Oregon
$52.7K
DAM
1308
Delta Asset Management
Tennessee
$52.5K +$28.2K +185 +116%
SL
1309
Savior LLC
Massachusetts
$51.8K -$2.6M -17,093 -98%
TWC
1310
TD Waterhouse Canada
Ontario, Canada
$51.4K -$58.7K -360 -53%
FCA
1311
Fortis Capital Advisors
Kansas
$50.2K
CFG
1312
CKW Financial Group
Hawaii
$49K
PPWM
1313
PFG Private Wealth Management
Florida
$48.9K
JWM
1314
Janiczek Wealth Management
Colorado
$48.8K
SCA
1315
Stonebridge Capital Advisors
Minnesota
$48.6K
CI
1316
Cordant Inc
Oregon
$47K
TCOV
1317
Trust Company of Vermont
Vermont
$45.7K
TF
1318
Tompkins Financial
New York
$43.7K +$2.59K +17 +6%
NIG
1319
NFJ Investment Group
Texas
$42K -$19.6M -128,981 -100%
VNA
1320
Valley National Advisers
Pennsylvania
$42K
MLA
1321
MB, Levis & Associates
Pennsylvania
$41.7K
NSIM
1322
North Star Investment Management
Illinois
$40.8K
SSC
1323
Syverson Strege & Co
Iowa
$40.3K
HT
1324
Headlands Technologies
Illinois
$40.2K -$117K -771 -74%
BL
1325
Balentine LLC
Georgia
$39.7K -$136K -890 -77%