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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 %
LWP
1326
Lumature Wealth Partners
Georgia
$39.6K
CIA
1327
Cape Investment Advisory
Georgia
$38.5K +$38.5K +253 New
OAJ
1328
Ogorek Anthony Joseph
New York
$38K
HWM
1329
Horizons Wealth Management
North Carolina
$37.9K +$32.7K +215 +632%
JHCP
1330
Jackson Hole Capital Partners
Oklahoma
$37.6K
TCA
1331
Trifecta Capital Advisors
Illinois
$36.8K
RA
1332
Rise Advisors
New York
$36.2K +$152 +1 +0.4%
GFPC
1333
Global Financial Private Client
Florida
$36K -$16.1K -105 -31%
FFA
1334
Farther Finance Advisors
California
$32.4K -$914 -6 -3%
NMG
1335
New Millennium Group
Utah
$32.3K
JFG
1336
JDM Financial Group
Texas
$31.7K +$153 +1 +0.5%
NIC
1337
Northwest Investment Counselors
Oregon
$31.1K +$31.1K +204 New
AWM
1338
Aberdeen Wealth Management
Illinois
$30.5K
AW
1339
Avion Wealth
Texas
$29K
CFFP
1340
Center for Financial Planning
Michigan
$26.8K
SIM
1341
Studio Investment Management
Illinois
$26.2K
CTA
1342
Colonial Trust Advisors
South Carolina
$25.7K
AWM
1343
Accel Wealth Management
Iowa
$25.3K
LFA
1344
Level Financial Advisors
New York
$25K -$3.05K -20 -11%
IF
1345
Integrity Financial
Wyoming
$24.1K +$14.9K +98 +163%
RG
1346
Retirement Group
California
$24K
BAM
1347
Bellevue Asset Management
Washington
$22.8K
CWP
1348
Concord Wealth Partners
Virginia
$21.2K +$1.53K +10 +8%
VCM
1349
Versant Capital Management
Arizona
$21K
AIA
1350
Armor Investment Advisors
North Carolina
$20.6K