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iShares Russell 1000 Value ETF

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M
Name Market Value Shares Shares
Change
Shares
Change %
CI
1326
Cordant Inc
Oregon
$48.8K 309
FSWA
1327
Financial Synergies Wealth Advisors
Texas
$47.7K 302 -120 -28%
APW
1328
Atlantic Private Wealth
North Carolina
$47.5K 301 +301 New
PSB
1329
Piscataqua Savings Bank
New Hampshire
$45.8K 290 -100 -26%
HWM
1330
Horizons Wealth Management
North Carolina
$45.6K 289 +40 +16%
MLA
1331
MB, Levis & Associates
Pennsylvania
$43.2K 274
VNA
1332
Valley National Advisers
Pennsylvania
$43K 272
TF
1333
Tompkins Financial
New York
$42.6K 270 -17 -6%
NSIM
1334
North Star Investment Management
Illinois
$42.3K 268
BL
1335
Balentine LLC
Georgia
$41.2K 261
LWP
1336
Lumature Wealth Partners
Georgia
$41K 260
OAJ
1337
Ogorek Anthony Joseph
New York
$40K 254
CIA
1338
Cape Investment Advisory
Georgia
$39.9K 253
JHCP
1339
Jackson Hole Capital Partners
Oklahoma
$39K 247
TCA
1340
Trifecta Capital Advisors
Illinois
$38.2K 242
CCM
1341
Chilton Capital Management
Texas
$37.9K 240 -150 -38%
RA
1342
Rise Advisors
New York
$37.7K 239 +1 +0.4%
GFPC
1343
Global Financial Private Client
Florida
$37.2K 235
OP
1344
ORG Partners
Indiana
$34.7K 217 +217 New
FFA
1345
Farther Finance Advisors
California
$33.6K 213
NMG
1346
New Millennium Group
Utah
$33.5K 212
JFG
1347
JDM Financial Group
Texas
$33K 209 +1 +0.5%
NIC
1348
Northwest Investment Counselors
Oregon
$32.2K 204
AWM
1349
Aberdeen Wealth Management
Illinois
$31.6K 200
WWP
1350
WR Wealth Planners
Missouri
$31.5K 200 +107 +115%