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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 %
SSWM
1326
Sheets Smith Wealth Management
North Carolina
$51.6K 340 +340 New
CPG
1327
Cornerstone Planning Group
New Jersey
$50.7K 334
TWC
1328
TD Waterhouse Canada
Ontario, Canada
$50.6K 315
PPWM
1329
PFG Private Wealth Management
Florida
$49.8K 328 +10 +3%
MM
1330
Main Management
California
$49K 323
CFG
1331
CKW Financial Group
Hawaii
$48K 319
CI
1332
Cordant Inc
Oregon
$46.9K 309
LAS
1333
LWM Advisory Services
Florida
$46.3K 305 +305 New
FSWA
1334
Financial Synergies Wealth Advisors
Texas
$45.9K 302
APW
1335
Atlantic Private Wealth
North Carolina
$45.7K 301
PSB
1336
Piscataqua Savings Bank
New Hampshire
$44K 290
HWM
1337
Horizons Wealth Management
North Carolina
$43.9K 289
AWA
1338
Authentikos Wealth Advisory
California
$43.4K 286 +286 New
OSNBOA
1339
Old Second National Bank of Aurora
Illinois
$43.1K 284 +284 New
MLA
1340
MB, Levis & Associates
Pennsylvania
$41.6K 274
VNA
1341
Valley National Advisers
Pennsylvania
$41K 272
NSIM
1342
North Star Investment Management
Illinois
$40.7K 268
BNP Paribas Financial Markets
1343
BNP Paribas Financial Markets
France
$40.4K 266 -95,561 -100%
BL
1344
Balentine LLC
Georgia
$39.6K 261
CIA
1345
Cape Investment Advisory
Georgia
$38.4K 253
HCM
1346
Hilton Capital Management
New York
$38.4K 253 +253 New
OAJ
1347
Ogorek Anthony Joseph
New York
$38K 254
JWM
1348
Janiczek Wealth Management
Colorado
$38K 250 -66 -21%
JHCP
1349
Jackson Hole Capital Partners
Oklahoma
$37.5K 247
NIC
1350
Northwest Investment Counselors
Oregon
$36.8K 242 +38 +19%