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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 %
TCA
1351
Trifecta Capital Advisors
Illinois
$36.7K 242
CCM
1352
Chilton Capital Management
Texas
$36.4K 240
RA
1353
Rise Advisors
New York
$36.3K 239
BCM
1354
BluePath Capital Management
Georgia
$36K 237 +237 New
GFPC
1355
Global Financial Private Client
Florida
$35.3K 235
NMG
1356
New Millennium Group
Utah
$32.2K 212
JFG
1357
JDM Financial Group
Texas
$31.8K 209
AWM
1358
Aberdeen Wealth Management
Illinois
$30.4K 200
PIP
1359
Peachtree Investment Partners
Florida
$29.5K 194 +89 +85%
HL
1360
HeadInvest LLC
Maine
$28.5K 190 +190 New
CWP
1361
Concord Wealth Partners
Virginia
$26.8K 177 +28 +19%
CFFP
1362
Center for Financial Planning
Michigan
$26.7K 176
SIM
1363
Studio Investment Management
Illinois
$26.3K 172
Russell Investments Group
1364
Russell Investments Group
United Kingdom
$26.3K 173
CTA
1365
Colonial Trust Advisors
South Carolina
$25.7K 169
LFA
1366
Level Financial Advisors
New York
$24.9K 164
RG
1367
Retirement Group
California
$24.3K 160
BAM
1368
Bellevue Asset Management
Washington
$22.8K 150
HT
1369
Headlands Technologies
Illinois
$22.5K 148 +148 New
PCTC
1370
Perkins Coie Trust Company
Washington
$22.5K 148 +23 +18%
BSB
1371
Bangor Savings Bank
Maine
$22K 145 +145 New
AW
1372
Avion Wealth
Texas
$21K 144 -51 -26%
VCM
1373
Versant Capital Management
Arizona
$21K 138
AIA
1374
Armor Investment Advisors
North Carolina
$20.5K 135
EL
1375
EMFO LLC
Florida
$19.9K 131