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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 %
TWD
1376
True Wealth Design
Ohio
$19.1K 126 +126 New
TCM
1377
Tanaka Capital Management
New York
$19K 123
LOIP
1378
Live Oak Investment Partners
Texas
CMBA
1379
C.M. Bidwell & Associates
Hawaii
$18.8K 124
SR
1380
Syntax Research
Florida
$18.5K 122 +122 New
FMP
1381
Financial Management Professionals
Texas
$18K 118 +22 +23%
HWA
1382
HHM Wealth Advisors
Tennessee
$17.9K 118 -262 -69%
FWA
1383
FSC Wealth Advisors
New York
$17.6K 116
TLCM
1384
Twin Lakes Capital Management
California
$17.5K 115 +115 New
MBFW
1385
Morton Brown Family Wealth
Pennsylvania
$16.4K 108
GWSA
1386
Global Wealth Strategies & Associates
Colorado
$15.2K 100
CICI
1387
Capital Investment Counsel Inc
North Carolina
$15.2K 100 +100 New
IFAM
1388
Institutional & Family Asset Management
Colorado
$14.9K 98
CWM
1389
CarsonAllaria Wealth Management
Illinois
$14.6K 96
WWP
1390
WR Wealth Planners
Missouri
$14.2K 94 -106 -53%
BEI
1391
Benjamin Edwards Inc
Missouri
$14K 91
FP
1392
Financial Perspectives
Minnesota
$13.2K 87
PGAM
1393
Princeton Global Asset Management
New Jersey
$12.8K 84 +84 New
PA
1394
PSI Advisors
Florida
$12.3K 81
LWANC
1395
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.1K 80
HR
1396
Howe & Rusling
New York
$12.1K 80
SFC
1397
SYM Financial Corp
Indiana
$11.8K 78 +78 New
DAC
1398
Dividend Assets Capital
South Carolina
$11K 75
SIC
1399
SJS Investment Consulting
Ohio
$10.8K 71
RMC
1400
Resources Management Corp
Connecticut
$10K 68