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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 %
LHC
1451
Little House Capital
Massachusetts
-$470K -3,100 Closed
SW
1452
SteelPeak Wealth
California
-$430K -2,833 Closed
CWM
1453
CCG Wealth Management
California
-$419K -2,760 Closed
Walleye Trading
1454
Walleye Trading
New York
-$409K -2,700 Closed
CC
1455
Cypress Capital
Tennessee
-$403K -2,655 Closed
PA
1456
Paragon Advisors
Texas
-$380K -2,509 Closed
Capital World Investors
1457
Capital World Investors
California
-$371K -2,440 Closed
WP
1458
WealthSource Partners
California
-$363K -2,392 Closed
BHPW
1459
Beverly Hills Private Wealth
California
-$361K -2,379 Closed
ISWM
1460
Independent Solutions Wealth Management
New York
-$344K -2,271 Closed
VWM
1461
Vigilare Wealth Management
Arizona
-$325K -2,146 Closed
WC
1462
Wexford Capital
Florida
-$321K -2,114 Closed
Capital International Investors
1463
Capital International Investors
California
-$317K -2,083 Closed
Belvedere Trading
1464
Belvedere Trading
Illinois
-$314K -2,073 Closed
BFO
1465
Biltmore Family Office
North Carolina
-$314K -2,072 Closed
OCBCO
1466
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$294K -1,940 Closed
CF
1467
Clarity Financial
Texas
-$291K -1,916 Closed
KMWM
1468
Keudell/Morrison Wealth Management
Oregon
-$289K -1,907 Closed
SCA
1469
St. Clair Advisors
Ohio
-$286K -1,885 Closed
EP
1470
Eudaimonia Partners
Tennessee
-$285K -1,878 Closed
EIP
1471
Easterly Investment Partners
Massachusetts
-$281K -1,851 Closed
PFWA
1472
Paces Ferry Wealth Advisors
Georgia
-$278K -1,832 Closed
DIA
1473
Davidson Investment Advisors
Montana
-$271K -1,787 Closed
KCM
1474
Kathmere Capital Management
Pennsylvania
-$261K -1,724 Closed
EFG
1475
Ethos Financial Group
Pennsylvania
-$261K -1,720 Closed