IWD icon

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 %
TAIM
151
TD Ameritrade Investment Management
Nebraska
$16.1M -$988K -6,486 -6%
LC
152
Lindbrook Capital
California
$15.7M -$238K -1,566 -1%
CA
153
Cambridge Associates
Massachusetts
$15.6M -$10.5M -69,177 -40%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$15.4M -$1.03M -11,663 -6%
New York State Common Retirement Fund
155
New York State Common Retirement Fund
New York
$15.1M -$4.05M -26,600 -21%
CWC
156
Carolinas Wealth Consulting
North Carolina
$14.9M -$8.37K -55 -0.1%
AWS
157
Atria Wealth Solutions
New York
$14.9M -$114K -750 -0.8%
BWCS
158
Beirne Wealth Consulting Services
Connecticut
$14.8M -$30.6K -201 -0.2%
UB
159
UMB Bank
Missouri
$14.7M -$1.34M -8,779 -8%
GIA
160
GHP Investment Advisors
Colorado
$14.7M -$177K -1,165 -1%
Bessemer Group
161
Bessemer Group
New Jersey
$14.5M +$10.6M +69,319 +269%
CIAS
162
CFS Investment Advisory Services
New Jersey
$14.3M +$14.3M +93,888 New
HCC
163
Hirtle Callaghan & Co
Pennsylvania
$14M -$46.1K -303 -0.3%
Citadel Advisors
164
Citadel Advisors
Florida
$14M -$1.05M -6,928 -7%
LL
165
LWMG LLC
Minnesota
$13.9M +$7.82M +51,391 +129%
WCAMG
166
Woodard & Company Asset Management Group
North Carolina
$13.8M +$2.12M +13,938 +18%
WANY
167
Wealthspire Advisors (New York)
New York
$13.8M -$111K -732 -0.8%
TA
168
TruWealth Advisors
Louisiana
$13.8M +$749K +4,918 +6%
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$13.8M +$11.4M +75,082 +488%
CCB
170
Country Club Bank
Missouri
$13.7M -$2.42M -16,079 -15%
NFW
171
Noble Family Wealth
Florida
$13.6M +$13.6M +89,452 New
IFO
172
Independent Family Office
New York
$13.3M +$174K +1,141 +1%
IIC
173
Integrated Investment Consultants
Michigan
$13.1M -$1.55M -10,175 -11%
Boston Partners
174
Boston Partners
Massachusetts
$13M -$10.2M -66,904 -44%
VWA
175
Visionary Wealth Advisors
Illinois
$12.8M -$118K -773 -0.9%