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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 %
BCM
176
BTC Capital Management
Iowa
$12.8M -$640K -4,202 -5%
SAM
177
Silvercrest Asset Management
New York
$12.8M -$7.04M -46,239 -36%
Principal Financial Group
178
Principal Financial Group
Iowa
$12.8M -$4.37M -28,672 -25%
CM
179
Churchill Management
California
$12.6M -$208K -1,368 -2%
BCI
180
Brinker Capital Investments
Pennsylvania
$12.5M +$3.94M +25,871 +46%
OPS
181
Orion Portfolio Solutions
Nebraska
$12.5M +$5.67M +37,251 +83%
GT
182
Glenmede Trust
Pennsylvania
$12.5M -$2.33M -15,320 -16%
DW
183
Domani Wealth
Pennsylvania
$12.5M +$178K +1,167 +1%
MIM
184
MetLife Investment Management
New Jersey
$12.5M -$502K -3,300 -4%
RJT
185
Raymond James Trust
Florida
$12.3M -$190K -1,249 -2%
GIM
186
Goelzer Investment Management
Indiana
$12.1M -$1.21M -7,930 -9%
SIM
187
Stratos Investment Management
Ohio
$12M +$382K +2,512 +3%
SS
188
Simplicity Solutions
Minnesota
$11.9M +$10.9M +71,677 +1,060%
BSW
189
Buckingham Strategic Wealth
Missouri
$11.9M
C
190
Certuity
Florida
$11.7M -$63.3K -416 -0.5%
BFG
191
Bleakley Financial Group
New Jersey
$11.6M -$49.5K -325 -0.4%
HTC
192
Haverford Trust Company
Pennsylvania
$11.6M -$1.72M -11,295 -13%
RFA
193
RTD Financial Advisors
Pennsylvania
$11.5M +$284K +1,866 +3%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$11.5M +$322K +2,115 +3%
V
195
Veritable
Delaware
$11.4M -$72.2K -474 -0.6%
I2I
196
Insight 2811 Inc
Illinois
$11.4M -$314K -2,060 -3%
NA
197
Nottingham Advisors
New York
$11.4M -$447K -2,938 -4%
WJA
198
Willis Johnson & Associates
Texas
$11.4M -$486K -3,192 -4%
CCWA
199
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.2M +$593K +3,896 +6%
JHU
200
Johns Hopkins University
Maryland
$11.2M -$220M -1,446,960 -95%