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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 %
WW
176
Westshore Wealth
California
$12.3M 81,246 +13,963 +21%
RJT
177
Raymond James Trust
Florida
$12.3M 81,162 +171 +0.2%
VWA
178
Visionary Wealth Advisors
Illinois
$12.1M 79,827 -4,111 -5%
Millennium Management
179
Millennium Management
New York
$12.1M 79,684 +79,684 New
BSW
180
Buckingham Strategic Wealth
Missouri
$12M 78,951 +2,708 +4%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$12M 78,867 +767 +1%
SS
182
Simplicity Solutions
Minnesota
$11.8M 77,687 -12,646 -14%
Kayne Anderson Rudnick Investment Management
183
Kayne Anderson Rudnick Investment Management
California
$11.7M 77,305 +33,765 +78%
SWRP
184
Summit Wealth & Retirement Planning
California
$11.7M 77,032 +1,394 +2%
RFA
185
RTD Financial Advisors
Pennsylvania
$11.6M 76,264 -1,506 -2%
HIMCH
186
Hartford Investment Management Co (HIMCO)
Connecticut
$11.6M 76,110 +11,160 +17%
HTC
187
Haverford Trust Company
Pennsylvania
$11.5M 75,784 +3,423 +5%
BFG
188
Bleakley Financial Group
New Jersey
$11.5M 75,503 -353 -0.5%
BPA
189
Beacon Pointe Advisors
California
$11.5M 75,462 +13,758 +22%
C
190
Certuity
Florida
$11.4M 74,949 +141 +0.2%
CM
191
Churchill Management
California
$11.4M 74,855 -4,441 -6%
VOYA Investment Management
192
VOYA Investment Management
Georgia
$11.3M 74,418 -3,060 -4%
OPS
193
Orion Portfolio Solutions
Nebraska
$11.2M 73,910 -10,108 -12%
BCI
194
Brinker Capital Investments
Pennsylvania
$11.2M 73,910 -10,108 -12%
JHU
195
Johns Hopkins University
Maryland
$11.1M 73,387
I2I
196
Insight 2811 Inc
Illinois
$11.1M 73,270 -2,015 -3%
GT
197
Glenmede Trust
Pennsylvania
$11.1M 72,827 -9,452 -11%
CCWA
198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11M 72,176 -886 -1%
Charles Schwab
199
Charles Schwab
California
$10.9M 71,882 +67,682 +1,611%
WJA
200
Willis Johnson & Associates
Texas
$10.8M 71,165 -1,023 -1%