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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 %
MG
201
Mather Group
Illinois
$11M -$1.26M -8,256 -10%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$10.9M -$282K -1,855 -3%
State Street
203
State Street
Massachusetts
$10.9M +$648K +4,254 +6%
CI
204
CX Institutional
Indiana
$10.8M +$2.14M +13,969 +25%
FCBT
205
First Citizens Bank & Trust
North Carolina
$10.7M +$2.21M +14,541 +26%
SW
206
SVB Wealth
Massachusetts
$10.7M -$474K -3,113 -4%
SWRP
207
Summit Wealth & Retirement Planning
California
$10.7M +$2.4M +15,754 +29%
TRCT
208
Tower Research Capital (TRC)
New York
$10.6M +$10.6M +69,479 +69,479%
Allspring Global Investments
209
Allspring Global Investments
North Carolina
$10.6M -$7.75M -50,924 -42%
HWM
210
HB Wealth Management
Georgia
$10.5M -$89.2K -586 -0.8%
IP
211
Investment Partners
Ohio
$10.5M -$342K -2,243 -3%
RIS
212
Retirement Income Solutions
Michigan
$10.5M -$1.53M -10,070 -13%
MBT
213
Montecito Bank & Trust
California
$10.5M -$85.6K -562 -0.8%
WW
214
Westshore Wealth
California
$10M +$680K +4,465 +7%
KFP
215
KMG Fiduciary Partners
Ohio
$10M +$3.79M +24,909 +61%
SC
216
Sepio Capital
Utah
$9.91M -$18.8M -123,694 -66%
PA
217
Prism Advisors
California
$9.6M -$338K -2,222 -3%
WB
218
West Bancorporation
Iowa
$9.56M +$689K +4,528 +8%
XF
219
XML Financial
Maryland
$9.44M -$20K -131 -0.2%
MA
220
Montag & Associates
Georgia
$9.42M +$39.9K +262 +0.4%
BCG
221
Breakwater Capital Group
New Jersey
$9.23M +$321K +2,105 +4%
OAM
222
Oppenheimer Asset Management
New York
$9.09M -$25.5M -167,536 -74%
Lido Advisors
223
Lido Advisors
California
$8.87M +$2.74M +18,005 +45%
NOI
224
Newton One Investments
Delaware
$8.81M -$4.26K -28 -0%
DI
225
Disciplined Investments
Oklahoma
$8.79M +$65K +427 +0.7%