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iShares Russell 1000 Value ETF

1,544 hedge funds and large institutions have $49.1B invested in iShares Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,544
Holders Change
+110
Holders Change %
+7.67%
% of All Funds
22.64%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
215
Increased
507
Reduced
506
Closed
78
Calls
$56.4M
Puts
$13.4M
Net Calls
+$43M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
251
Prospera Financial Services
Texas
$8.67M +$3.14M +18,991 +57%
HCM
252
HMS Capital Management
Tennessee
$8.61M -$737K -4,461 -8%
SWA
253
Stratos Wealth Advisors
Ohio
$8.57M +$1.2M +7,252 +16%
OC
254
Oppenheimer & Co
New York
$8.44M +$491K +2,972 +6%
GC
255
Guggenheim Capital
Illinois
$8.38M +$65.6K +397 +0.8%
Barclays
256
Barclays
United Kingdom
$8.31M -$165K -1,000 -2%
SWM
257
Segment Wealth Management
Texas
$8.31M -$20.7K -125 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
258
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.26M -$8.26M -50,000 -50%
PP
259
Pegasus Partners
Wisconsin
$8.01M -$2.22M -13,419 -22%
JWA
260
JFS Wealth Advisors
Pennsylvania
$7.86M +$174K +1,054 +2%
ATPW
261
Ashton Thomas Private Wealth
Arizona
$7.86M +$409K +2,475 +5%
SEI Investments
262
SEI Investments
Pennsylvania
$7.8M +$1.08M +6,549 +16%
HW
263
Hancock Whitney
Mississippi
$7.7M -$102K -617 -1%
ACA
264
Anchor Capital Advisors
Massachusetts
$7.68M -$13.7M -82,972 -64%
BMCM
265
Bryn Mawr Capital Management
Pennsylvania
$7.66M +$4.17M +25,264 +120%
ECG
266
Edge Capital Group
Georgia
$7.54M -$1.45M -8,763 -16%
SW
267
SVB Wealth
Massachusetts
$7.49M -$712K -4,308 -9%
OFG
268
Oxford Financial Group
Indiana
$7.48M +$497K +3,009 +7%
AWE
269
Avidian Wealth Enterprises
Texas
$7.42M -$647K -3,915 -8%
OS
270
Objectivity Squared
South Carolina
$7.39M +$7.39M +44,713 New
NL
271
NWAM LLC
Washington
$7.34M +$5.9M +35,719 +412%
RDIA
272
RE Dickinson Investment Advisors
Iowa
$7.3M +$325K +1,969 +5%
HSA
273
HBK Sorce Advisory
Pennsylvania
$7.26M -$463K -2,801 -6%
DS
274
DRW Securities
Illinois
$7.23M +$7.23M +43,727 New
OFS
275
Oldfather Financial Services
Nebraska
$7.22M +$98.3K +595 +1%