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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 %
MAM
276
Marquette Asset Management
Minnesota
$7.11M -$635K -3,845 -8%
PRWA
277
Platte River Wealth Advisors
Colorado
$7.04M +$76.2K +461 +1%
SW
278
SlateStone Wealth
Florida
$6.98M +$109K +659 +2%
CFG
279
Clayton Financial Group
Missouri
$6.97M +$6.97M +42,186 New
AG
280
AlTi Global
New York
$6.85M +$6.85M +41,470 New
FDDB
281
Fidelity D&D Bancorp
Pennsylvania
$6.85M +$150K +908 +2%
SHWM
282
Smith & Howard Wealth Management
Georgia
$6.78M -$631K -3,817 -9%
JFG
283
Jefferies Financial Group
New York
$6.71M -$21.8K -132 -0.3%
SCA
284
Snowden Capital Advisors
New York
$6.7M +$2.16M +13,052 +47%
PA
285
Parallel Advisors
California
$6.49M -$83.1K -503 -1%
TCPWM
286
Traverso Chambers Private Wealth Management
California
$6.47M +$213K +1,290 +3%
AIA
287
Arbor Investment Advisors
North Carolina
$6.44M +$16.7K +101 +0.3%
ABC
288
Associated Banc-Corp
Wisconsin
$6.42M -$150K -906 -2%
BAAM
289
Baker Avenue Asset Management
California
$6.39M +$413K +2,499 +7%
Millennium Management
290
Millennium Management
New York
$6.38M -$6.79M -41,096 -52%
SFG
291
Sunburst Financial Group
Alabama
$6.35M
ASW
292
Astoria Strategic Wealth
Texas
$6.34M -$33.2K -201 -0.5%
MCM
293
Morton Capital Management
California
$6.24M +$5.72M +34,593 +1,085%
WTC
294
WhitTier Trust Company
Nevada
$6.19M -$460K -2,781 -7%
WT
295
Whittier Trust
California
$6.15M +$263K +1,594 +4%
NGA
296
Naples Global Advisors
Florida
$6.09M +$370K +2,237 +6%
PWM
297
Proathlete Wealth Management
Florida
$6.09M +$6.09M +36,851 New
SG Americas Securities
298
SG Americas Securities
New York
$6.03M +$1.82M +11,023 +43%
LW
299
Linscomb Wealth
Texas
$6.02M -$407K -2,464 -6%
PPWP
300
Premier Path Wealth Partners
New Jersey
$5.95M +$5.95M +36,227 New