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iShares Russell 1000 Value ETF

1,545 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 216 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+111
Holders Change %
+7.74%
% of All Funds
22.65%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
216
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 %
OIA
301
OneDigital Investment Advisors
Kansas
$5.9M -$1.67M -10,087 -22%
SWP
302
Stratos Wealth Partners
Ohio
$5.86M +$35.2K +213 +0.6%
Franklin Resources
303
Franklin Resources
California
$5.79M +$1.1M +6,673 +24%
PL
304
Polianta Ltd
Jersey
$5.78M -$2.83M -17,100 -33%
FWA
305
FSC Wealth Advisors
New York
$5.74M +$5.72M +34,604 +29,831%
SC
306
Sepio Capital
Utah
$5.73M +$24.5K +148 +0.4%
ATI
307
ARK & TLK Investments
Oklahoma
$5.69M +$5.69M +34,455 New
Legal & General Group
308
Legal & General Group
United Kingdom
$5.65M +$4.07M +24,638 +257%
AIFAIM
309
American Institute for Advanced Investment Management
Arizona
$5.64M +$12.6K +76 +0.2%
APP
310
Avantax Planning Partners
Iowa
$5.62M -$218K -1,318 -4%
Vanguard Group
311
Vanguard Group
Pennsylvania
$5.59M +$73K +442 +1%
AL
312
Aspiriant LLC
California
$5.57M -$57.3K -347 -1%
ASN
313
Advisory Services Network
Georgia
$5.55M +$368K +2,228 +7%
AI
314
Arvest Investments
Arkansas
$5.52M +$5.52M +33,385 New
Loomis, Sayles & Company
315
Loomis, Sayles & Company
Massachusetts
$5.47M
BI
316
Ballast Inc
Kentucky
$5.47M +$94.9K +574 +2%
R
317
Rebalance
California
$5.46M +$680K +4,115 +14%
WB
318
Webster Bank
Connecticut
$5.44M -$1.2M -7,235 -18%
BJL
319
Brighton Jones LLC
Washington
$5.44M +$728K +4,404 +15%
PI
320
PineBridge Investments
New York
$5.43M -$4.28M -25,872 -44%
DIP
321
DT Investment Partners
Pennsylvania
$5.42M
QCG
322
Quadrant Capital Group
Ohio
$5.4M -$1.65K -10 -0%
CVA
323
Central Valley Advisors
California
$5.39M +$5.39M +32,642 New
Bessemer Group
324
Bessemer Group
New Jersey
$5.38M +$80K +484 +2%
JF
325
Jump Financial
Illinois
$5.37M +$5.37M +32,479 New