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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 %
BA
326
Brightwater Advisory
Florida
$5.35M +$5.35M +32,372 New
UWPG
327
Ullmann Wealth Partners Group
Florida
$5.35M -$58.5K -354 -1%
CGA
328
Crescent Grove Advisors
Illinois
$5.34M +$236K +1,427 +5%
SFS
329
Sowell Financial Services
Arkansas
$5.34M -$324K -1,958 -6%
Deutsche Bank
330
Deutsche Bank
Germany
$5.32M -$299K -1,812 -5%
CWP
331
CFM Wealth Partners
Texas
$5.3M +$1.13M +6,828 +27%
NP
332
NorthRock Partners
Minnesota
$5.26M +$2.41M +14,605 +85%
Simplex Trading
333
Simplex Trading
Illinois
$5.26M +$5.26M +31,840 New
HCA
334
Harbour Capital Advisors
Virginia
$5.26M +$18.4K +112 +0.4%
BP
335
Ballentine Partners
Massachusetts
$5.25M -$140K -847 -3%
GBWM
336
Granite Bay Wealth Management
New Hampshire
$5.23M -$926 -6 -0%
CB
337
Community Bank
New York
$5.18M +$304K +1,842 +6%
IWM
338
IHT Wealth Management
Illinois
$5.18M -$79.3K -480 -2%
HR
339
Hardy Reed
Mississippi
$5.15M +$233K +1,407 +5%
DFA
340
DHK Financial Advisors
New Hampshire
$5.15M +$20.5K +124 +0.4%
SFM
341
Signet Financial Management
New Jersey
$5.07M -$49.7K -301 -1%
GM
342
Granger Management
New York
$5.07M -$27.3M -165,476 -84%
SC
343
Sierra Capital
Florida
$4.99M +$14K +85 +0.3%
SF
344
Summit Financial
New Jersey
$4.96M -$141K -851 -3%
HCMT
345
Highland Capital Management (Tennessee)
Tennessee
$4.95M -$352K -2,130 -7%
Mackenzie Financial
346
Mackenzie Financial
Ontario, Canada
$4.95M
NPF
347
Norris Perne & French
Michigan
$4.95M
GIA
348
Gladstone Institutional Advisory
Florida
$4.92M +$239K +1,446 +5%
BAMG
349
Brand Asset Management Group
Missouri
$4.91M -$17.4K -105 -0.4%
HNB
350
Huntington National Bank
Ohio
$4.88M -$4.17M