IWD icon

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 %
MPM
351
Meritage Portfolio Management
Kansas
$4.86M -$280K -1,693 -5%
TLA
352
Tanglewood Legacy Advisors
Texas
$4.84M -$27.1K -164 -0.6%
GVAG
353
Great Valley Advisor Group
Delaware
$4.84M -$41.3K -250 -0.8%
RTL
354
Red Tortoise LLC
Georgia
$4.82M +$57.2K +346 +1%
MYIA
355
Mount Yale Investment Advisors
Colorado
$4.79M +$4.79M +29,002 New
DI
356
Disciplined Investments
Oklahoma
$4.79M +$14.7K +89 +0.3%
AI
357
Auour Investments
Massachusetts
$4.78M +$36.4K +221 +0.8%
AF
358
Allworth Financial
California
$4.74M +$310K +1,877 +7%
EIG
359
Ellenbecker Investment Group
Wisconsin
$4.74M -$88.6K -536 -2%
JFG
360
JMG Financial Group
Illinois
$4.74M -$6.11K -37 -0.1%
S
361
SignatureFD
Georgia
$4.71M +$402K +2,432 +9%
JWCA
362
J.W. Cole Advisors
Florida
$4.7M -$14.7K -89 -0.3%
TW
363
Towerpoint Wealth
California
$4.64M -$231K -1,399 -5%
AFCM
364
Applied Finance Capital Management
Puerto Rico
$4.6M +$4.6M +27,859 New
DWT
365
Dorsey & Whitney Trust
South Dakota
$4.58M -$78.3K -474 -2%
WFS
366
Widmann Financial Services
Maryland
$4.56M +$69.6K +421 +2%
BHPW
367
Beverly Hills Private Wealth
California
$4.56M +$4.56M +27,582 New
AAM
368
Aureus Asset Management
Massachusetts
$4.51M +$244K +1,477 +6%
HWA
369
Hillcrest Wealth Advisors
New Jersey
$4.51M -$82.6K -500 -2%
RA
370
RFG Advisory
Alabama
$4.51M -$819K -4,957 -15%
SFB
371
STAR Financial Bank
Indiana
$4.49M +$48.3K +292 +1%
GWM
372
Geneos Wealth Management
Colorado
$4.48M +$342K +2,070 +8%
MA
373
Mutual Advisors
Nebraska
$4.48M +$37.7K +228 +0.8%
RIL
374
Rothschild Investment LLC
Illinois
$4.48M -$43.3K -262 -1%
CB
375
Centennial Bank
Arkansas
$4.48M +$647K +3,915 +17%