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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 %
HDIM
376
Hanson & Doremus Investment Management
Vermont
$4.48M
DCM
377
Dimension Capital Management
Florida
$4.46M +$305K +1,846 +7%
RCAG
378
Rehmann Capital Advisory Group
Michigan
$4.43M +$465K +2,815 +12%
SCM
379
SOL Capital Management
Maryland
$4.42M -$250K -1,515 -5%
TG
380
TCW Group
California
$4.4M +$4.4M +26,618 New
SIA
381
Stegner Investment Associates
Kentucky
$4.39M +$4.46K +27 +0.1%
RCA
382
Riverview Capital Advisers
Massachusetts
$4.35M -$20.7K -125 -0.5%
PWMG
383
Pinnacle Wealth Management Group
Michigan
$4.34M +$182K +1,104 +4%
RWG
384
Regal Wealth Group
California
$4.32M -$32.5K -198 -0.7%
CWS
385
Confluence Wealth Services
Pennsylvania
$4.31M +$1.52M +9,189 +54%
SFG
386
Sage Financial Group
Pennsylvania
$4.3M -$129K -782 -3%
ARG
387
Advisory Resource Group
Oklahoma
$4.28M +$124K +749 +3%
QC
388
Quent Capital
New York
$4.23M -$1.3M -7,840 -23%
DADC
389
D.A. Davidson & Co
Montana
$4.2M -$198K -1,201 -5%
BFM
390
Broadview Financial Management
Wisconsin
$4.2M +$14.9K +90 +0.4%
TWM
391
Tolleson Wealth Management
Texas
$4.19M -$412K -2,494 -9%
SWS
392
SYSTM Wealth Solutions
Illinois
$4.17M +$4.17M +25,247 New
IWC
393
Integrated Wealth Concepts
Massachusetts
$4.15M -$366K -2,217 -8%
CIS
394
Custom Index Systems
New York
$4.12M +$4.12M +24,926 New
FA
395
Flagstar Advisors
New York
$4.12M -$332K -2,010 -7%
QWM
396
Quadcap Wealth Management
Texas
$4.12M +$4.12M +24,904 New
GRP
397
Global Retirement Partners
California
$4.1M -$213K -1,309 -5%
MCWS
398
McKinley Carter Wealth Services
West Virginia
$4.09M -$262K -1,587 -6%
SYBT
399
Stock Yards Bank & Trust
Kentucky
$4.09M +$129K +783 +3%
KIG
400
Kowal Investment Group
Wisconsin
$4.06M +$3.8M +22,992 +1,449%