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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 %
CA
401
Cornerstone Advisory
Maryland
$4.05M +$42K +254 +1%
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$4.05M +$83.6K +506 +2%
SWM
403
Spire Wealth Management
Virginia
$3.98M +$89.4K +546 +2%
ATC
404
Argent Trust Co
Tennessee
$3.98M -$4.5M -27,208 -53%
FA
405
FC Advisory
Pennsylvania
$3.94M -$348K -2,108 -8%
AWA
406
Alta Wealth Advisors
Massachusetts
$3.93M -$569K -3,446 -13%
Eagle Capital Management (New York)
407
Eagle Capital Management (New York)
New York
$3.92M +$3.54M +21,397 +920%
WAM
408
Wakefield Asset Management
Colorado
$3.92M -$561K -3,395 -13%
DPI
409
Diversified Portfolios Inc
Michigan
$3.92M -$94K -569 -2%
MFG
410
Magnus Financial Group
New York
$3.87M -$473K -2,861 -11%
AMG
411
Asset Management Group
Connecticut
$3.86M -$19.7K -119 -0.5%
QCM
412
QRG Capital Management
Illinois
$3.76M +$3.14M +18,980 +504%
NEPWA
413
New England Private Wealth Advisors
Massachusetts
$3.73M +$39.5K +239 +1%
IC
414
IEQ Capital
California
$3.72M +$340K +2,055 +10%
OCM
415
One Capital Management
California
$3.72M -$14.7K -89 -0.4%
TDWM
416
Topel & Distasi Wealth Management
California
$3.72M -$3.64K -22 -0.1%
FWCM
417
Ferguson Wellman Capital Management
Oregon
$3.71M +$63K +381 +2%
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
$3.71M -$570K -3,451 -13%
AF
419
Apexium Financial
Texas
$3.69M +$2.6M +15,721 +238%
WP
420
Wealthspan Partners
Iowa
$3.68M -$41.1K -249 -1%
SC
421
Steph & Co
Wisconsin
$3.68M +$2.2M +13,285 +148%
ONB
422
Old National Bancorp
Indiana
$3.64M -$3.8K -23 -0.1%
SHF
423
Stage Harbor Financial
Massachusetts
$3.59M +$3.59M +21,748 New
VA
424
Valmark Advisers
Ohio
$3.57M +$300K +1,818 +9%
BBHC
425
Brown Brothers Harriman & Co
New York
$3.57M +$153K +924 +4%