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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 %
HFP
426
Holistic Financial Partners
Indiana
$3.56M -$9.25K -56 -0.3%
AIM
427
Acropolis Investment Management
Missouri
$3.55M -$77.7K -470 -2%
SFA
428
Sequoia Financial Advisors
Ohio
$3.55M +$36.2K +219 +1%
MCM
429
Manchester Capital Management
Vermont
$3.54M +$3.03M +18,353 +592%
KWM
430
Kingsview Wealth Management
Oregon
$3.54M +$728K +4,403 +26%
MMG
431
Monetary Management Group
Missouri
$3.52M -$566K -3,424 -14%
1WM
432
1900 Wealth Management
Texas
$3.51M +$132K +801 +4%
WFA
433
Wellspring Financial Advisors
Ohio
$3.5M -$36.7K -222 -1%
AAS
434
Ameritas Advisory Services
Nebraska
$3.5M -$967K -5,760 -22%
TFCP
435
Twin Focus Capital Partners
Massachusetts
$3.44M
PCG
436
Prosperity Consulting Group
Maryland
$3.33M +$2.49M +15,058 +294%
KAH
437
Kathryn A. Hall
$3.33M -$5.39M -32,610 -62%
SMC
438
Smith, Moore & Co
Missouri
$3.29M +$57.5K +348 +2%
TFA
439
TPG Financial Advisors
Oregon
$3.28M -$197K -1,191 -6%
EWM
440
EPG Wealth Management
Georgia
$3.27M +$17.9K +108 +0.5%
WAP
441
Wealthcare Advisory Partners
Pennsylvania
$3.27M +$284K +1,721 +10%
AWM
442
AE Wealth Management
Kansas
$3.25M +$264K +1,595 +9%
CIC
443
Carnegie Investment Counsel
Ohio
$3.23M +$49.1K +297 +2%
HIA
444
Harbor Investment Advisory
Maryland
$3.19M +$16.9K +102 +0.5%
PAS
445
Park Avenue Securities
New York
$3.17M +$2.59M +15,684 +448%
BB
446
Busey Bank
Illinois
$3.15M -$24K -145 -0.8%
SLT
447
St Louis Trust
Missouri
$3.14M
NS
448
NBC Securities
Alabama
$3.1M +$63.3K +383 +2%
SSB
449
Sandy Spring Bank
Maryland
$3.1M -$418K -2,528 -12%
Nomura Asset Management
450
Nomura Asset Management
Japan
$3.09M