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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 %
CG
451
Caprock Group
Idaho
$3.08M +$797K +4,825 +35%
NCM
452
Next Capital Management
New York
$3.04M -$136K -822 -4%
SWA
453
SOA Wealth Advisors
New York
$3M -$826 -5 -0%
DWM
454
Dakota Wealth Management
Florida
$3M +$2.15M +13,029 +254%
TFS
455
Thoroughbred Financial Services
Tennessee
$2.98M +$2.98M +18,017 New
SCA
456
Stillwater Capital Advisors
Pennsylvania
$2.97M +$420K +2,542 +17%
VP
457
Verum Partners
North Carolina
$2.93M -$510K -3,088 -15%
FMC
458
First Merchants Corp
Indiana
$2.92M
ACA
459
Affinity Capital Advisors
California
$2.89M -$79K -478 -3%
1IA
460
1834 Investment Advisors
Wisconsin
$2.85M -$3.14K -19 -0.1%
RFA
461
Resurgent Financial Advisors
Georgia
$2.83M -$442K -2,672 -13%
CWA
462
Cornerstone Wealth Advisors
Minnesota
$2.79M -$62K -375 -2%
AWM
463
Aprio Wealth Management
Georgia
$2.78M +$28.9K +175 +1%
GT
464
Glenview Trust
Kentucky
$2.78M -$82.3K -498 -3%
CA
465
Clearstead Advisors
Ohio
$2.77M -$2.98M -18,015 -52%
Cohen & Steers
466
Cohen & Steers
New York
$2.76M -$2.72M -16,444 -50%
SW
467
Simplicity Wealth
New Jersey
$2.74M +$697K +4,218 +34%
PO
468
Private Ocean
California
$2.74M +$2.48K +15 +0.1%
RWP
469
RWA Wealth Partners
Massachusetts
$2.72M +$2.08M +12,583 +327%
AWP
470
Ascent Wealth Partners
New York
$2.71M +$72.5K +439 +3%
OWM
471
Opes Wealth Management
California
$2.71M -$483K -2,921 -15%
AWA
472
Arete Wealth Advisors
Illinois
$2.67M +$1.57M +9,491 +142%
PPC
473
Park Place Capital
Alabama
$2.67M +$1.06M +6,398 +66%
WWM
474
Western Wealth Management
Colorado
$2.66M +$156K +946 +6%
EWM
475
Evermay Wealth Management
Virginia
$2.65M -$71.1K -430 -3%