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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 %
EFS
476
Essex Financial Services
Connecticut
$2.64M +$433K +2,622 +20%
PWM
477
Perigon Wealth Management
California
$2.64M +$28.9K +175 +1%
GPFA
478
Game Plan Financial Advisors
Ohio
$2.63M +$2.63M +15,930 New
AA
479
Ancora Advisors
Ohio
$2.63M +$15.4K +93 +0.6%
CWM
480
Castle Wealth Management
Florida
$2.62M -$2.98K -18 -0.1%
PWA
481
Provenance Wealth Advisors
Florida
$2.62M -$7.11K -43 -0.3%
OC
482
Oarsman Capital
Wisconsin
$2.61M +$2.61M +15,810 New
GA
483
GFS Advisors
Texas
$2.6M -$129K -780 -5%
EAM
484
Evanson Asset Management
California
$2.58M +$331 +2 +0%
CCM
485
Colorado Capital Management
Colorado
$2.58M -$12.4K -75 -0.5%
FFM
486
Forum Financial Management
Illinois
$2.57M -$84.8K -513 -3%
BRWA
487
B. Riley Wealth Advisors
Florida
$2.51M -$407K -2,461 -14%
AIM
488
Allen Investment Management
New York
$2.51M
FWTB
489
First Western Trust Bank
Colorado
$2.51M -$1.58M -9,537 -39%
FHB
490
First Hawaiian Bank
Hawaii
$2.5M +$30.2K +183 +1%
WWA
491
WCG Wealth Advisors
Nevada
$2.49M -$73.2K -443 -3%
VCA
492
Verdence Capital Advisors
Maryland
$2.49M +$64.9K +393 +3%
PA
493
Procyon Advisors
Connecticut
$2.49M +$6.28K +38 +0.3%
PFA
494
Pathway Financial Advisors
Vermont
$2.48M +$49.6K +300 +2%
DSC
495
Donald Smith & Co
New York
$2.48M
AI
496
Accredited Investors
Minnesota
$2.48M -$38K -230 -2%
MFWP
497
Mosaic Family Wealth Partners
Missouri
$2.47M +$164K +993 +7%
BTW
498
Boston Trust Walden
Massachusetts
$2.45M
GSAM
499
Grant Street Asset Management
Pennsylvania
$2.45M -$159K -964 -6%
FCP
500
Fidelis Capital Partners
Florida
$2.43M +$2.2M +13,335 +964%