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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 %
IWA
501
Icon Wealth Advisors
Texas
$2.39M +$2.39M +14,482 New
FFA
502
Founders Financial Alliance
North Carolina
$2.38M -$34.5K -209 -1%
AGP
503
Autumn Glory Partners
Texas
$2.37M
IAA
504
Ironsides Asset Advisors
North Carolina
$2.35M
SBWIC
505
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.35M
NW
506
NewEdge Wealth
Pennsylvania
$2.34M +$2.34M +14,140 New
BFG
507
Baron Financial Group
New Jersey
$2.31M -$99.2K -600 -4%
LSA
508
Lion Street Advisors
Texas
$2.28M +$297K +1,800 +15%
NB
509
Nicolet Bankshares
Wisconsin
$2.26M +$22.3K +135 +1%
UL
510
Unionview LLC
Washington
$2.26M +$100K +607 +5%
GWWM
511
Great Waters Wealth Management
Minnesota
$2.23M -$25K -152 -1%
EWM
512
Evercore Wealth Management
New York
$2.23M +$1.32K +8 +0.1%
KCM
513
Kanawha Capital Management
Virginia
$2.22M -$8.26K -50 -0.4%
PWP
514
Precedent Wealth Partners
Texas
$2.21M +$2.21M +13,378 New
National Bank of Canada
515
National Bank of Canada
Quebec, Canada
$2.21M -$9.12K -55 -0.4%
WAL
516
W Advisors LLC
Tennessee
$2.2M -$74.9K -453 -3%
CWM
517
Cahaba Wealth Management
Georgia
$2.2M +$1.32K +8 +0.1%
PCIA
518
Prime Capital Investment Advisors
Kansas
$2.19M +$538K +3,253 +32%
FDCP
519
Foster Dykema Cabot & Partners
Massachusetts
$2.18M +$2.18M +13,178 New
BTI
520
Blue Trust Inc
Georgia
$2.17M -$439K -2,891 -17%
IIC
521
Ironwood Investment Counsel
Arizona
$2.16M +$26.3K +159 +1%
DFS
522
Dixon Fnancial Services
California
$2.15M +$463K +2,800 +27%
JBA
523
Johnson Bixby & Associates
Washington
$2.15M -$891K -5,392 -29%
BCM
524
Becker Capital Management
Oregon
$2.14M +$244K +1,475 +13%
CFO
525
Custos Family Office
Texas
$2.13M +$1.47M +8,906 +225%