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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 %
AF
576
Affiance Financial
Minnesota
$1.72M -$393K -2,378 -19%
JA
577
JVL Associates
Michigan
$1.71M +$1.71M +10,328 New
STA
578
Summit Trail Advisors
New York
$1.71M
HF
579
Halpern Financial
Virginia
$1.7M -$574K -3,491 -25%
ML
580
McAdam LLC
Pennsylvania
$1.7M -$34.9K -211 -2%
MFGP
581
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.7M +$10.9K +66 +0.6%
AWM
582
Arista Wealth Management
Nevada
$1.69M
GC
583
Grimes & Company
Massachusetts
$1.69M -$57.3K -347 -3%
DWM
584
Darwin Wealth Management
Florida
$1.69M -$14.5K -88 -0.9%
CS
585
Credit Suisse
Switzerland
$1.69M -$132K -796 -7%
BDFN
586
Bond & Devick Financial Network
Minnesota
$1.68M -$121K -731 -7%
AWM
587
Apollon Wealth Management
South Carolina
$1.68M +$807K +4,881 +92%
PCM
588
Pointe Capital Management
Michigan
$1.68M +$391K +2,365 +30%
PA
589
Parkside Advisors
California
$1.67M -$7.77K -47 -0.5%
AWM
590
Angeles Wealth Management
California
$1.67M
BP
591
BBR Partners
New York
$1.66M
CA
592
CGN Advisors
Kansas
$1.65M +$94K +569 +6%
GF
593
Gries Financial
Ohio
$1.64M +$16.9K +102 +1%
CFG
594
Cooper Financial Group
California
$1.64M -$52.7K -319 -3%
QWP
595
Quotient Wealth Partners
Texas
$1.63M +$1.63M +9,875 New
PP
596
Prosperity Planning
Missouri
$1.63M -$109K -657 -6%
SFS
597
Summit Financial Strategies
Ohio
$1.62M
WLPWM
598
Walled Lake Planning & Wealth Management
Illinois
$1.62M +$28.1K +170 +2%
GJIA
599
Glass Jacobson Investment Advisors
Maryland
$1.62M -$192K -1,160 -11%
CRC
600
Curi RMB Capital
Illinois
$1.62M +$565K +3,422 +54%