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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 %
CCWM
601
Correct Capital Wealth Management
Missouri
$1.62M +$1.62M +9,809 New
EPA
602
Element Pointe Advisors
Florida
$1.61M
PA
603
Pinnacle Associates
New York
$1.6M -$44K -266 -3%
FT
604
Fiduciary Trust
Massachusetts
$1.6M -$199K -1,207 -11%
AWA
605
Aaron Wealth Advisors
Illinois
$1.59M -$16.5K -100 -1%
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.57M
BCM
607
Brookstone Capital Management
Illinois
$1.57M -$69.6K -421 -4%
BFG
608
Beacon Financial Group
Texas
$1.57M +$417K +2,526 +36%
PTC
609
Private Trust Company
Ohio
$1.56M +$140K +847 +10%
AP
610
Adero Partners
California
$1.55M +$21.2K +128 +1%
SC
611
Sapient Capital
Indiana
$1.55M +$1.55M +9,392 New
BFA
612
Benedict Financial Advisors
Georgia
$1.54M +$1.49K +9 +0.1%
WS
613
Wedbush Securities
California
$1.54M -$42.8K -259 -3%
FMWA
614
Forvis Mazars Wealth Advisors
Missouri
$1.54M -$202K -1,225 -12%
RLIM
615
Red Lighthouse Investment Management
New York
$1.53M
LDB
616
Lee, Danner & Bass
Tennessee
$1.53M -$10.4K -63 -0.7%
AssetMark Inc
617
AssetMark Inc
California
$1.52M -$921K -5,573 -38%
NFG
618
Nations Financial Group
Iowa
$1.52M -$4.96K -30 -0.3%
PFA
619
Pure Financial Advisors
California
$1.52M +$76.8K +465 +5%
EWA
620
EverSource Wealth Advisors
Alabama
$1.51M +$206K +1,244 +16%
CG
621
Clifford Group
Massachusetts
$1.51M -$72.4K -438 -5%
ACM
622
Alamar Capital Management
California
$1.49M
MCA
623
Maryland Capital Advisors
Maryland
$1.49M -$100K -608 -6%
CT
624
Colonial Trust
South Carolina
$1.49M +$89.1K +539 +6%
BSSFA
625
Baron Silver Stevens Financial Advisors
Florida
$1.48M -$63K -381 -4%