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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 %
CFA
626
Cahill Financial Advisors
Minnesota
$1.47M -$38.5K -233 -3%
MCM
627
Mattern Capital Management
Colorado
$1.47M
GG
628
GenWealth Group
New Jersey
$1.47M -$139K -844 -9%
NLP
629
Next Level Private
New York
$1.46M +$145K +877 +11%
PWS
630
Peloton Wealth Strategists
Indiana
$1.45M +$1.45M +8,776 New
TI
631
Trexquant Investment
Connecticut
$1.44M -$222K -1,341 -13%
ES
632
Eagle Strategies
New York
$1.44M +$12.6K +76 +0.9%
BCM
633
BluePointe Capital Management
California
$1.44M +$1.44M +8,725 New
AIM
634
Anchor Investment Management
South Carolina
$1.44M -$61.6K -373 -4%
JPG
635
Jordan Park Group
California
$1.43M -$5.45K -33 -0.4%
BSHC
636
Breed's Hill Capital
Massachusetts
$1.43M +$1.43M +8,630 New
PCS
637
Personal CFO Solutions
New Jersey
$1.42M +$419K +2,536 +42%
KWS
638
Keystone Wealth Services
California
$1.41M -$6.28K -38 -0.4%
BGAI
639
Bruce G. Allen Investments
Colorado
$1.4M +$1.4M +8,499 New
MW
640
Marcum Wealth
Ohio
$1.4M +$427K +2,581 +44%
GFP
641
Gryphon Financial Partners
Ohio
$1.39M -$20K -121 -1%
OWA
642
One Wealth Advisors
California
$1.38M +$795K +4,811 +135%
AFA
643
American Financial Advisors
Georgia
$1.37M +$3.14K +19 +0.2%
CGL
644
Clarius Group LLC
Washington
$1.37M
RW
645
RVW Wealth
California
$1.36M
IB
646
Intrust Bank
Kansas
$1.35M
CFG
647
Citizens Financial Group
Rhode Island
$1.33M +$40.3K +244 +3%
TNA
648
True North Advisors
Texas
$1.33M
LFG
649
Larson Financial Group
Missouri
$1.33M +$1.49K +9 +0.1%
HWAM
650
Hennion & Walsh Asset Management
New Jersey
$1.33M +$1.33M +8,031 New