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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 %
MSWMA
676
Market Street Wealth Management Advisors
Indiana
$1.23M -$20K -121 -2%
AWA
677
Amplius Wealth Advisors
Pennsylvania
$1.22M -$8.26K -50 -0.7%
TWP
678
TFO Wealth Partners
Ohio
$1.22M
CAS
679
Coppell Advisory Solutions
Texas
$1.22M +$746K +4,514 +157%
CPA
680
Cardiff Park Advisors
California
$1.21M +$2.15K +13 +0.2%
AC
681
Apella Capital
Connecticut
$1.21M +$252K +1,537 +26%
CIA
682
Capital Investment Advisors
Georgia
$1.21M -$152K -920 -11%
WIA
683
Wetzel Investment Advisors
Indiana
$1.21M +$1.21M +7,300 New
VW
684
Vance Wealth
California
$1.21M -$615K -3,720 -34%
FFC
685
First Financial Corp
Indiana
$1.2M -$9.75K -59 -0.8%
FFA
686
Fragasso Financial Advisors
Pennsylvania
$1.2M -$1.32K -8 -0.1%
WMA
687
West Michigan Advisors
Michigan
$1.2M -$30.9K -187 -3%
CWM
688
Connecticut Wealth Management
Connecticut
$1.2M +$408K +2,466 +52%
OCG
689
Opus Capital Group
Ohio
$1.2M
SJIC
690
St. James Investment Company
Texas
$1.19M +$1.19M +7,194 New
WIC
691
Whitegate Investment Counselors
New Hampshire
$1.18M -$826 -5 -0.1%
D.E. Shaw & Co
692
D.E. Shaw & Co
New York
$1.18M +$1.18M +7,137 New
FA
693
Financial Advisors
Massachusetts
$1.17M +$229K +1,387 +24%
EA
694
Everpar Advisors
Oklahoma
$1.17M +$1.17M +7,090 New
WIA
695
World Investment Advisors
California
$1.17M +$118K +717 +11%
DWMG
696
DB Wealth Management Group
California
$1.17M +$23.8K +144 +2%
RLWM
697
RF&L Wealth Management
Massachusetts
$1.16M -$39.7K -240 -3%
SWA
698
Sax Wealth Advisors
New Jersey
$1.16M +$64.6K +391 +6%
GC
699
Garde Capital
Washington
$1.16M -$142K -859 -11%
KFP
700
KMG Fiduciary Partners
Ohio
$1.16M -$10.4M -62,753 -90%