IWD icon

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 %
SIC
751
Sigma Investment Counselors
Michigan
$997K
TFGT
752
TS Financial Group (TSFG)
Illinois
$981K -$194K -1,176 -17%
CFGA
753
Cambridge Financial Group (Arizona)
Arizona
$978K +$978K +5,920 New
JWM
754
JFG Wealth Management
Colorado
$973K +$11.2K +68 +1%
MOS
755
MGO One Seven
Ohio
$972K +$456K +2,761 +88%
CW
756
Connectus Wealth
Ohio
$972K +$71.4K +432 +8%
EWA
757
Encompass Wealth Advisors
Oregon
$961K +$331 +2 +0%
MC
758
Middleton & Co
Massachusetts
$961K -$6.44K -39 -0.7%
JIR
759
James Investment Research
Ohio
$960K -$115K -697 -11%
PG
760
Patten Group
Tennessee
$960K +$19.8K +120 +2%
SWM
761
Soundmark Wealth Management
Washington
$959K
MCA
762
MSH Capital Advisors
Arizona
$955K -$49.4K -299 -5%
SWM
763
Sendero Wealth Management
Texas
$953K +$12.1K +73 +1%
FCH
764
Freestone Capital Holdings
Washington
$947K +$2.31K +14 +0.2%
IAN
765
Integrated Advisors Network
Texas
$945K +$358K +2,165 +61%
GSIS
766
Global Strategic Investment Solutions
Arizona
$942K +$11.6K +70 +1%
EIP
767
Easterly Investment Partners
Massachusetts
$940K +$940K +5,688 New
RMC
768
Regis Management Company
California
$939K
CTA
769
Chesley Taft & Associates
Illinois
$936K -$38K -230 -4%
FAIM
770
Financial Advocates Investment Management
Washington
$935K -$322K -2,109 -26%
NAS
771
Nicolet Advisory Services
Wisconsin
$927K -$71.3K -433 -7%
FFA
772
First Foundation Advisors
California
$926K -$916K -5,541 -50%
CWA
773
Core Wealth Advisors
Florida
$925K -$74.7K -452 -7%
PA
774
PFG Advisors
Arizona
$925K +$237K +1,436 +34%
PPP
775
Private Portfolio Partners
New Jersey
$918K -$5.12K -31 -0.6%