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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 %
HP
826
Holistic Planning
Texas
$773K +$773K +4,678 New
EWM
827
Empirical Wealth Management
Washington
$771K -$76.2K -461 -9%
MMA
828
Miracle Mile Advisors
California
$764K +$214K +1,297 +39%
LTL
829
Lowery Thomas LLC
California
$760K +$9.26K +56 +1%
CWP
830
Cyndeo Wealth Partners
Florida
$758K +$13.1K +79 +2%
CC
831
Courier Capital
New York
$758K -$3.64K -22 -0.5%
EC
832
Estate Counselors
Wisconsin
$758K -$3.9M -23,605 -84%
BC
833
Barnett & Company
Tennessee
$749K
BWL
834
Bogart Wealth LLC
Virginia
$746K
RB
835
Renasant Bank
Mississippi
$745K -$15.2K -92 -2%
BFC
836
Bedel Financial Consulting
Indiana
$743K +$177K +1,073 +31%
RDWM
837
Red Door Wealth Management
Tennessee
$739K
CFS
838
CRA Financial Services
New Jersey
$736K -$20.7K -125 -3%
FUBT
839
First United Bank & Trust
Maryland
$730K -$21.5K -130 -3%
GPA
840
Guidance Point Advisors
Massachusetts
$729K -$10.6K -64 -1%
MWM
841
Moran Wealth Management
Florida
$723K +$723K +4,375 New
BFA
842
Brendel Financial Advisors
New Hampshire
$720K +$720K +4,356 New
AFG
843
Atomi Financial Group
New York
$716K +$117K +706 +19%
PAM
844
Palisade Asset Management
Minnesota
$713K -$22.6K -137 -3%
ASG
845
Ariston Services Group
California
$711K +$711K +4,304 New
PWMG
846
Provence Wealth Management Group
California
$708K -$165 -1 -0%
TA
847
TFB Advisors
Kansas
$707K +$707K +4,280 New
MFA
848
Mayflower Financial Advisors
Massachusetts
$704K +$73K +442 +12%
MIAS
849
Mason Investment Advisory Services
Virginia
$703K
LOPW
850
Live Oak Private Wealth
North Carolina
$702K -$4.3K -26 -0.6%