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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 %
HS
851
Horan Securities
United States
$700K -$441K -2,669 -39%
HIP
852
HUB Investment Partners
Texas
$699K +$397K +2,400 +131%
Wellington Management Group
853
Wellington Management Group
Massachusetts
$694K -$340K -2,059 -33%
AFA
854
Alpha Financial Advisors
North Carolina
$694K
NCM
855
NCM Capital Management
New Jersey
$693K +$29.6K +179 +4%
CB
856
Cadence Bank
Mississippi
$693K -$99.2K -600 -13%
ACS
857
Archford Capital Strategies
Illinois
$693K
MFG
858
MidWestOne Financial Group
Iowa
$692K +$106K +642 +18%
MAM
859
MWA Asset Management
Massachusetts
$689K -$40.3K -244 -6%
H
860
HoyleCohen
California
$687K +$15.2K +92 +2%
PIFP
861
Partners in Financial Planning
Virginia
$686K
HWM
862
Hemington Wealth Management
Virginia
$675K
WIC
863
Woodmont Investment Counsel
Tennessee
$675K +$3.14K +19 +0.5%
GRA
864
Golden Road Advisors
Florida
$670K +$670K +4,055 New
MFG
865
Merit Financial Group
Georgia
$670K +$271K +1,640 +68%
NL
866
NVWM LLC
Pennsylvania
$668K -$33.1K -200 -5%
WI
867
WrapManager Inc
California
$667K -$3.14K -19 -0.5%
SIM
868
SSI Investment Management
California
$664K
Betterment LLC
869
Betterment LLC
New York
$662K +$77.6K +470 +13%
BAM
870
Bosun Asset Management
Illinois
$661K
LA
871
Legacy Advisors
Pennsylvania
$661K +$21.2K +128 +3%
BFG
872
Berger Financial Group
Minnesota
$661K -$16.4K -99 -2%
AWM
873
Atticus Wealth Management
Florida
$660K -$142K -858 -18%
WP
874
WMS Partners
Maryland
$658K -$127K -769 -16%
CIAS
875
Capital Investment Advisory Services
North Carolina
$657K +$661 +4 +0.1%