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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 %
S
876
Sunpointe
Missouri
$653K +$653K +3,952 New
JCM
877
Janney Capital Management
Pennsylvania
$652K +$652K +3,947 New
NF
878
Nvest Financial
New Hampshire
$648K -$1.49K -9 -0.2%
RVM
879
Robinson Value Management
Texas
$647K +$992 +6 +0.2%
LWA
880
LWS Wealth Advisors
New Jersey
$646K -$11.9K -72 -2%
RRAM
881
River Road Asset Management
Kentucky
$642K +$642K +3,885 New
OAM
882
Occidental Asset Management
California
$637K -$17.2K -104 -3%
RBC
883
Roble Belko & Company
Pennsylvania
$636K
IAS
884
Investment Advisory Services
Texas
$635K +$635K +3,842 New
VCM
885
Vivaldi Capital Management
Illinois
$635K +$11.1K +67 +2%
EFMC
886
Empire Financial Management Company
New York
$634K
LFS
887
Lutz Financial Services
Nebraska
$632K
GI
888
Gradient Investments
Minnesota
$632K +$169K +1,025 +37%
BWP
889
BSW Wealth Partners
Colorado
$631K
BCP
890
Berkeley Capital Partners
Georgia
$631K +$38.7K +234 +7%
DWM
891
Defined Wealth Management
Oregon
$627K +$627K +3,795 New
SLG
892
Stanley-Laman Group
Pennsylvania
$627K +$2.48K +15 +0.4%
HC
893
Hamilton Capital
Ohio
$624K +$183K +1,109 +42%
CWP
894
Curated Wealth Partners
California
$624K +$624K +3,777 New
TSS
895
Two Sigma Securities
New York
$618K +$290K +1,756 +89%
CD
896
Chapin Davis
Maryland
$615K -$7.27K -44 -1%
TW
897
TritonPoint Wealth
Maryland
$615K +$615K +3,719 New
BWA
898
Bordeaux Wealth Advisors
California
$612K
BA
899
Ballew Advisors
Mississippi
$608K
AFC
900
AFT Forsyth & Company
Florida
$606K +$2.48K +15 +0.4%