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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 %
PAG
901
Paladin Advisory Group
Iowa
$605K
FA
902
Fiducient Advisors
Illinois
$605K -$1.07M -6,463 -64%
BFWA
903
Benchmark Financial Wealth Advisors
Florida
$604K +$11.7K +71 +2%
RA
904
Rodgers & Associates
Pennsylvania
$602K +$321K +1,945 +115%
PIA
905
Perennial Investment Advisors
California
$601K -$270K -1,636 -31%
LSPW
906
Lake Street Private Wealth
Illinois
$600K +$2.98K +18 +0.5%
MWAM
907
Manhattan West Asset Management
California
$600K -$12.1K -73 -2%
LWL
908
Leo Wealth LLC
Texas
$598K +$598K +3,584 New
CSPAM
909
Cary Street Partners Asset Management
Virginia
$598K -$547K -3,310 -48%
CWA
910
CM Wealth Advisors
Ohio
$597K
SFP
911
Strategic Financial Partners
Oregon
$597K
AT
912
Arden Trust
Delaware
$596K -$4.13K -25 -0.7%
HA
913
Hanover Advisors
South Carolina
$596K +$596K +3,604 New
WP
914
Westmount Partners
California
$595K +$165 +1 +0%
MAA
915
Matrix Asset Advisors
New York
$593K +$80.6K +488 +16%
PWMAG
916
Pinnacle Wealth Management Advisory Group
New Jersey
$591K -$42.1K -255 -7%
CWM
917
Calamos Wealth Management
Illinois
$591K -$164K -991 -22%
COCM
918
Charter Oak Capital Management
New Hampshire
$590K
FGG
919
Financial Guidance Group
Florida
$589K
OWA
920
Opal Wealth Advisors
New York
$588K +$588K +3,558 New
GFS
921
GYL Financial Synergies
Connecticut
$587K -$12.4K -75 -2%
AIC
922
Archer Investment Corporation
Indiana
$586K
OWP
923
Obermeyer Wealth Partners
Colorado
$584K
BCM
924
Bourgeon Capital Management
Connecticut
$583K
SOS
925
Silver Oak Securities
Tennessee
$582K +$582K +3,520 +88,000%