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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 %
PL
1001
Plancorp LLC
Missouri
$471K +$16.5K +100 +4%
WP
1002
WealthPLAN Partners
Nebraska
$470K -$13.6K -82 -3%
AT
1003
American Trust
Kentucky
$467K +$70.7K +428 +18%
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$465K -$826 -5 -0.2%
JF
1005
JSF Financial
California
$461K +$4.96K +30 +1%
AWM
1006
AAF Wealth Management
Massachusetts
$460K -$27.6K -167 -6%
MSFS
1007
Main Street Financial Solutions
Pennsylvania
$459K +$496 +3 +0.1%
FIM
1008
Fernwood Investment Management
Massachusetts
$458K -$36.4K -220 -7%
GWS
1009
Glassman Wealth Services
Virginia
$458K -$5.45K -33 -1%
AIP
1010
Ameritas Investment Partners
Nebraska
$451K -$114K -692 -20%
APW
1011
Acima Private Wealth
Virginia
$450K
MCP
1012
Mirador Capital Partners
California
$447K +$5.62K +34 +1%
RAG
1013
RIA Advisory Group
Iowa
$445K +$445K +14,274 New
TAM
1014
Titleist Asset Management
Texas
$444K -$6.94K -42 -2%
PS
1015
Principal Securities
Iowa
$443K +$443K +2,683 New
GC
1016
Gratus Capital
Georgia
$443K -$393K -2,376 -47%
AA
1017
Aire Advisors
California
$443K -$180K -1,088 -29%
SB
1018
Sunflower Bank
Texas
$442K -$176K -1,067 -29%
TPI
1019
Trust Point Inc
Wisconsin
$439K +$439K +2,659 New
CC
1020
Cypress Capital
Tennessee
$439K
ASC
1021
Atalanta Sosnoff Capital
New York
$435K -$33.1K -200 -7%
TI
1022
Truepoint Inc
Ohio
$434K
CWM
1023
Chicago Wealth Management
Illinois
$433K
TAM
1024
Townsend Asset Management
North Carolina
$431K -$20.7K -125 -5%
SHFA
1025
SC&H Financial Advisors
Maryland
$430K +$2.31K +14 +0.5%