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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 %
PWP
1051
Perfromance Wealth Partners
Illinois
$391K -$31.9K -193 -8%
FCAM
1052
First Citizens Asset Management
North Carolina
$390K -$17.8K -108 -4%
PWW
1053
Pettyjohn Wood & White
Virginia
$390K
AWMG
1054
Alliance Wealth Management Group
New Jersey
$389K +$389K +2,353 New
SPC
1055
Sigma Planning Corp
Michigan
$389K -$1.6M -9,654 -80%
TIM
1056
Tortoise Investment Management
New York
$388K -$9.92K -60 -2%
DPW
1057
DiNuzzo Private Wealth
Pennsylvania
$388K +$388K +2,346 New
JJBC
1058
James J. Burns & Company
New York
$387K
RWMH
1059
Riverpoint Wealth Management Holdings
Illinois
$387K
CFA
1060
CWS Financial Advisors
Michigan
$386K +$119K +720 +45%
LWM
1061
LJI Wealth Management
Indiana
$385K
Chevy Chase Trust
1062
Chevy Chase Trust
Maryland
$384K +$130K +789 +51%
HP
1063
HT Partners
Connecticut
$384K
RSWA
1064
Robinson Smith Wealth Advisors
Maine
$382K +$382K +2,309 New
MSA
1065
Marino Stram & Associates
Massachusetts
$381K -$13.1K -79 -3%
SMA
1066
Sage Mountain Advisors
Georgia
$381K
ERWM
1067
Elk River Wealth Management
Colorado
$380K -$192K -1,159 -34%
SIA
1068
Soltis Investment Advisors
Utah
$379K +$79.7K +482 +27%
PAI
1069
Pittenger & Anderson Inc
Nebraska
$375K
PIA
1070
Petredis Investment Advisors
Pennsylvania
$375K
MF
1071
Montis Financial
Massachusetts
$373K
SC
1072
Stephenson & Company
California
$373K +$373K +2,254 New
FCA
1073
FinTrust Capital Advisors
South Carolina
$372K +$111K +672 +43%
TIA
1074
Traphagen Investment Advisors
New Jersey
$371K +$496 +3 +0.1%
ACI
1075
Alpha Cubed Investments
California
$369K +$143K +865 +63%