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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 %
FPTW
1126
Franklin, Parlapiano, Turner & Welch
Texas
$339K -$52.9K -320 -13%
BW
1127
Bison Wealth
Georgia
$339K -$3.64K -22 -1%
GLA
1128
Good Life Advisors
Pennsylvania
$338K +$40K +242 +13%
GI
1129
GAMMA Investing
California
$338K +$338K +2,043 New
GA
1130
Greenspring Advisors
Maryland
$337K
TSWM
1131
Triangle Securities Wealth Management
North Carolina
$336K -$78K -472 -19%
NHC
1132
Nicholas Hoffman & Company
Georgia
$336K
MA
1133
MCF Advisors
Kentucky
$334K +$28.6K +173 +9%
JIP
1134
Jaffetilchin Investment Partners
Florida
$333K +$8.76K +53 +3%
LA
1135
LM Advisors
California
$333K +$333K +2,015 New
PCH
1136
PGIM Custom Harvest
New Jersey
$332K +$332K +2,012 New
SFS
1137
Sharp Financial Services
Pennsylvania
$332K +$332K +2,008 New
PB
1138
Pinnacle Bancorp
Nebraska
$332K
EWM
1139
Echo Wealth Management
Minnesota
$332K -$191K -1,151 -37%
GEA
1140
Glen Eagle Advisors
New Jersey
$331K +$3.8K +23 +1%
MC
1141
Matisse Capital
Oregon
$331K -$54.4K -329 -14%
CCM
1142
Canal Capital Management
Virginia
$329K +$3.64K +22 +1%
SF
1143
Safeguard Financial
Wisconsin
$328K +$328K +1,982 New
Schroder Investment Management Group
1144
Schroder Investment Management Group
United Kingdom
$327K
AO
1145
Advisor OS
Illinois
$326K +$61.5K +372 +23%
HPIA
1146
Hamilton Point Investment Advisors
North Carolina
$325K
PWM
1147
PBMares Wealth Management
Virginia
$324K
BB
1148
Berkshire Bank
Massachusetts
$322K +$322K +1,951 New
IGWM
1149
ICA Group Wealth Management
Colorado
$322K +$62K +375 +24%
IWA
1150
Inspirion Wealth Advisors
Illinois
$321K +$8.46K +51 +3%