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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 %
SCM
1176
Sollinda Capital Management
Florida
$305K +$305K +1,843 New
PPW
1177
PACK Private Wealth
Minnesota
$304K
RDFA
1178
Ritter Daniher Financial Advisory
Ohio
$304K +$9.75K +59 +3%
SSW
1179
Stone Summit Wealth
Florida
$302K
SAG
1180
SageView Advisory Group
California
$302K -$3.18K -19 -1%
HCM
1181
Highview Capital Management
Illinois
$301K -$129K -782 -30%
RMDI
1182
R.M. Davis Inc
Maine
$300K -$9.09K -55 -3%
MAWA
1183
Moss Adams Wealth Advisors
Washington
$298K
CIBC World Market
1184
CIBC World Market
Ontario, Canada
$298K -$22.8K -138 -7%
FAG
1185
Fortitude Advisory Group
Washington
$297K -$14.7K -89 -5%
TWM
1186
Tanager Wealth Management
United Kingdom
$296K -$33.4K -202 -10%
WMP
1187
Wealth Management Partners
Arizona
$295K
FPB
1188
First PREMIER Bank
South Dakota
$294K
CT
1189
Columbia Trust
Oregon
$294K +$15.2K +92 +5%
CFGS
1190
Concourse Financial Group Securities
Alabama
$294K -$165 -1 -0.1%
AFG
1191
AFS Financial Group
Maryland
$293K -$397K -2,400 -57%
FCFC
1192
First Commonwealth Financial Corp
Pennsylvania
$293K +$7.77K +47 +3%
RP
1193
Rice Partnership
Hawaii
$293K
FA
1194
Fountainhead AM
New Jersey
$292K +$292K +1,769 New
SIMG
1195
Sonora Investment Management Group
Arizona
$292K +$66.8K +404 +30%
MWP
1196
Madison Wealth Partners
Wisconsin
$292K
JAG
1197
Journey Advisory Group
Kentucky
$291K -$1.82K -11 -0.6%
AWM
1198
Altus Wealth Management
Kentucky
$291K +$291K +1,761 New
KIA
1199
KCM Investment Advisors
California
$291K
WPC
1200
Wedmont Private Capital
Pennsylvania
$291K -$33.3K -201 -10%