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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 %
AMBIA
1201
Allen Mooney & Barnes Investment Advisors
Georgia
$289K
FW
1202
Fairway Wealth
Ohio
$288K +$288K +1,745 New
WA
1203
Wealth Architects
California
$287K +$991 +6 +0.3%
TW
1204
Transform Wealth
Colorado
$287K
FRA
1205
Frank Rimerman Advisors
California
$286K
JSL
1206
JT Stratford LLC
Georgia
$285K +$285K +1,726 New
FIC
1207
FCG Investment Company
Tennessee
$285K +$285K +1,725 New
MFG
1208
Monumental Financial Group
Maryland
$285K +$285K +1,723 New
AF
1209
Advisornet Financial
Minnesota
$284K +$46.3K +280 +19%
SAM
1210
Secure Asset Management
Michigan
$283K -$23K -139 -8%
RG
1211
Rathbones Group
United Kingdom
$283K -$16.5K -100 -6%
OP
1212
ORG Partners
Indiana
$282K +$166K +1,006 +144%
MC
1213
Moors & Cabot
Massachusetts
$281K +$27.1K +164 +11%
BWM
1214
BCGM Wealth Management
Indiana
$278K +$278K +1,683 New
JFA
1215
JNBA Financial Advisors
Minnesota
$278K -$16.9K -102 -6%
BWM
1216
BKM Wealth Management
Wisconsin
$278K +$278K +1,680 New
SWM
1217
Stockman Wealth Management
Montana
$277K
EL
1218
EWA LLC
Pennsylvania
$276K +$2K +12 +0.7%
AWAP
1219
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$276K
CST
1220
Charles Schwab Trust
Nevada
$274K
APC
1221
Aspire Private Capital
North Carolina
$274K
BSA
1222
Braun Stacey Associates
New York
$273K +$18.3K +111 +7%
SCP
1223
Stevens Capital Partners
Nebraska
$273K +$39.7K +240 +17%
DA
1224
Doliver Advisors
Texas
$273K
SEEDPG
1225
S.E.E.D. Planning Group
New York
$272K