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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 %
NC
1251
NovaPoint Capital
Georgia
$254K -$110K -666 -30%
GAG
1252
GM Advisory Group
New York
$254K +$1.16K +7 +0.5%
PCM
1253
Poehling Capital Management
Wisconsin
$253K
RCM
1254
RMR Capital Management
California
$253K +$253K +1,528 New
IF
1255
Intrua Financial
Texas
$252K -$4.3K -26 -2%
OFA
1256
Oak Family Advisors
Illinois
$250K -$16.5K -100 -6%
PWP
1257
Private Wealth Partners
California
$249K
PWM
1258
Power Wealth Management
Georgia
$249K +$249K +1,505 New
LWMT
1259
Legacy Wealth Management (Tennessee)
Tennessee
$249K
SW
1260
SteelPeak Wealth
California
$248K
VT
1261
Vise Technologies
New York
$247K -$165 -1 -0.1%
BEAM
1262
Baker Ellis Asset Management
Washington
$246K
ME
1263
McIlrath & Eck
Washington
$245K -$5.45K -33 -2%
RWP
1264
Ridgecrest Wealth Partners
California
$245K
NAMM
1265
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K +$245K +1,480 New
TF
1266
Trek Financial
Arizona
$244K
GWMR
1267
GC Wealth Management RIA
Massachusetts
$244K +$244K +1,477 New
GIP
1268
Greatmark Investment Partners
Georgia
$244K +$244K +1,477 New
PTP
1269
Platform Technology Partners
New York
$244K +$244K +1,451 New
JGIA
1270
Jackson Grant Investment Advisers
Connecticut
$243K +$331 +2 +0.1%
EPM
1271
Elm Partners Management
Pennsylvania
$243K -$73.4K -444 -23%
VDI
1272
Vaughan David Investments
Illinois
$242K +$242K +1,467 New
NAM
1273
NorthCrest Asset Manangement
Minnesota
$242K -$3.31K -20 -1%
GWM
1274
Greenhouse Wealth Management
Connecticut
$242K +$1.82K +11 +0.8%
MDCM
1275
Morgan Dempsey Capital Management
Wisconsin
$241K +$43.5K +263 +22%