IWD icon

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 %
Wolverine Trading
1326
Wolverine Trading
Illinois
$217K +$217K +1,315 New
LIG
1327
Lokken Investment Group
Delaware
$217K +$217K +1,314 New
MPCG
1328
Matrix Private Capital Group
New York
$217K +$496 +3 +0.2%
DI
1329
DFPG Investments
Utah
$216K +$216K +1,315 New
AIP
1330
ARS Investment Partners
New York
$214K +$214K +1,298 New
HNWA
1331
Henrickson Nauta Wealth Advisors
Michigan
$214K +$214K +1,297 New
TCB
1332
Texas Capital Bancshares
Texas
$214K +$214K +1,292 New
RWG
1333
Ratio Wealth Group
Colorado
$213K +$213K +1,289 New
HWM
1334
Howard Wealth Management
Connecticut
$212K +$212K +1,285 New
SAM
1335
S.A. Mason
Michigan
$211K
FBB
1336
Fulton Breakefield Broenniman
Maryland
$211K +$211K +1,277 New
AG
1337
Ascent Group
Virginia
$209K +$209K +1,246 New
OPA
1338
Old Port Advisors
Maine
$209K +$209K +1,266 New
OCM
1339
Orion Capital Management
California
$208K
TW
1340
TrinityPoint Wealth
Connecticut
$207K -$21.6K -131 -9%
AA
1341
Addison Advisors
Vermont
$207K
SCM
1342
Steele Capital Management
Iowa
$206K +$206K +1,247 New
EA
1343
Eudaimonia Advisors
Tennessee
$205K +$205K +1,240 New
RPSA
1344
Richard P. Slaughter Associates
Texas
$204K +$204K +1,237 New
LWM
1345
LongView Wealth Management
Georgia
$204K +$204K +1,239 New
AP
1346
Atwood & Palmer
Missouri
$204K
NFA
1347
Northern Financial Advisors
Michigan
$204K -$49.6K -300 -20%
IA
1348
IFG Advisors
Missouri
$203K +$203K +1,228 New
RW
1349
REDW Wealth
New Mexico
$202K +$202K +1,223 New
BW
1350
BIP Wealth
Georgia
$202K +$202K +1,223 New