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 %
CBT
1426
CoreFirst Bank & Trust
Kansas
$61.3K
SA
1427
SRH Advisors
Kansas
$61.1K
PWMG
1428
Prestige Wealth Management Group
New Jersey
$59.7K
WFA
1429
West Financial Advisors
Iowa
$58K -$6.61K -40 -10%
SN
1430
Sittner & Nelson
Oregon
$57.2K
FFA
1431
Frazier Financial Advisors
Ohio
$55.5K +$55.5K +336 New
SAM
1432
Smartleaf Asset Management
Massachusetts
$55.5K +$55.5K +335 New
CPG
1433
Cornerstone Planning Group
New Jersey
$55.2K
HCA
1434
Heck Capital Advisors
Wisconsin
$53.7K +$53.7K +325 New
CJ
1435
Caitlin John
Michigan
$53.3K +$53.3K +323 New
MM
1436
Main Management
California
$53K
MFG
1437
Mendota Financial Group
Wisconsin
$52.4K +$52.4K +317 New
CB
1438
CNB Bank
Pennsylvania
$50.4K -$38K -230 -43%
APW
1439
Atlantic Private Wealth
North Carolina
$49.7K
CPA
1440
Clear Point Advisors
New York
$49.6K +$49.6K +300 New
SIS
1441
Sound Income Strategies
Florida
$48K +$46.6K +282 +3,525%
PSB
1442
Piscataqua Savings Bank
New Hampshire
$47.9K
HWM
1443
Horizons Wealth Management
North Carolina
$47.8K
DI
1444
DAGCO Inc
Ohio
$47.3K +$47.3K +286 New
DWS
1445
Dynamic Wealth Strategies
California
$47.3K +$47.3K +286 New
BL
1446
BFSG LLC
California
$47.3K +$47.3K +286 New
OSNBOA
1447
Old Second National Bank of Aurora
Illinois
$46.9K
CCM
1448
Chilton Capital Management
Texas
$46.9K +$7.27K +44 +18%
MLA
1449
MB, Levis & Associates
Pennsylvania
$45.3K
NSIM
1450
North Star Investment Management
Illinois
$44.3K