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iShares Russell 1000 Value ETF

1,544 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 215 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,544
Holders Change
+110
Holders Change %
+7.67%
% of All Funds
22.64%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
215
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 %
TWC
1451
TD Waterhouse Canada
Ontario, Canada
$42.7K -$13.3K -75 -24%
Federated Hermes
1452
Federated Hermes
Pennsylvania
$42.1K +$42.1K +255 New
VNA
1453
Valley National Advisers
Pennsylvania
$42K -$2.11K -13 -5%
JWM
1454
Janiczek Wealth Management
Colorado
$41.3K
JHCP
1455
Jackson Hole Capital Partners
Oklahoma
$40.8K
TCA
1456
Trifecta Capital Advisors
Illinois
$40K
GFPC
1457
Global Financial Private Client
Florida
$38.8K
JFG
1458
JDM Financial Group
Texas
$35K +$496 +3 +1%
AWM
1459
Aberdeen Wealth Management
Illinois
$33.1K
CG
1460
Cutler Group
California
$33K -$2.2M -13,325 -99%
PIP
1461
Peachtree Investment Partners
Florida
$32.2K +$165 +1 +0.5%
HWA
1462
HHM Wealth Advisors
Tennessee
$31.2K +$11.7K +71 +60%
RCM
1463
Richardson Capital Management
Wisconsin
$30.4K +$30.4K +184 New
AIM
1464
Access Investment Management
Georgia
$29.7K +$29.7K +180 New
CWM
1465
CarsonAllaria Wealth Management
Illinois
$29.3K +$13.4K +81 +84%
CFFP
1466
Center for Financial Planning
Michigan
$29.1K
Russell Investments Group
1467
Russell Investments Group
United Kingdom
$28.6K
SIM
1468
Studio Investment Management
Illinois
$28.4K
PWM
1469
Partnership Wealth Management
Maryland
$28K +$28K +170 New
CTA
1470
Colonial Trust Advisors
South Carolina
$27.9K
LFA
1471
Level Financial Advisors
New York
$27.1K
CFG
1472
CKW Financial Group
Hawaii
$27K -$26.2K -157 -49%
DAM
1473
Delta Asset Management
Tennessee
$26.4K -$30.6K -185 -54%
RG
1474
Retirement Group
California
$26.4K
FAM
1475
Family Asset Management
South Carolina
$25K -$88.7K -537 -78%