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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 %
TPWA
126
TRUE Private Wealth Advisors
Oregon
$27.3M +$2.75M +16,659 +11%
CP
127
Coho Partners
Pennsylvania
$27M +$26.7M +161,374 +7,125%
BCI
128
Brinker Capital Investments
Pennsylvania
$26.7M +$14.4M +86,904 +118%
OPS
129
Orion Portfolio Solutions
Nebraska
$26.7M +$14.4M +86,904 +118%
HWM
130
HB Wealth Management
Georgia
$26.4M +$15.2M +91,942 +136%
KeyBank National Association
131
KeyBank National Association
Ohio
$25.7M -$54.4K -329 -0.2%
TPCW
132
TD Private Client Wealth
New York
$25.5M +$5.69M +34,432 +29%
Boston Partners
133
Boston Partners
Massachusetts
$24.4M +$14.2M +86,277 +140%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$24M +$15.1M +91,677 +168%
LL
135
LWMG LLC
Minnesota
$23.7M +$3.66M +22,177 +18%
ANTB
136
AMG National Trust Bank
Colorado
$23.7M -$42.3K -256 -0.2%
TWM
137
Tradition Wealth Management
Minnesota
$23.4M +$15.4K +65 +0.1%
CP
138
Covenant Partners
Tennessee
$22.6M +$607K +3,673 +3%
RWB
139
RMR Wealth Builders
New Jersey
$22.5M +$1.47M +8,913 +7%
DAS
140
Dynamic Advisor Solutions
Arizona
$22.3M +$904K +5,496 +4%
SC
141
Savant Capital
Illinois
$22.2M -$750K -4,538 -3%
WA
142
Waverly Advisors
Alabama
$22.2M +$72.5K +439 +0.3%
RVPG
143
Relative Value Partners Group
$22.1M -$1.58M -9,535 -7%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$22.1M +$12.3M +74,622 +127%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$21.9M +$454K +2,746 +2%
CI
146
CX Institutional
Indiana
$21.7M +$391K +2,368 +2%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$21.4M -$2.93M -17,660 -12%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$21.4M +$4.17M +25,234 +24%
CAL
149
Capital Advisors Ltd
Ohio
$21.3M +$332K +2,012 +2%
CAM
150
Crestone Asset Management
Colorado
$21.2M -$1.66M -10,019 -7%