IWD icon

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 %
DAC
1501
Dividend Assets Capital
South Carolina
$12K
EA
1502
Evolution Advisers
Virginia
$12K
SIC
1503
SJS Investment Consulting
Ohio
$11.7K
CCA
1504
Criterion Capital Advisors
Tennessee
$11.7K +$11.7K +71 New
RMC
1505
Resources Management Corp
Connecticut
$11K
DFA
1506
DHJJ Financial Advisors
Illinois
$10.7K
DCM
1507
Davis Capital Management
Florida
$10.7K +$10.7K +65 New
VWWMG
1508
Vermillion & White Wealth Management Group
Pennsylvania
$10.7K +$10.7K +65 New
PPWM
1509
PFG Private Wealth Management
Florida
$10.6K -$43.6K -264 -80%
PCM
1510
Perritt Capital Management
Illinois
$10.5K
HR
1511
Howe & Rusling
New York
$9.59K -$3.64K -22 -28%
IF
1512
Integrity Financial
Wyoming
$9.59K
MIM
1513
Macroview Investment Management
Maryland
$9.36K +$164 +1 +2%
TCPG
1514
Trivant Custom Portfolio Group
California
$9.09K
OAJ
1515
Ogorek Anthony Joseph
New York
$9K -$29.1K -194 -76%
YAL
1516
Your Advocates Ltd
Texas
$8.43K
RCM
1517
Rain Capital Management
Oregon
$8.19K +$164 +1 +2%
HCP
1518
Hexagon Capital Partners
Arkansas
$8.1K
IFAM
1519
Institutional & Family Asset Management
Colorado
$8.1K -$8.1K -49 -50%
LIWM
1520
Long Island Wealth Management
New York
$8K +$8K +49 New
MCM
1521
MidAtlantic Capital Management
Virginia
$7.93K +$7.93K +48 New
LF
1522
Lee Financial
Texas
$7.27K
TVWM
1523
Tower View Wealth Management
Wisconsin
$7K +$167 +1 +2%
NRG
1524
Nemes Rush Group
Michigan
$6.45K -$1.98K -12 -24%
CHA
1525
Carmichael Hill & Associates
Maryland
$5.95K