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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 %
MBT
226
Montecito Bank & Trust
California
$10.4M -$35.5K -215 -0.3%
RIS
227
Retirement Income Solutions
Michigan
$10.4M -$637K -3,856 -6%
PA
228
Prism Advisors
California
$10.3M
BCG
229
Breakwater Capital Group
New Jersey
$10.3M +$600K +3,652 +6%
NIG
230
NFJ Investment Group
Texas
$10.1M +$6.83M +41,348 +207%
RhumbLine Advisers
231
RhumbLine Advisers
Massachusetts
$10.1M -$6.55M -39,630 -39%
FWM
232
FMA Wealth Management
Massachusetts
$10.1M +$10.1M +61,015 New
IP
233
Investment Partners
Ohio
$9.92M -$723K -4,376 -7%
WB
234
West Bancorporation
Iowa
$9.84M -$101K -609 -1%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$9.7M +$1.84M +11,105 +23%
BF
236
BOK Financial
Oklahoma
$9.61M +$1.02M +6,187 +12%
ClearBridge Investments
237
ClearBridge Investments
New York
$9.47M +$8.97M +54,277 +1,793%
VFA
238
Valeo Financial Advisors
Indiana
$9.4M +$16.5K +100 +0.2%
Lido Advisors
239
Lido Advisors
California
$9.39M +$557K +3,368 +6%
NOI
240
Newton One Investments
Delaware
$9.24M -$82.6K -500 -0.9%
LCM
241
Logan Capital Management
Pennsylvania
$9.17M +$7.99M +48,347 +675%
NA
242
Nottingham Advisors
New York
$9.16M -$29.8K -220 -0.3%
Kayne Anderson Rudnick Investment Management
243
Kayne Anderson Rudnick Investment Management
California
$9.14M -$3.63M -21,954 -28%
CIM
244
Confluence Investment Management
Missouri
$9.11M +$9.11M +55,119 New
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
$9.04M +$9.04M +54,732 New
SCG
246
Sonata Capital Group
Washington
$9.02M +$74.5K +451 +0.8%
FTUS
247
Flow Traders U.S.
New York
$8.91M -$2.83M -17,106 -24%
JIC
248
Johnson Investment Counsel
Ohio
$8.86M +$508K +3,074 +6%
AI
249
Atria Investments
North Carolina
$8.77M +$4.48M +27,108 +104%
CPIG
250
Chicago Partners Investment Group
Illinois
$8.71M +$6.4K +39 +0.1%