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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 %
MFC
526
Morris Financial Concepts
South Carolina
$2.12M -$54K -327 -2%
PGFC
527
Peapack-Gladstone Financial Corp
New Jersey
$2.12M -$159K -963 -7%
NAM
528
NTV Asset Management
West Virginia
$2.11M +$165 +1 +0%
AIP
529
Almanack Investment Partners
Pennsylvania
$2.1M -$151K -915 -7%
IFPG
530
Intrepid Financial Planning Group
Indiana
$2.09M -$55K -333 -3%
BWM
531
BigSur Wealth Management
Florida
$2.08M -$1.24M -7,500 -37%
GJWM
532
Gilliland Jeter Wealth Management
Arkansas
$2.07M +$2.07M +12,544 New
GBT
533
Grove Bank & Trust
Florida
$2.06M -$407K -2,461 -16%
FAB
534
First American Bank
Illinois
$2.05M +$2.05M +12,420 New
ZB
535
Zions Bancorporation
Utah
$2.05M +$124K +750 +6%
OPCM
536
Osborne Partners Capital Management
California
$2.05M +$82.6K +500 +4%
AB
537
Atlas Brown
Kentucky
$2.03M +$11.4K +69 +0.6%
WDG
538
Wealth Dimensions Group
Ohio
$2.02M +$131K +795 +7%
NFC
539
Northeast Financial Consultants
Connecticut
$1.99M
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$1.98M -$41.5K -251 -2%
NRC
541
New Republic Capital
North Carolina
$1.98M -$69.7K -422 -3%
PFM
542
Phillips Financial Management
Indiana
$1.97M
MAM
543
MMA Asset Management
Pennsylvania
$1.96M
AFG
544
ABLE Financial Group
Arizona
$1.94M +$574K +3,475 +42%
BAM
545
Berkshire Asset Management
Pennsylvania
$1.94M -$122K -738 -6%
CAC
546
Certified Advisory Corp
Florida
$1.93M +$1.93M +11,709 New
T. Rowe Price Associates
547
T. Rowe Price Associates
Maryland
$1.91M -$263K -1,590 -12%
LFAS
548
Level Four Advisory Services
Texas
$1.89M +$585K +3,539 +45%
FPAS
549
Focus Partners Advisor Solutions
Missouri
$1.89M -$177K -1,074 -9%
CWA
550
CJM Wealth Advisers
Virginia
$1.89M +$40.3K +244 +2%