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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 %
IA
651
IFG Advisory
Georgia
$1.32M +$446K +2,697 +51%
SVWAG
652
Sound View Wealth Advisors Group
Georgia
$1.32M +$2.31K +14 +0.2%
TWA
653
TCI Wealth Advisors
Arizona
$1.32M -$83.9K -508 -6%
SMA
654
Seven Mile Advisory
New Jersey
$1.31M -$41.6K -252 -3%
PFP
655
Paragon Financial Partners
California
$1.31M +$5.29K +32 +0.4%
KCM
656
Kornitzer Capital Management
Kansas
$1.3M
LGG
657
Luts & Greenleigh Group
Maryland
$1.3M -$46.3K -280 -3%
BC
658
Barrett & Company
Rhode Island
$1.3M -$153K -925 -11%
NJIM
659
Nabity-Jensen Investment Management
Nebraska
$1.29M +$1.29M +7,818 New
CCM
660
Cambridge Capital Management
Illinois
$1.29M +$1.29M +7,782 New
TWM
661
Thrive Wealth Management
Pennsylvania
$1.28M +$350K +2,120 +38%
HH
662
Hilltop Holdings
Texas
$1.28M -$15.9K -96 -1%
KFI
663
Key Financial Inc
Pennsylvania
$1.27M
AWA
664
Arkadios Wealth Advisors
Georgia
$1.27M +$30.7K +186 +2%
TCBWMS
665
Texas Capital Bank Wealth Management Services
Texas
$1.26M -$1.14M -6,908 -48%
ITIM
666
Indiana Trust & Investment Management
Indiana
$1.26M
RFG
667
RFP Financial Group
Georgia
$1.26M
IAIM
668
International Assets Investment Management
Florida
$1.26M -$60.5K -366 -5%
VCP
669
Vista Capital Partners
Oregon
$1.26M
WCP
670
Wick Capital Partners
Pennsylvania
$1.25M -$10.2K -62 -0.8%
B
671
Bensler
Washington
$1.25M +$53.9K +326 +5%
CCT
672
Chemung Canal Trust
New York
$1.25M +$98.5K +596 +9%
ML
673
Mayport LLC
Massachusetts
$1.24M
First Manhattan
674
First Manhattan
New York
$1.24M -$10.6K -64 -0.8%
WP
675
WealthShield Partners
North Carolina
$1.23M -$916K -5,542 -43%