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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 %
CIA
701
Concurrent Investment Advisors
Florida
$1.16M +$1.16M +7,004 New
FGAM
702
Financial Gravity Asset Management
Texas
$1.16M +$101K +526 +10%
FMII
703
Farmers & Merchants Investments Inc
Nebraska
$1.15M
ADL
704
Asset Dedication LLC
California
$1.14M -$167K -1,013 -13%
TCWA
705
Turtle Creek Wealth Advisors
Texas
$1.14M +$1.14M +6,908 New
TFO
706
Tarbox Family Office
California
$1.14M +$1.65K +10 +0.1%
PI
707
PFG Investments
New York
$1.12M +$7.27K +44 +0.7%
NIM
708
Northeast Investment Management
Massachusetts
$1.12M
SXL
709
Summit X LLC
Missouri
$1.11M -$219K -1,333 -17%
Invesco
710
Invesco
Georgia
$1.11M +$1.11M +6,712 New
CAMG
711
CWA Asset Management Group
Florida
$1.11M
ICG
712
InterOcean Capital Group
Tennessee
$1.11M +$110K +667 +11%
FTS
713
Fifth Third Securities
Ohio
$1.1M +$9.75K +59 +0.9%
TNB
714
Thomasville National Bank
Georgia
$1.1M -$25.4K -154 -2%
SCP
715
Seizert Capital Partners
Michigan
$1.1M +$1.1M +6,633 New
EFG
716
Embree Financial Group
Illinois
$1.1M +$1.1M +6,630 New
QCM
717
Quantinno Capital Management
New York
$1.1M +$1.1M +6,628 New
PMFA
718
Plante Moran Financial Advisors
Michigan
$1.09M +$257K +1,558 +31%
NG
719
Northstar Group
New York
$1.08M -$8.59K -52 -0.8%
HCM
720
Hamlin Capital Management
New York
$1.08M +$1.08M +6,512 New
CFO
721
CVA Family Office
Colorado
$1.08M
SCI
722
Stableford Capital II
Arizona
$1.07M -$14.3K -87 -1%
CWM
723
Cornerstone Wealth Management
Missouri
$1.07M +$3.8K +23 +0.4%
AWM
724
Accurate Wealth Management
Florida
$1.07M +$373K +2,270 +53%
EWA
725
Elevate Wealth Advisory
Georgia
$1.07M +$1.07M +6,468 New