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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 %
EWP
726
Elevation Wealth Partners
California
$1.07M +$1.07M +7,030 New
WIM
727
Warwick Investment Management
Texas
$1.07M
CIA
728
Choate Investment Advisors
Massachusetts
$1.06M
MWM
729
Mascoma Wealth Management
New Hampshire
$1.06M +$36.4K +220 +4%
E
730
ETFidea
New York
$1.06M -$17.4K -105 -2%
CM
731
Castleark Management
Illinois
$1.06M
N
732
Natixis
France
$1.06M -$2.81K -17 -0.3%
LGWM
733
Litman Gregory Wealth Management
California
$1.06M
PFG
734
Pacific Financial Group
Washington
$1.06M +$23.6K +143 +2%
OCM
735
Objective Capital Management
Ohio
$1.05M +$331 +2 +0%
BCA
736
Bay Colony Advisors
Massachusetts
$1.05M +$1.05M +6,366 New
V
737
VeraBank
Texas
$1.05M +$36.2K +219 +4%
MWM
738
Meridian Wealth Management
Kentucky
$1.05M -$585K -3,541 -36%
CT
739
Coastline Trust
Rhode Island
$1.04M -$420K -2,540 -29%
WI
740
Wintrust Investments
Illinois
$1.04M -$70.4K -426 -6%
GT
741
Greenleaf Trust
Michigan
$1.04M -$164K -991 -14%
FWM
742
Fairhaven Wealth Management
Illinois
$1.04M +$5.45K +33 +0.5%
TCOTS
743
Trust Company of the South
North Carolina
$1.03M +$1.03M +6,242 New
LSAG
744
Lake Street Advisors Group
New Hampshire
$1.03M +$1.03M +6,210 New
TP
745
Tranquility Partners
Tennessee
$1.02M -$158K -955 -13%
VF
746
Vawter Financial
Ohio
$1.01M -$25.3K -153 -2%
BWM
747
Baystate Wealth Management
Massachusetts
$1.01M +$4.63K +28 +0.5%
HPA
748
High Probability Advisors
New York
$1.01M -$11.7K -71 -1%
SB
749
Strategic Blueprint
Georgia
$999K -$26.8K -162 -3%
BFA
750
Brown Financial Advisory
Alabama
$997K -$17.2K -104 -2%