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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 %
ACM
776
Advisors Capital Management
New Jersey
$914K +$36.7K +222 +4%
SCTC
777
Sanibel Captiva Trust Company
Florida
$911K +$911K +5,515 New
P
778
Pitcairn
Pennsylvania
$907K +$907K +5,486 New
CBA
779
Coastal Bridge Advisors
Connecticut
$899K -$190K -1,150 -17%
PCMC
780
Paragon Capital Management (Colorado)
Colorado
$887K -$207K -1,251 -19%
WB
781
WesBanco Bank
West Virginia
$886K -$68.4K -414 -7%
LBC
782
Lowe Brockenbrough & Co
Virginia
$886K
SCA
783
STALEY CAPITAL ADVISERS
Pennsylvania
$885K
MA
784
MONECO Advisors
Connecticut
$884K -$17.8K -108 -2%
FI
785
Financial Insights
Washington
$879K -$2.64K -16 -0.3%
VC
786
Veracity Capital
Georgia
$878K +$519K +3,140 +144%
PGWM
787
Parisi Gray Wealth Management
New Jersey
$873K +$42.5K +257 +5%
SC
788
SouthState Corp
Florida
$868K -$18.2K -110 -2%
CAM
789
Campion Asset Management
Virginia
$867K +$9.92K +60 +1%
RPWA
790
Regent Peak Wealth Advisors
Georgia
$864K -$9.25K -56 -1%
BFS
791
Bradley Foster & Sargent
Connecticut
$850K -$107K -647 -11%
KMWM
792
Keudell/Morrison Wealth Management
Oregon
$850K +$850K +5,144 New
BIA
793
BHK Investment Advisors
Alabama
$848K -$26.6K -161 -3%
WF
794
Welch & Forbes
Massachusetts
$845K -$20.2K -122 -2%
CHC
795
City Holding Co
West Virginia
$836K +$259K +1,570 +45%
IWP
796
Invenio Wealth Partners
Florida
$836K -$280K -1,695 -25%
GSWM
797
Greenup Street Wealth Management
Michigan
$835K +$835K +5,050 New
SCI
798
S&CO Inc
Massachusetts
$834K
SHJ
799
Sharkey, Howes & Javer
Colorado
$834K
RW
800
Regimen Wealth
Georgia
$833K +$8.26K +50 +1%