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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 %
CTC
801
Central Trust Company
Missouri
$829K -$20.7K -125 -2%
IAG
802
Investment Advisory Group
Massachusetts
$826K +$43.6K +264 +6%
IAG
803
Investmark Advisory Group
Connecticut
$826K +$992 +6 +0.1%
AUB
804
Atlantic Union Bankshares
Virginia
$823K
HC
805
Hoese & Co
Minnesota
$823K
BFA
806
Beaumont Financial Advisors
Massachusetts
$819K +$34.2K +207 +4%
B
807
Bailard
California
$815K +$75.7K +458 +10%
IA
808
IFP Advisors
Florida
$810K -$123K -743 -13%
CW
809
CreativeOne Wealth
Kansas
$805K -$150K -911 -16%
MIM
810
Miller Investment Management
Pennsylvania
$804K -$826K -5,000 -51%
BWA
811
BlueChip Wealth Advisors
Georgia
$798K +$798K +4,828 New
RWM
812
Ritholtz Wealth Management
New York
$798K +$534K +3,230 +202%
DIA
813
Dana Investment Advisors
Wisconsin
$797K +$72.9K +441 +10%
EA
814
Evergreen Advisors
Tennessee
$796K
AIS
815
American Investment Services
Massachusetts
$795K
AAS
816
Annex Advisory Services
Wisconsin
$789K -$40.2K -243 -5%
HI
817
Harbour Investments
Wisconsin
$788K +$330 +2 +0%
LAM
818
Lakewood Asset Management
Illinois
$788K -$496K -3,000 -39%
Vontobel Holding
819
Vontobel Holding
Switzerland
$787K
MGIA
820
Matthew Goff Investment Advisor
Texas
$787K
AAP
821
Arax Advisory Partners
Colorado
$782K -$225K -1,362 -22%
CAAS
822
Capital Asset Advisory Services
Michigan
$780K -$31.2K -189 -4%
WCWM
823
Willow Creek Wealth Management
California
$778K
LT
824
Legacy Trust
Michigan
$776K
CA
825
Continuum Advisory
Idaho
$775K +$395K +2,393 +104%