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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 %
LCM
926
Lunt Capital Management
Utah
$582K
SP
927
Stonebrook Private
Michigan
$578K +$578K +3,496 New
WF
928
Warner Financial
Maryland
$574K +$5.95K +36 +1%
MSAM
929
Moloney Securities Asset Management
Missouri
$572K +$2.81K +17 +0.5%
WG
930
Watchman Group
Texas
$570K -$181K -1,094 -24%
AA
931
Auxano Advisors
Washington
$569K
OLA
932
Oliver Luxxe Assets
New Jersey
$567K -$11.7K -71 -2%
TCM
933
Towercrest Capital Management
Pennsylvania
$565K -$73.2K -443 -11%
FIA
934
Foundations Investment Advisors
Arizona
$564K +$101K +605 +22%
QPWM
935
Quadrant Private Wealth Management
Pennsylvania
$561K +$31.7K +192 +6%
PCMC
936
Private Capital Management (Colorado)
Colorado
$559K -$35.2K -213 -6%
RIA
937
Regal Investment Advisors
Michigan
$558K +$80K +484 +17%
HGERS
938
Householder Group Estate & Retirement Specialist
Arizona
$555K -$28.3K -171 -5%
PEA
939
Park Edge Advisors
Ohio
$555K +$165 +1 +0%
RIM
940
Rockbridge Investment Management
New York
$552K +$331 +2 +0.1%
LIM
941
Leavell Investment Management
Alabama
$551K +$65.8K +398 +14%
WW
942
Waterfront Wealth
Kansas
$551K
DC
943
Davenport & Co
Virginia
$550K +$25.4K +154 +5%
BFPW
944
BOK Financial Private Wealth
Colorado
$550K -$15.5K -94 -3%
IBOK
945
Independence Bank of Kentucky
Kentucky
$550K -$103K -624 -16%
BA
946
Bristlecone Advisors
Washington
$549K
WFAG
947
Wescott Financial Advisory Group
Pennsylvania
$546K +$2.64K +16 +0.5%
OA
948
Operose Advisors
Wisconsin
$546K +$51.7K +313 +10%
VAS
949
Vestmark Advisory Solutions
Massachusetts
$542K +$542K +3,277 New
BCM
950
Bayesian Capital Management
New York
$539K +$539K +3,262 New