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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 %
SIA
951
Schechter Investment Advisors
Michigan
$536K -$285K -1,727 -35%
EP
952
Edgestream Partners
New Jersey
$533K -$125K -757 -19%
ECM
953
Evergreen Capital Management
Washington
$533K
AF
954
Apollon Financial
South Carolina
$530K +$530K +3,209 New
GGS
955
Galvin Gaustad & Stein
Arizona
$530K +$4.79K +29 +0.9%
CCT
956
Capital City Trust
Florida
$529K
ESB
957
Essex Savings Bank
Connecticut
$528K +$47.3K +286 +10%
CSWM
958
Cassady Schiller Wealth Management
Ohio
$526K +$14K +85 +3%
FC
959
Forte Capital
New York
$523K -$16.5K -100 -3%
TA
960
TrueWealth Advisors
Alabama
$521K +$826 +5 +0.2%
CT
961
Cambridge Trust
Massachusetts
$520K -$1.16K -7 -0.2%
Fisher Asset Management
962
Fisher Asset Management
Washington
$519K -$53.9K -326 -9%
VCM
963
Virtue Capital Management
Tennessee
$518K -$866K -5,270 -63%
EIP
964
Ellis Investment Partners
Pennsylvania
$517K -$20.7K -125 -4%
WA
965
Wealth Alliance
New York
$515K +$515K +3,116 New
ATC
966
Adirondack Trust Company
New York
$513K -$19.2K -112 -4%
MCM
967
Mitchell Capital Management
Kansas
$509K -$156K -944 -23%
CFS
968
Cannon Financial Strategists
Georgia
$509K +$509K +3,079 New
TC
969
TownSquare Capital
Utah
$509K -$161K -975 -24%
CCA
970
Childress Capital Advisors
Texas
$507K +$507K +3,070 New
Members Trust
971
Members Trust
Florida
$507K -$203K -1,227 -29%
SFG
972
Sovereign Financial Group
Connecticut
$504K -$42.6K -258 -8%
Empower Advisory Group
973
Empower Advisory Group
Colorado
$504K -$11.9K -72 -2%
OCBCO
974
Oversea-Chinese Banking Corp (OCBC)
Singapore
$501K
CIP
975
Capital Insight Partners
Arizona
$501K