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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 %
CAG
976
Crestwood Advisors Group
Massachusetts
$498K +$76.5K +463 +18%
SA
977
Skyline Advisors
Washington
$496K +$496K +3,001 New
BCM
978
Buckhead Capital Management
Georgia
$496K
OHWP
979
Oak Harbor Wealth Partners
North Carolina
$495K -$44.6K -270 -8%
MLM
980
Mount Lucas Management
Pennsylvania
$495K -$1.85M -11,198 -79%
FSA
981
Fort Sheridan Advisors
Illinois
$494K +$3.8K +23 +0.8%
SCM
982
Schnieders Capital Management
California
$490K
CNC
983
Citizens & Northern Corp
Pennsylvania
$490K
WAG
984
Winthrop Advisory Group
Massachusetts
$490K -$2.32M -11,552 -83%
HWP
985
Highline Wealth Partners
California
$489K -$5.55M -33,593 -92%
NP
986
Nilsine Partners
Colorado
$488K +$488K +2,956 New
OPW
987
Oxler Private Wealth
New York
$488K +$4.46K +27 +0.9%
MCC
988
Money Concepts Capital
Florida
$487K +$487K +2,950 New
PP
989
PrairieView Partners
Minnesota
$487K -$9.92K -60 -2%
WCFA
990
Walkner Condon Financial Advisors
Wisconsin
$484K +$4.79K +29 +1%
EWA
991
Exencial Wealth Advisors
Oklahoma
$484K +$81.5K +493 +20%
IAS
992
Insigneo Advisory Services
Florida
$483K -$61.5K -372 -11%
E3F
993
Eight 31 Financial
Texas
$482K +$482K +2,919 New
EIA
994
Edgemoor Investment Advisors
Maryland
$480K
TGAM
995
TBH Global Asset Management
Tennessee
$480K -$6.61K -40 -1%
GC
996
GFG Capital
Florida
$479K +$479K +2,901 New
CPIA
997
Cornell Pochily Investment Advisors
New York
$476K
DWM
998
Dechtman Wealth Management
Colorado
$474K +$5.61K +34 +1%
SHGA
999
Sand Hill Global Advisors
California
$473K -$56.4K -341 -11%
TWA
1000
Talisman Wealth Advisors
New Jersey
$471K -$56.8K -344 -11%