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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 %
SAG
1026
Spotlight Asset Group
Illinois
$430K
BI
1027
Berkeley Inc
Idaho
$427K +$165 +1 +0%
BBNA
1028
Bremer Bank National Association
Minnesota
$426K
FRA
1029
Front Row Advisors
California
$425K -$274K -1,661 -39%
IA
1030
Insight Advisors
Pennsylvania
$421K -$21.2K -128 -5%
PCM
1031
Parsons Capital Management
Rhode Island
$420K +$19K +115 +5%
FHA
1032
Flagship Harbor Advisors
Massachusetts
$418K +$496 +3 +0.1%
DDPIC
1033
Deroy & Devereaux Private Investment Counsel
Michigan
$417K -$12.4K -75 -3%
HFM
1034
Harvest Fund Management
China
$417K +$410K +2,478 +5,632%
WCM
1035
WealthBridge Capital Management
Ohio
$414K +$48.1K +291 +13%
DJSG
1036
D.J. St. Germain
Massachusetts
$411K
ST
1037
Spinnaker Trust
Maine
$410K
BLC
1038
Brown, Lisle/Cummings
Rhode Island
$409K
OWM
1039
Orgel Wealth Management
Wisconsin
$409K +$19.2K +116 +5%
HFS
1040
Heritage Financial Services
Massachusetts
$409K
YIA
1041
YHB Investment Advisors
Connecticut
$408K
FC
1042
Fusion Capital
South Carolina
$408K -$28.6K -173 -7%
FTC
1043
Farmers Trust Company
Ohio
$407K
HWA
1044
Heartwood Wealth Advisors
Virginia
$407K
MFS
1045
McNamara Financial Services
Massachusetts
$406K
UWM
1046
USAdvisors Wealth Management
Minnesota
$401K -$37K -224 -8%
PCMC
1047
Planning Capital Management Corporation
Pennsylvania
$399K +$399K +2,417 New
FFP
1048
FourThought Financial Partners
Florida
$396K +$9.42K +57 +2%
ETIA
1049
Epic Trust Investment Advisors
Washington
$396K -$210K -1,272 -35%
JC
1050
Jentner Corp
Ohio
$394K