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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 %
CAL
1076
Capital Analysts LLC
Pennsylvania
$368K -$15.7K -95 -4%
HCM
1077
Hollencrest Capital Management
California
$367K
KA
1078
Klingman & Associates
New York
$367K
ANBT
1079
American National Bank & Trust
Texas
$366K +$137K +832 +60%
KWM
1080
Keebeck Wealth Management
Illinois
$366K -$42.8K -259 -10%
CF
1081
Clarity Financial
Texas
$365K
PWA
1082
Phoenix Wealth Advisors
North Carolina
$365K
AWM
1083
Avior Wealth Management
Nebraska
$364K +$71.7K +434 +25%
GKIM
1084
GW&K Investment Management
Massachusetts
$364K
NRI
1085
NFP Retirement Inc
California
$363K +$40K +242 +12%
GTAM
1086
Global Trust Asset Management
Florida
$363K -$64.8K -392 -15%
WTA
1087
Washington Trust Advisors
Massachusetts
$362K -$1.82K -11 -0.5%
BCWM
1088
Bartlett & Co Wealth Management
Ohio
$362K +$22.9K +138 +7%
HBW
1089
Hazlett, Burt & Watson
West Virginia
$362K -$40.3K -243 -10%
BC
1090
Bartlett & Co
Ohio
$362K +$22.9K +138 +7%
SWM
1091
SeaCrest Wealth Management
New York
$362K -$67.8K -412 -16%
RWM
1092
RKL Wealth Management
Pennsylvania
$361K +$361K +2,186 New
IFWM
1093
Institute for Wealth Management
Colorado
$361K -$10.7K -65 -3%
PPW
1094
Pasadena Private Wealth
California
$360K
SSWM
1095
Smith Salley Wealth Management
North Carolina
$360K +$330 +2 +0.1%
CFP
1096
Curran Financial Partners
South Carolina
$359K +$359K +2,186 New
AHB
1097
Abner Herrman & Brock
New Jersey
$357K
DFC
1098
DB Fitzpatrick & Co
Idaho
$356K +$5.78K +35 +2%
FMTC
1099
Farmers & Merchants Trust Company
California
$355K +$4.13K +25 +1%
CCG
1100
Coastwise Capital Group
California
$355K +$330 +2 +0.1%