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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 %
GC
1101
Gibson Capital
Pennsylvania
$355K -$10.4K -63 -3%
FNT
1102
First National Trust
Pennsylvania
$353K -$197K -1,191 -36%
ZF
1103
Zhang Financial
Michigan
$353K +$496 +3 +0.1%
MFA
1104
McClarren Financial Advisors
Pennsylvania
$353K +$4.3K +26 +1%
WAM
1105
Weatherly Asset Management
California
$352K
FNBT
1106
FineMark National Bank & Trust
Florida
$351K
FFA
1107
Farther Finance Advisors
California
$350K +$291K +1,761 +496%
PWS
1108
Private Wealth Strategies
Ohio
$349K +$2.31K +14 +0.7%
MWA
1109
Meridian Wealth Advisors
Texas
$349K
WTFG
1110
Wells Trecaso Financial Group
Ohio
$349K -$18.2K -110 -5%
OIM
1111
Oder Investment Management
California
$348K
SC
1112
Schoolcraft Capital
Colorado
$348K -$20.3K -123 -6%
PJWM
1113
Philip James Wealth Mangement
Georgia
$346K +$346K +2,096 New
FPCG
1114
Forum Private Client Group
Indiana
$346K +$346K +2,093 New
BBPWM
1115
Blue Bell Private Wealth Management
Pennsylvania
$346K +$17.4K +105 +5%
AAG
1116
Armstrong Advisory Group
Massachusetts
$345K +$169K +1,024 +96%
BAM
1117
Belpointe Asset Management
Nevada
$345K +$345K +2,088 New
ACA
1118
Aptus Capital Advisors
Alabama
$345K -$79.8K -483 -19%
SA
1119
Sicart Associates
New York
$344K
WH
1120
Willner & Heller
California
$344K +$344K +2,081 New
GWANC
1121
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K -$80.7K -489 -19%
CSIA
1122
Charles Schwab Investment Advisory
California
$342K +$342K +2,072 New
RWM
1123
Rockwood Wealth Management
Pennsylvania
$340K
DFG
1124
Delta Financial Group
New Jersey
$340K
AAM
1125
Austin Asset Management
Texas
$340K