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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 %
RT
1151
Rockland Trust
Massachusetts
$321K
BSWA
1152
Bromfield Sneider Wealth Advisors
Massachusetts
$320K +$320K +1,939 New
TCA
1153
Transcend Capital Advisors
New Jersey
$318K -$14K -85 -4%
MP
1154
McDonald Partners
Ohio
$318K +$24.8K +150 +8%
Kovitz Investment Group Partners
1155
Kovitz Investment Group Partners
Illinois
$318K -$4.63K -28 -1%
CCM
1156
Carlson Capital Management
Minnesota
$318K -$28.1K -170 -8%
FNBOO
1157
First National Bank of Omaha
Nebraska
$318K +$318K +1,925 New
BFEC
1158
Benjamin F. Edwards & Company
Missouri
$317K -$17K -103 -5%
GSC
1159
Grey Street Capital
Illinois
$316K
CAM
1160
Cozad Asset Management
Illinois
$316K
AWA
1161
Arbor Wealth Advisors
Michigan
$316K +$316K +1,910 New
DFG
1162
Demars Financial Group
Washington
$315K -$5.8M -35,117 -95%
BHA
1163
Beech Hill Advisors
New York
$315K +$82.6K +500 +36%
IWM
1164
Integris Wealth Management
California
$314K
CA
1165
Claro Advisors
Massachusetts
$313K +$52.7K +319 +20%
Walleye Trading
1166
Walleye Trading
New York
$312K +$49.6K +300 +19%
GCM
1167
Gallacher Capital Management
Colorado
$311K -$17.3K -105 -5%
TLFA
1168
True Link Financial Advisors
California
$310K +$2.15K +13 +0.7%
SWP
1169
ShoreHaven Wealth Partners
New Jersey
$309K -$2.98K -18 -1%
NCM
1170
Noesis Capital Mangement
Florida
$309K -$30.4K -184 -9%
IIM
1171
Ironwood Investment Management
Massachusetts
$309K
SIC
1172
Salem Investment Counselors
North Carolina
$307K -$1.65K -10 -0.5%
LG
1173
LaFleur & Godfrey
Michigan
$306K
MW
1174
MBL Wealth
North Carolina
$305K
CBFP
1175
Cedar Brook Financial Partners
Ohio
$305K +$3.12K +19 +1%