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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 %
CKAIS
1226
Christensen King & Associates Investment Services
Washington
$270K +$270K +1,635 New
TWP
1227
Total Wealth Planning
Ohio
$270K +$270K +1,635 New
FWIA
1228
Fort Washington Investment Advisors
Ohio
$270K
MWM
1229
Merriman Wealth Management
Washington
$269K +$2.97K +18 +1%
KWMG
1230
King Wealth Management Group
Florida
$269K -$12.4K -75 -4%
PWP
1231
Principle Wealth Partners
Connecticut
$268K -$8.26K -50 -3%
ST
1232
Sabal Trust
Florida
$267K -$1.65K -10 -0.6%
LNB
1233
Ledyard National Bank
$267K
TC
1234
Trust Company
Kansas
$266K +$22.3K +135 +9%
WT
1235
Washington Trust
Rhode Island
$266K
BCMLT
1236
Beacon Capital Management LLC (Tennessee)
Tennessee
$266K +$455 +3 +0.2%
WPW
1237
Watershed Private Wealth
Illinois
$263K +$263K +1,594 New
MRCM
1238
M&R Capital Management
New Jersey
$263K +$1.49K +9 +0.6%
GCP
1239
GSA Capital Partners
United Kingdom
$262K +$39K +236 +18%
SS
1240
Sunbelt Securities
Texas
$261K -$5.45K -33 -2%
FNB
1241
Farmers National Bank
Kentucky
$261K -$8.76K -53 -3%
BHWM
1242
Beaird Harris Wealth Management
Texas
$260K -$11.2K -68 -4%
RRWA
1243
Rainey & Randall Wealth Advisors
Florida
$260K +$826 +5 +0.3%
HC
1244
Hourglass Capital
Texas
$258K +$15K +91 +6%
GD
1245
Grandfield & Dodd
New York
$257K
PP
1246
PDS Planning
Ohio
$256K +$1.16K +7 +0.5%
EWM
1247
Executive Wealth Management
Michigan
$255K +$1.16K +7 +0.5%
HGWM
1248
Horst & Graben Wealth Management
Oregon
$255K +$255K +1,543 New
SAM
1249
SignalPoint Asset Management
Missouri
$255K
ODIJL
1250
One Day In July LLC
Vermont
$254K -$17.8K -108 -7%