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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 %
ODG
1276
O'Dell Group
Ohio
$240K +$240K +1,455 New
AWM
1277
Avondale Wealth Management
Texas
$240K -$38.8K -235 -14%
BB
1278
Bell Bank
North Dakota
$240K -$17.7K -107 -7%
BOH
1279
Bank of Hawaii
Hawaii
$239K
CM
1280
Cornerstone Management
Georgia
$239K
GA
1281
Gordian Advisors
Arizona
$239K +$239K +1,446 New
PP
1282
Pacifica Partners
Canada
$238K -$4.9K -31 -2%
B
1283
Bridgeworth
Alabama
$238K
WEG
1284
World Equity Group
Illinois
$238K
CAM
1285
Columbia Asset Management
Michigan
$237K
ARC
1286
Advisor Resource Council
Texas
$237K -$252K -1,527 -52%
SFG
1287
StrategIQ Financial Group
Indiana
$237K
MF
1288
Manchester Financial
California
$236K
STB
1289
S&T Bank
Pennsylvania
$236K
MAS
1290
Meeder Advisory Services
Ohio
$235K -$17.5K -106 -7%
CAG
1291
Csenge Advisory Group
Florida
$235K -$11.9K -72 -5%
KAM
1292
KEB Asset Management
Illinois
$235K
RGC
1293
Roberts, Glore & Co
Illinois
$234K
SIAS
1294
Summit Investment Advisory Services
Minnesota
$234K
Fiera Capital (Canada)
1295
Fiera Capital (Canada)
Quebec, Canada
$233K +$826 +5 +0.4%
ECA
1296
Elevated Capital Advisors
Utah
$233K -$5.29K -32 -2%
MFS
1297
Madrona Financial Services
Washington
$233K +$2.48K +15 +1%
BWM
1298
BCS Wealth Management
Tennessee
$232K -$11.4K -69 -5%
FNBOMD
1299
First National Bank of Mount Dora
Florida
$232K
FWM
1300
FFT Wealth Management
Pennsylvania
$231K