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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 %
PFC
1301
Phocas Financial Corp
California
$231K -$1.18M -7,130 -84%
MWM
1302
MorganRosel Wealth Management
Colorado
$231K
M
1303
MOTCO
Texas
$230K
GHAM
1304
Gilman Hill Asset Management
Connecticut
$230K
9WM
1305
9258 Wealth Management
Ohio
$229K +$229K +1,387 New
SFWC
1306
Strategic Family Wealth Counselors
New Jersey
$229K +$2.81K +17 +1%
CWG
1307
Cornerstone Wealth Group
North Carolina
$228K -$27.3K -165 -11%
NB
1308
NBT Bank
New York
$227K
CA
1309
CoreCap Advisors
Michigan
$227K -$65.4K -396 -22%
IAA
1310
Independent Advisor Alliance
North Carolina
$226K -$3.64K -22 -2%
LWM
1311
Lakeridge Wealth Management
Ohio
$225K +$225K +1,362 New
LNWWM
1312
Laird Norton Wetherby Wealth Management
California
$223K -$661 -4 -0.3%
1WA
1313
180 Wealth Advisors
Washington
$223K -$5.8K -35 -3%
NQWM
1314
Northwest Quadrant Wealth Management
Oregon
$222K +$2.65K +16 +1%
AC
1315
Abbrea Capital
California
$222K
PP
1316
Patten & Patten
Tennessee
$222K +$496 +3 +0.2%
SG
1317
Sharper & Granite
California
$221K
WA
1318
WealthTrust Axiom
Pennsylvania
$220K
HAM
1319
Harmony Asset Management
Arizona
$220K +$220K +1,332 New
MCM
1320
Monument Capital Management
Virginia
$220K -$43.5K -263 -16%
HPC
1321
HM Payson & Co
Maine
$220K
LWM
1322
Liberty Wealth Management
California
$219K -$5.8K -35 -3%
POIA
1323
Pin Oak Investment Advisors
Texas
$219K
LFP
1324
Lakeshore Financial Planning
Michigan
$218K +$218K +1,318 New
NWM
1325
Northwest Wealth Management
Iowa
$217K -$15K -91 -6%