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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 %
MTIC
1351
Missouri Trust & Investment Company
Missouri
$202K
RRCM
1352
Rappaport Reiches Capital Management
Illinois
$202K +$202K +1,220 New
EK
1353
Evensky & Katz
Florida
$184K +$330 +2 +0.2%
BWP
1354
Baldwin Wealth Partners
Massachusetts
$183K
GG
1355
Greenwood Gearhart
Arkansas
$182K -$86.8K -525 -32%
TSWM
1356
Tyler-Stone Wealth Management
Ohio
$176K
LIA
1357
Luken Investment Analytics
Tennessee
$173K -$2.15K -13 -1%
CSB
1358
City State Bank
Iowa
$171K
ACA
1359
Atlas Capital Advisors
Wyoming
$169K
WPWM
1360
Western Pacific Wealth Management
Illinois
$167K +$167K +1,013 New
AC
1361
AlphaCore Capital
California
$166K +$108K +653 +187%
CA
1362
Crewe Advisors
Utah
$164K
VAMG
1363
Voisard Asset Management Group
Michigan
$163K +$163K +985 New
FCMT
1364
Founders Capital Management (Texas)
Texas
$163K
TFM
1365
TFC Financial Management
Massachusetts
$162K
WBC
1366
West Branch Capital
Massachusetts
$158K -$16.5K -100 -9%
SWM
1367
Sugarloaf Wealth Management
Georgia
$157K
AWM
1368
Abound Wealth Management
Tennessee
$154K -$29.4K -178 -16%
VC
1369
Vestor Capital
Illinois
$154K -$165K -1,001 -52%
IRC
1370
Investors Research Corp
Georgia
$154K +$27.3K +165 +22%
CFD
1371
Creative Financial Designs
Indiana
$153K -$5.95K -36 -4%
MIM
1372
MTM Investment Management
South Carolina
$153K -$5.78K -35 -4%
GFL
1373
Granite FO LLC
New Hampshire
$148K +$991 +6 +0.7%
MFT
1374
Moisand Fitzgerald Tamayo
Florida
$145K
BMC
1375
Bear Mountain Capital
Washington
$144K +$144K +886 New