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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 %
W
1376
WealthCollab
Washington
$143K +$143K +863 New
GWSG
1377
GPS Wealth Strategies Group
Colorado
$136K
LFA
1378
LGT Financial Advisors
Texas
$134K
NCM
1379
Northwest Capital Management
Oregon
$133K
AIM
1380
Arcadia Investment Management
Michigan
$128K
VWM
1381
Valley Wealth Managers
New Jersey
$125K +$125K +758 New
RFA
1382
Register Financial Advisors
Georgia
$125K +$1.49K +9 +1%
PCWA
1383
Pacific Capital Wealth Advisors
California
$125K +$125K +755 New
NFSG
1384
Newbridge Financial Services Group
Florida
$123K
FPFS
1385
First Personal Financial Services
North Carolina
$123K
CF
1386
Centaurus Financial
California
$121K -$88.6K -538 -42%
HBT
1387
Hills Bank & Trust
Iowa
$120K
DF
1388
Dunhill Financial
United Kingdom
$115K +$115K +695 New
EW
1389
Element Wealth
Mississippi
$114K +$165 +1 +0.1%
EDRH
1390
Edmond de Rothschild Holding
Switzerland
$111K -$77.7K -470 -41%
TVAMP
1391
Tennessee Valley Asset Management Partners
Tennessee
$107K +$107K +647 New
CSC
1392
Caldwell Sutter Capital
California
$106K -$20.8K -126 -16%
T
1393
Tidemark
California
$106K +$106K +640 New
AGWCA
1394
Annis Gardner Whiting Capital Advisors
Florida
$105K
TH
1395
TCTC Holdings
Texas
$105K -$216K -1,305 -67%
MG
1396
MilWealth Group
Wisconsin
$102K
USB
1397
Union Savings Bank
Connecticut
$101K -$104K -628 -51%
GWMIA
1398
Global Wealth Management Investment Advisory
Florida
$98.7K
WAG
1399
Windsor Advisory Group
Ohio
$96.8K
AFWM
1400
Abich Financial Wealth Management
Virginia
$95.3K +$95.3K +577 New