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iShares Russell 1000 Value ETF

1,544 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 215 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,544
Holders Change
+110
Holders Change %
+7.67%
% of All Funds
22.64%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
215
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 %
BAM
1476
Bellevue Asset Management
Washington
$24.8K
AW
1477
Avion Wealth
Texas
$24K
BSB
1478
Bangor Savings Bank
Maine
$24K
VCM
1479
Versant Capital Management
Arizona
$22.8K
AIA
1480
Armor Investment Advisors
North Carolina
$22.3K
EL
1481
EMFO LLC
Florida
$21.6K
AEPWM
1482
Atlantic Edge Private Wealth Management
Florida
$21.2K +$21.2K +128 New
MBFW
1483
Morton Brown Family Wealth
Pennsylvania
$20.8K +$2.98K +18 +17%
PCTC
1484
Perkins Coie Trust Company
Washington
$20.7K -$3.8K -23 -16%
LOIP
1485
Live Oak Investment Partners
Texas
$20.7K -$19K
CMBA
1486
C.M. Bidwell & Associates
Hawaii
$20.5K
SR
1487
Syntax Research
Florida
$20.2K
TCM
1488
Tanaka Capital Management
New York
$20K
FMP
1489
Financial Management Professionals
Texas
$19K
Amundi
1490
Amundi
France
$18.5K +$18.5K +112 New
PIS
1491
POM Investment Strategies
North Carolina
$17.5K +$17.5K +106 New
CICI
1492
Capital Investment Counsel Inc
North Carolina
$16.5K
GWSA
1493
Global Wealth Strategies & Associates
Colorado
$16.5K
PS
1494
Planned Solutions
California
$16.5K +$16.5K +100 New
CWP
1495
Concord Wealth Partners
Virginia
$16.2K -$13K -79 -45%
BEI
1496
Benjamin Edwards Inc
Missouri
$15K
FP
1497
Financial Perspectives
Minnesota
$14.4K
FSWA
1498
Financial Synergies Wealth Advisors
Texas
$13.5K -$32.4K -213 -71%
PA
1499
PSI Advisors
Florida
$13.4K
LWANC
1500
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.2K