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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 %
SIS
1601
Strategic Investment Solutions
Illinois
-$105K -666 Closed
SCA
1602
Stonebridge Capital Advisors
Minnesota
-$75.3K -496 Closed
SL
1603
Savior LLC
Massachusetts
-$53.3K -351 Closed
CT
1604
Clearstead Trust
Maine
-$52.2K -344 Closed
SSWM
1605
Sheets Smith Wealth Management
North Carolina
-$51.6K -340 Closed
CI
1606
Cordant Inc
Oregon
-$46.9K -309 Closed
LAS
1607
LWM Advisory Services
Florida
-$46.3K -305 Closed
AWA
1608
Authentikos Wealth Advisory
California
-$43.4K -286 Closed
HCM
1609
Hilton Capital Management
New York
-$38.4K -253 Closed
NIC
1610
Northwest Investment Counselors
Oregon
-$36.8K -242 Closed
BCM
1611
BluePath Capital Management
Georgia
-$36K -237 Closed
NMG
1612
New Millennium Group
Utah
-$32.2K -212 Closed
HL
1613
HeadInvest LLC
Maine
-$28.5K -190 Closed
HT
1614
Headlands Technologies
Illinois
-$22.5K -148 Closed
TWD
1615
True Wealth Design
Ohio
-$19.1K -126 Closed
TLCM
1616
Twin Lakes Capital Management
California
-$17.5K -115 Closed
WWP
1617
WR Wealth Planners
Missouri
-$14.2K -94 Closed
PGAM
1618
Princeton Global Asset Management
New Jersey
-$12.8K -84 Closed
SFC
1619
SYM Financial Corp
Indiana
-$11.8K -78 Closed
BA
1620
Ballast Advisors
Minnesota
-$9.26K -61 Closed
Legacy Financial Group (Iowa)
1621
Legacy Financial Group (Iowa)
Iowa
-$4.56K -30 Closed
BWS
1622
Buck Wealth Strategies
Colorado
-$3.64K -24 Closed
PCFFS
1623
Pacific Center for Financial Services
California
-$1.97K -13 Closed
ICM
1624
Intrepid Capital Management
Florida
-$1.52K -10 Closed
GM
1625
GeoWealth Management
Illinois
-$1K -4 Closed