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iShares Russell 1000 ETF

1,216 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 440 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.63%
Holding in Top 10
91
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.21%
% of All Funds
1.32%
New
101
Increased
318
Reduced
440
Closed
74
Calls
$17.1M
Puts
$33.1M
Net Calls
-$16M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
676
Enzi Wealth
Texas
$833K
CAL
677
Capital Advisors Ltd
Ohio
$833K +$53.3K +185 +7%
UAS
678
United Asset Strategies
New York
$829K -$30.8K -107 -4%
DFA
679
DHK Financial Advisors
New Hampshire
$827K
DDPIC
680
Deroy & Devereaux Private Investment Counsel
Michigan
$826K +$5.76K +20 +0.7%
TCM
681
Tandem Capital Management
New Jersey
$824K +$17.3K +60 +2%
LBC
682
Lowe Brockenbrough & Co
Virginia
$822K
MPM
683
Meritage Portfolio Management
Kansas
$813K
AA
684
Ancora Advisors
Ohio
$810K +$103K +358 +15%
AWC
685
Abundance Wealth Counselors
Pennsylvania
$809K
EP
686
Edgestream Partners
New Jersey
$809K +$135K +470 +20%
FFA
687
Fi3 Financial Advisors
Indiana
$806K -$1.69K -6 -0.2%
CFO
688
Callan Family Office
Pennsylvania
$798K
AIP
689
Almanack Investment Partners
Pennsylvania
$797K -$8.07K -28 -1%
GRP
690
Global Retirement Partners
California
$789K -$5.18K -18 -0.7%
AMBIA
691
Allen Mooney & Barnes Investment Advisors
Georgia
$786K +$1.43K +5 +0.2%
LWM
692
LongView Wealth Management
Georgia
$780K +$196K +682 +34%
BTW
693
Boston Trust Walden
Massachusetts
$779K
ATPW
694
Ashton Thomas Private Wealth
Arizona
$773K -$2.59K -9 -0.3%
SFG
695
Summit Financial Group
West Virginia
$770K
SWP
696
ShoreHaven Wealth Partners
New Jersey
$768K -$2.59K -9 -0.3%
RA
697
RFG Advisory
Alabama
$766K -$4.32K -15 -0.6%
SFP
698
Shepherd Financial Partners
Massachusetts
$765K -$864 -3 -0.1%
CWP
699
Cyndeo Wealth Partners
Florida
$764K -$5.95M -20,654 -89%
NME
700
Notis-McConarty Edward
$763K -$14.4K -50 -2%