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iShares Russell 1000 ETF

1,215 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, 317 increasing their positions, 440 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+9
Holders Change %
+0.75%
% of All Funds
17.61%
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
317
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 %
AP
1076
Aspect Partners
Virginia
$202K
GA
1077
Geller Advisors
New York
$202K +$202K +701 New
KFA
1078
Kapstone Financial Advisors
Ohio
$202K +$202K +700 New
State Street
1079
State Street
Massachusetts
$202K +$202K +700 New
QWM
1080
Quadcap Wealth Management
Texas
$200K +$200K +696 New
BTI
1081
Blue Trust Inc
Georgia
$198K -$12.1K -42 -6%
PK
1082
Pflug Koory
Nebraska
$194K
POIA
1083
Pin Oak Investment Advisors
Texas
$194K +$21.9K +76 +13%
BHWM
1084
Beaird Harris Wealth Management
Texas
$191K -$30.8K -107 -14%
SVCP
1085
Silicon Valley Capital Partners
California
$188K +$576 +2 +0.3%
FCMT
1086
Founders Capital Management (Texas)
Texas
$188K
NG
1087
NWK Group
California
$184K
GI
1088
GAMMA Investing
California
$179K
MCM
1089
MidAtlantic Capital Management
Virginia
$179K
IFAM
1090
Institutional & Family Asset Management
Colorado
$177K -$11.5K -40 -6%
CFD
1091
Creative Financial Designs
Indiana
$173K -$23.6K -82 -12%
WA
1092
WestEnd Advisors
North Carolina
$172K -$57K -198 -25%
RFG
1093
RFP Financial Group
Georgia
$168K
LC
1094
Lindbrook Capital
California
$166K
MRCM
1095
M&R Capital Management
New Jersey
$165K
HF
1096
Halpern Financial
Virginia
$164K
LCM
1097
Logan Capital Management
Pennsylvania
$158K
BCM
1098
Blume Capital Management
California
$158K
EWA
1099
EverSource Wealth Advisors
Alabama
$157K -$37K -134 -19%
NCM
1100
Northwest Capital Management
Oregon
$157K +$288 +1 +0.2%