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iShares Russell 1000 Value ETF

1,503 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 482 increasing their positions, 544 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-23
Holders Change %
-1.51%
% of All Funds
21.86%
Holding in Top 10
88
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.11%
% of All Funds
1.28%
New
85
Increased
482
Reduced
544
Closed
82
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
276
Centennial Bank
Arkansas
$6.28M +$770K +4,416 +14%
WT
277
Whittier Trust
California
$6.27M -$265K -1,518 -4%
SWP
278
Stratos Wealth Partners
Ohio
$6.22M +$75.2K +431 +1%
LW
279
Linscomb Wealth
Texas
$6.14M -$145K -829 -2%
CWP
280
CFM Wealth Partners
Texas
$6.05M +$487K +2,791 +9%
ATI
281
ARK & TLK Investments
Oklahoma
$6.01M -$6.63K -38 -0.1%
SC
282
Sepio Capital
Utah
$6M
BI
283
Ballast Inc
Kentucky
$5.99M +$130K +744 +2%
AL
284
Aspiriant LLC
California
$5.98M +$77.8K +446 +1%
AF
285
Allworth Financial
California
$5.97M -$483K -2,686 -7%
AI
286
Atria Investments
North Carolina
$5.93M +$1.07M +6,147 +22%
AIFAIM
287
American Institute for Advanced Investment Management
Arizona
$5.92M -$9.6K -55 -0.2%
SEI Investments
288
SEI Investments
Pennsylvania
$5.88M -$942K -5,402 -14%
DCM
289
Dimension Capital Management
Florida
$5.84M +$514K +2,944 +10%
AAS
290
Ameritas Advisory Services
Nebraska
$5.83M +$394K +2,257 +7%
Loomis, Sayles & Company
291
Loomis, Sayles & Company
Massachusetts
$5.81M
PFS
292
Prospera Financial Services
Texas
$5.8M -$3.45M -19,761 -37%
ARG
293
Advisory Resource Group
Oklahoma
$5.78M +$984K +5,641 +21%
Deutsche Bank
294
Deutsche Bank
Germany
$5.77M -$66.1K -379 -1%
MCCA
295
Mill Creek Capital Advisors
Pennsylvania
$5.75M -$8.74M -50,100 -60%
WB
296
Webster Bank
Connecticut
$5.69M +$547K +3,134 +11%
SFS
297
Sowell Financial Services
Arkansas
$5.68M +$96.7K +554 +2%
Vanguard Group
298
Vanguard Group
Pennsylvania
$5.62M +$40.7K +233 +0.7%
UWPG
299
Ullmann Wealth Partners Group
Florida
$5.57M -$158K -903 -3%
ASN
300
Advisory Services Network
Georgia
$5.53M -$403K -2,311 -7%