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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 %
Qube Research & Technologies (QRT)
351
Qube Research & Technologies (QRT)
United Kingdom
$4.4M +$4.25M +24,364 +2,866%
ONB
352
Old National Bancorp
Indiana
$4.34M -$240K -1,373 -5%
SCM
353
SOL Capital Management
Maryland
$4.32M -$50.8K -291 -1%
TWM
354
Tolleson Wealth Management
Texas
$4.29M -$86.9K -498 -2%
OCM
355
One Capital Management
California
$4.29M +$365K +2,094 +9%
AWA
356
Alta Wealth Advisors
Massachusetts
$4.27M +$80.6K +462 +2%
PWPS
357
Pinnacle Wealth Planning Services
Ohio
$4.26M -$174 -1 -0%
MCWS
358
McKinley Carter Wealth Services
West Virginia
$4.26M +$4.54K +26 +0.1%
QWM
359
Quadcap Wealth Management
Texas
$4.23M +$167K +955 +4%
DPI
360
Diversified Portfolios Inc
Michigan
$4.19M +$66.3K +380 +2%
CPBTD
361
Central Pacific Bank - Trust Division
Hawaii
$4.18M -$176K -1,009 -4%
IWC
362
Integrated Wealth Concepts
Massachusetts
$4.16M -$204K -1,171 -5%
WAP
363
Wealthcare Advisory Partners
Pennsylvania
$4.14M +$362K +2,075 +10%
Citadel Advisors
364
Citadel Advisors
Florida
$4.12M -$2.27M -12,989 -35%
SFG
365
Sage Financial Group
Pennsylvania
$4.11M +$26.9K +154 +0.7%
EWA
366
EverSource Wealth Advisors
Alabama
$4.11M +$1.24M +6,738 +43%
AMG
367
Asset Management Group
Connecticut
$4.1M +$7.68K +44 +0.2%
HCMT
368
Highland Capital Management (Tennessee)
Tennessee
$4.09M -$699K -4,009 -15%
CA
369
Cornerstone Advisory
Maryland
$4.07M -$208K -1,193 -5%
SYBT
370
Stock Yards Bank & Trust
Kentucky
$4.06M -$203K -1,162 -5%
FFG
371
Fiduciary Financial Group
California
$4.04M +$4.04M +22,163 New
ACIM
372
Azimuth Capital Investment Management
Michigan
$4.01M +$4.01M +22,963 New
JFG
373
JMG Financial Group
Illinois
$3.99M -$990K -5,675 -20%
WAM
374
Wakefield Asset Management
Colorado
$3.97M -$316K -1,814 -7%
WI
375
Wintrust Investments
Illinois
$3.97M +$212K +1,215 +6%