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iShares Russell 1000 Value ETF

1,564 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 526 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.62%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
526
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
351
Confluence Wealth Services
Pennsylvania
$5.04M +$31.5K +166 +0.6%
AG
352
AlTi Global
New York
$5.04M +$4.75K +25 +0.1%
NPF
353
Norris Perne & French
Michigan
$5M
CAM
354
Concorde Asset Management
Michigan
$4.97M +$1.59M +8,383 +47%
DWT
355
Dorsey & Whitney Trust
South Dakota
$4.94M +$54.3K +286 +1%
MCM
356
Manchester Capital Management
Vermont
$4.92M +$4.18K +22 +0.1%
BFM
357
Broadview Financial Management
Wisconsin
$4.9M +$31.1K +164 +0.6%
NW
358
NewEdge Wealth
Pennsylvania
$4.86M +$2.14M +11,280 +79%
JFG
359
JMG Financial Group
Illinois
$4.83M +$491K +2,586 +11%
SCM
360
SOL Capital Management
Maryland
$4.83M +$122K +645 +3%
Principal Financial Group
361
Principal Financial Group
Iowa
$4.78M -$16.3M -85,963 -77%
AWA
362
Alta Wealth Advisors
Massachusetts
$4.73M +$86.7K +457 +2%
ONB
363
Old National Bancorp
Indiana
$4.72M -$4.37K -23 -0.1%
TWM
364
Tolleson Wealth Management
Texas
$4.66M -$7.78K -41 -0.2%
MA
365
Mutual Advisors
Nebraska
$4.64M -$436K -2,289 -9%
CA
366
Cornerstone Advisory
Maryland
$4.61M +$180K +950 +4%
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$4.61M -$30.6K -161 -0.7%
QWM
368
Quadcap Wealth Management
Texas
$4.6M -$759 -4 -0%
FAM
369
Forte Asset Management
New York
$4.57M +$617K +3,252 +16%
Legal & General Group
370
Legal & General Group
United Kingdom
$4.57M -$1.19M -6,294 -21%
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$4.56M +$62.3K +328 +1%
SYBT
372
Stock Yards Bank & Trust
Kentucky
$4.55M +$127K +668 +3%
CPBTD
373
Central Pacific Bank - Trust Division
Hawaii
$4.51M -$36.3K -191 -0.8%
DPI
374
Diversified Portfolios Inc
Michigan
$4.5M -$61.1K -322 -1%
OCM
375
One Capital Management
California
$4.49M -$182K -961 -4%