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iShares Russell 1000 Value ETF

1,713 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 476 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+149
Holders Change %
+9.53%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
476
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
351
Brightwater Advisory
Florida
$5.47M -$30.9K -167 -0.6%
BAMG
352
Brand Asset Management Group
Missouri
$5.47M -$6.48K -35 -0.1%
FA
353
Flagstar Advisors
New York
$5.41M +$192K +1,039 +4%
WTC
354
WhitTier Trust Company
Nevada
$5.4M -$143K -775 -3%
DI
355
Disciplined Investments
Oklahoma
$5.4M +$9.26K +50 +0.2%
GIA
356
Gladstone Institutional Advisory
Florida
$5.39M -$7.41K -40 -0.1%
CB
357
Community Bank
New York
$5.38M -$68.1K -368 -1%
RIL
358
Rothschild Investment LLC
Illinois
$5.36M +$254K +1,373 +5%
CWS
359
Confluence Wealth Services
Pennsylvania
$5.26M +$109K +564 +2%
CIM
360
Confluence Investment Management
Missouri
$5.25M +$5.25M +28,375 New
SFM
361
Signet Financial Management
New Jersey
$5.22M +$185 +1 +0%
LCM
362
Logan Capital Management
Pennsylvania
$5.21M +$2.66M +14,378 +104%
IWM
363
IHT Wealth Management
Illinois
$5.18M -$666K -3,598 -11%
DWT
364
Dorsey & Whitney Trust
South Dakota
$5.15M +$330K +1,783 +7%
TLA
365
Tanglewood Legacy Advisors
Texas
$5.12M -$53.5K -289 -1%
Mackenzie Financial
366
Mackenzie Financial
Ontario, Canada
$5.11M
MPM
367
Meritage Portfolio Management
Kansas
$5.09M +$72.4K +391 +1%
CVA
368
Central Valley Advisors
California
$5.09M -$40.4K -218 -0.8%
HDIM
369
Hanson & Doremus Investment Management
Vermont
$5.07M +$26.8K +145 +0.5%
UB
370
UMB Bank
Missouri
$5.06M -$2.6M -14,054 -34%
AAM
371
Aureus Asset Management
Massachusetts
$5.05M
RCA
372
Riverview Capital Advisers
Massachusetts
$5.04M +$109K +587 +2%
AG
373
AlTi Global
New York
$5.03M +$117K +634 +2%
PFS
374
Prospera Financial Services
Texas
$5.03M -$559K -3,015 -10%
SIA
375
Stegner Investment Associates
Kentucky
$4.92M +$555 +3 +0%