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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 %
LCM
501
Logan Capital Management
Pennsylvania
$2.22M
T. Rowe Price Associates
502
T. Rowe Price Associates
Maryland
$2.2M -$263K -1,507 -11%
BWM
503
BigSur Wealth Management
Florida
$2.2M
GJWM
504
Gilliland Jeter Wealth Management
Arkansas
$2.2M +$7.33K +42 +0.3%
AIP
505
Almanack Investment Partners
Pennsylvania
$2.18M +$2.09K +12 +0.1%
IFPG
506
Intrepid Financial Planning Group
Indiana
$2.18M -$16.6K -95 -0.8%
ZB
507
Zions Bancorporation
Utah
$2.18M -$152K -870 -7%
GBT
508
Grove Bank & Trust
Florida
$2.17M
JIC
509
Joel Isaacson & Co
New York
$2.17M -$127K -729 -6%
OPCM
510
Osborne Partners Capital Management
California
$2.16M
BAM
511
Berkshire Asset Management
Pennsylvania
$2.15M -$7.85K -45 -0.4%
AB
512
Atlas Brown
Kentucky
$2.15M +$2.44K +14 +0.1%
VIA
513
Vantagepoint Investment Advisers
District of Columbia
$2.15M
AWM
514
Apollon Wealth Management
South Carolina
$2.14M +$1.57K +9 +0.1%
FFN
515
Focus Financial Network
Minnesota
$2.12M +$8.96K +49 +0.4%
National Bank of Canada
516
National Bank of Canada
Quebec, Canada
$2.11M -$170K -980 -7%
NFC
517
Northeast Financial Consultants
Connecticut
$2.1M
AFG
518
ABLE Financial Group
Arizona
$2.06M +$135K +771 +7%
APP
519
Avantax Planning Partners
Iowa
$2.06M -$56.5K -324 -3%
CGL
520
Clarius Group LLC
Washington
$2.02M
TSW
521
Thompson Siegel & Walmsley
Virginia
$2.02M +$53K +304 +3%
CNBT
522
Canandaigua National Bank & Trust
New York
$2.01M +$2.01M +11,516 New
WDG
523
Wealth Dimensions Group
Ohio
$2.01M -$116K -666 -5%
PGFC
524
Peapack-Gladstone Financial Corp
New Jersey
$1.99M -$19.7K -113 -1%
VP
525
Verum Partners
North Carolina
$1.98M -$229K -1,313 -10%