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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 %
CAG
526
Csenge Advisory Group
Florida
$1.98M +$1.73M +9,925 +701%
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$1.98M +$124K +710 +7%
CAC
528
Certified Advisory Corp
Florida
$1.96M +$1.96M +11,240 New
WFA
529
WestHill Financial Advisors
California
$1.95M +$38.7K +222 +2%
PFM
530
Phillips Financial Management
Indiana
$1.94M -$25.1K -144 -1%
EWP
531
Elevation Wealth Partners
California
$1.93M +$415K +2,380 +27%
BCM
532
Brookstone Capital Management
Illinois
$1.92M +$98K +536 +5%
TFA
533
Tobias Financial Advisors
Florida
$1.92M -$3.49K -20 -0.2%
PA
534
PFG Advisors
Arizona
$1.92M +$795K +4,559 +71%
SWM
535
SilverOak Wealth Management
Minnesota
$1.92M
FWP
536
FAS Wealth Partners
Kansas
$1.92M -$12.6K -72 -0.7%
AFG
537
Allegheny Financial Group
Pennsylvania
$1.91M +$72.2K +414 +4%
BHBT
538
Burke & Herbert Bank & Trust
Virginia
$1.91M +$1.91M +10,925 New
CWA
539
CJM Wealth Advisers
Virginia
$1.88M -$76.8K -443 -4%
EI
540
Ellevest Inc
New York
$1.88M -$79.9K -458 -4%
CA
541
CGN Advisors
Kansas
$1.87M +$21.5K +123 +1%
VFP
542
Verus Financial Partners
Virginia
$1.87M +$174 +1 +0%
CAM
543
Carret Asset Management
New York
$1.86M +$17.6K +101 +1%
MWA
544
Monograph Wealth Advisors
California
$1.85M -$421K -2,412 -19%
PAS
545
Park Avenue Securities
New York
$1.85M +$245K +1,402 +15%
ACGA
546
Atlanta Consulting Group Advisors
Georgia
$1.85M +$1.22M +7,016 +196%
PA
547
Parkside Advisors
California
$1.84M -$68.9K -395 -4%
EIA
548
Eldridge Investment Advisors
New Hampshire
$1.83M +$71.5K +410 +4%
WLPWM
549
Walled Lake Planning & Wealth Management
Illinois
$1.83M +$82.9K +475 +5%
AF
550
Affiance Financial
Minnesota
$1.82M +$2.09K +12 +0.1%