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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 %
KWS
601
Keystone Wealth Services
California
$1.5M +$1.75K +10 +0.1%
FA
602
Fiducient Advisors
Illinois
$1.5M +$674K +3,865 +82%
JPG
603
Jordan Park Group
California
$1.48M -$28.8K -165 -2%
NIM
604
Northeast Investment Management
Massachusetts
$1.48M +$297K +1,700 +25%
PFP
605
Paragon Financial Partners
California
$1.47M +$1.92K +11 +0.1%
LFG
606
Larson Financial Group
Missouri
$1.46M +$65.9K +378 +5%
IB
607
Intrust Bank
Kansas
$1.46M
CT
608
Colonial Trust
South Carolina
$1.44M -$20.4K -117 -1%
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.44M
AFA
610
American Financial Advisors
Georgia
$1.43M +$4.89K +28 +0.3%
PCS
611
Personal CFO Solutions
New Jersey
$1.43M +$615K +3,527 +76%
NFG
612
Nations Financial Group
Iowa
$1.43M -$12.7K -73 -0.9%
CFA
613
Cahill Financial Advisors
Minnesota
$1.42M -$93.2K -534 -6%
BGAI
614
Bruce G. Allen Investments
Colorado
$1.41M -$56.9K -326 -4%
RLWM
615
RF&L Wealth Management
Massachusetts
$1.41M +$61.9K +355 +5%
MAM
616
MMA Asset Management
Pennsylvania
$1.41M +$872 +5 +0.1%
TNA
617
True North Advisors
Texas
$1.4M
Barclays
618
Barclays
United Kingdom
$1.4M +$1.4M +8,002 New
SMA
619
Seven Mile Advisory
New Jersey
$1.38M -$5.23K -30 -0.4%
BC
620
Barrett & Company
Rhode Island
$1.38M +$7.5K +43 +0.5%
LGG
621
Luts & Greenleigh Group
Maryland
$1.37M +$1.37M +7,853 New
NJIM
622
Nabity-Jensen Investment Management
Nebraska
$1.36M
WCP
623
Wick Capital Partners
Pennsylvania
$1.36M +$1.36M +7,779 New
AC
624
Apella Capital
Connecticut
$1.36M +$77.1K +443 +6%
B
625
Bensler
Washington
$1.36M +$28.1K +161 +2%