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iShares Russell 1000 Value ETF

1,504 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, 545 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
-23
Holders Change %
-1.51%
% of All Funds
21.87%
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
545
Closed
82
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Cohen & Steers
626
Cohen & Steers
New York
$1.35M
ES
627
Eagle Strategies
New York
$1.34M +$394K +2,261 +42%
IA
628
IFG Advisory
Georgia
$1.34M +$1.34M +7,677 New
KFI
629
Key Financial Inc
Pennsylvania
$1.34M
KCM
630
Kornitzer Capital Management
Kansas
$1.34M -$35.4K -203 -3%
SWA
631
Sax Wealth Advisors
New Jersey
$1.33M +$104K +598 +8%
ITIM
632
Indiana Trust & Investment Management
Indiana
$1.33M
RFG
633
RFP Financial Group
Georgia
$1.33M
VCP
634
Vista Capital Partners
Oregon
$1.33M
JBA
635
Johnson Bixby & Associates
Washington
$1.33M -$318K -1,821 -19%
ASC
636
Atalanta Sosnoff Capital
New York
$1.32M +$2.62K +15 +0.2%
CCM
637
Cambridge Capital Management
Illinois
$1.32M -$23.6K -135 -2%
CIA
638
Concurrent Investment Advisors
Florida
$1.32M +$145K +829 +12%
FMWA
639
Forvis Mazars Wealth Advisors
Missouri
$1.31M -$120K -690 -8%
CFO
640
Collective Family Office
Pennsylvania
$1.31M +$1.31M +7,502 New
ML
641
Mayport LLC
Massachusetts
$1.31M
WIA
642
Wetzel Investment Advisors
Indiana
$1.3M +$3.05K +17 +0.2%
BFS
643
Bradley Foster & Sargent
Connecticut
$1.29M +$471K +2,700 +57%
TWP
644
TFO Wealth Partners
Ohio
$1.29M
CAS
645
Coppell Advisory Solutions
Texas
$1.29M +$1.29M +7,387 New
WIA
646
World Investment Advisors
California
$1.28M +$841K +4,821 +190%
CPA
647
Cardiff Park Advisors
California
$1.28M +$872 +5 +0.1%
N
648
Natixis
France
$1.28M +$35.6K +204 +3%
LGWM
649
Litman Gregory Wealth Management
California
$1.28M +$130K +745 +11%
MSWMA
650
Market Street Wealth Management Advisors
Indiana
$1.28M