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iShares Russell 1000 Value ETF

1,714 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, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% 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
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
QWP
626
Quotient Wealth Partners
Texas
$1.78M
BRWA
627
B. Riley Wealth Advisors
Florida
$1.78M -$165K -891 -8%
SC
628
Steph & Co
Wisconsin
$1.77M +$104K +564 +6%
National Bank of Canada
629
National Bank of Canada
Quebec, Canada
$1.76M
MFGP
630
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.76M -$126K -682 -7%
AP
631
Adero Partners
California
$1.75M -$555 -3 -0%
Walleye Trading
632
Walleye Trading
New York
$1.75M +$1.75M +9,437 New
CIA
633
Concurrent Investment Advisors
Florida
$1.75M +$229K +1,235 +15%
SC
634
SouthState Corp
Florida
$1.74M -$13.1K -71 -0.7%
PA
635
PFG Advisors
Arizona
$1.74M -$260K -1,407 -13%
CRC
636
Curi RMB Capital
Illinois
$1.74M +$958K +5,177 +123%
PWS
637
Peloton Wealth Strategists
Indiana
$1.73M +$14.3K +77 +0.8%
BFA
638
Benedict Financial Advisors
Georgia
$1.72M +$59.8K +323 +4%
PA
639
Parkside Advisors
California
$1.71M -$175K -944 -9%
AWM
640
AE Wealth Management
Kansas
$1.7M +$10.4K +56 +0.6%
SVWAG
641
Sound View Wealth Advisors Group
Georgia
$1.7M -$55.7K -301 -3%
M
642
MYeCFO
California
$1.69M -$87K -470 -5%
PP
643
Prosperity Planning
Missouri
$1.69M -$45.9K -248 -3%
BFG
644
Beacon Financial Group
Texas
$1.68M -$63.5K -343 -4%
MYIA
645
Mount Yale Investment Advisors
Colorado
$1.68M +$1.68M +9,048 New
IA
646
IFC Advisors
California
$1.67M +$1.67M +9,005 New
PFA
647
Pure Financial Advisors
California
$1.66M +$110K +596 +7%
MCA
648
Maryland Capital Advisors
Maryland
$1.66M
BWMG
649
Bannerman Wealth Management Group
Texas
$1.66M +$1.66M +8,940 New
MCM
650
Mattern Capital Management
Colorado
$1.64M