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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 %
AWA
701
Amplius Wealth Advisors
Pennsylvania
$1.09M
FTS
702
Fifth Third Securities
Ohio
$1.08M +$90K +516 +9%
EWA
703
Elevate Wealth Advisory
Georgia
$1.08M -$49.2K -282 -4%
LFAS
704
Level Four Advisory Services
Texas
$1.08M -$3.52M -20,197 -77%
VF
705
Vawter Financial
Ohio
$1.07M +$63.5K +364 +6%
TFS
706
Thoroughbred Financial Services
Tennessee
$1.07M +$1.07M +6,128 New
HPA
707
High Probability Advisors
New York
$1.07M
ACM
708
Advisors Capital Management
New Jersey
$1.06M +$86.9K +498 +9%
TCOTS
709
Trust Company of the South
North Carolina
$1.06M
FCH
710
Freestone Capital Holdings
Washington
$1.06M -$31.9K -183 -3%
CT
711
Coastline Trust
Rhode Island
$1.05M -$34.9K -200 -3%
SIA
712
SkyView Investment Advisors
New Jersey
$1.04M
SXL
713
Summit X LLC
Missouri
$1.04M -$24.1K -138 -2%
FNT
714
First National Trust
Pennsylvania
$1.04M +$480K +2,751 +86%
SIC
715
Sigma Investment Counselors
Michigan
$1.04M -$60.9K -349 -6%
PG
716
Patten Group
Tennessee
$1.03M +$16.1K +92 +2%
EWA
717
Encompass Wealth Advisors
Oregon
$1.03M +$15.9K +91 +2%
CFGA
718
Cambridge Financial Group (Arizona)
Arizona
$1.02M -$9.6K -55 -0.9%
TWM
719
Thrive Wealth Management
Pennsylvania
$1.02M -$15.9K -91 -2%
MC
720
Middleton & Co
Massachusetts
$1.01M
AF
721
Apexium Financial
Texas
$1.01M -$41K -235 -4%
HIP
722
HUB Investment Partners
Texas
$1.01M +$21.3K +122 +2%
FAIM
723
Financial Advocates Investment Management
Washington
$1.01M -$1.09M -6,264 -52%
MAA
724
Matrix Asset Advisors
New York
$1.01M +$172K +986 +21%
BFA
725
Beaumont Financial Advisors
Massachusetts
$1M +$137K +786 +16%