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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 %
CWM
726
Cornerstone Wealth Management
Missouri
$1,000K +$10.5K +60 +1%
CRC
727
Curi RMB Capital
Illinois
$998K -$240K -1,375 -19%
SHJ
728
Sharkey, Howes & Javer
Colorado
$994K +$114K +651 +13%
SWM
729
Sendero Wealth Management
Texas
$993K -$9.25K -53 -0.9%
TFGT
730
TS Financial Group (TSFG)
Illinois
$993K -$9.25K -53 -0.9%
PFG
731
Pacific Financial Group
Washington
$993K -$87.6K -502 -8%
RMC
732
Regis Management Company
California
$992K
CHC
733
City Holding Co
West Virginia
$990K +$94.4K +541 +11%
CWM
734
Connecticut Wealth Management
Connecticut
$989K +$56.5K +324 +6%
MA
735
MONECO Advisors
Connecticut
$988K +$3.14K +18 +0.3%
WTB
736
Washington Trust Bank
Washington
$985K -$2.85M -16,330 -74%
CWA
737
Core Wealth Advisors
Florida
$977K
First Manhattan
738
First Manhattan
New York
$975K +$3.32K +19 +0.3%
SCTC
739
Sanibel Captiva Trust Company
Florida
$962K
HIS
740
Harvest Investment Services
Illinois
$953K +$953K +5,463 New
IAG
741
Investment Advisory Group
Massachusetts
$950K +$8.37K +48 +0.9%
FFC
742
First Financial Corp
Indiana
$949K -$18.7K -107 -2%
CBA
743
Coastal Bridge Advisors
Connecticut
$949K
SC
744
SouthState Corp
Florida
$949K +$23.7K +136 +3%
SCA
745
STALEY CAPITAL ADVISERS
Pennsylvania
$935K
HI
746
Harbour Investments
Wisconsin
$926K +$33.3K +191 +4%
HC
747
Hoese & Co
Minnesota
$925K
PGWM
748
Parisi Gray Wealth Management
New Jersey
$924K +$24.6K +141 +3%
FFA
749
First Foundation Advisors
California
$919K +$19.7K +113 +2%
MFC
750
Morris Financial Concepts
South Carolina
$918K -$462K -2,647 -33%