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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 %
EWM
751
Empirical Wealth Management
Washington
$915K +$33K +189 +4%
HH
752
Hilltop Holdings
Texas
$912K -$427K -2,446 -32%
BFA
753
Brown Financial Advisory
Alabama
$908K -$130K -743 -12%
QCM
754
QRG Capital Management
Illinois
$908K -$254K -1,458 -22%
WP
755
WMS Partners
Maryland
$908K -$2.62K -15 -0.3%
MFG
756
Merit Financial Group
Georgia
$907K +$8.55K +49 +1%
CFO
757
CVA Family Office
Colorado
$896K -$239K -1,372 -21%
IAG
758
Investmark Advisory Group
Connecticut
$895K +$1.05K +6 +0.1%
HWM
759
Hemington Wealth Management
Virginia
$895K -$71.7K -411 -7%
LSAG
760
Lake Street Advisors Group
New Hampshire
$889K +$80.4K +461 +10%
FI
761
Financial Insights
Washington
$886K -$19.2K -110 -2%
ATS
762
Ashton Thomas Securities
New York
$885K +$885K +5,090 New
GT
763
Greenleaf Trust
Michigan
$885K -$35.9K -206 -4%
TCBWMS
764
Texas Capital Bank Wealth Management Services
Texas
$882K
CAAS
765
Capital Asset Advisory Services
Michigan
$882K -$1.22K -7 -0.1%
SCI
766
S&CO Inc
Massachusetts
$881K
JIR
767
James Investment Research
Ohio
$877K -$31.4K -180 -3%
FBT
768
First Bank & Trust
South Dakota
$873K -$22.5K -129 -3%
RPWA
769
Regent Peak Wealth Advisors
Georgia
$872K
CTC
770
Central Trust Company
Missouri
$864K -$17.8K -102 -2%
PMFA
771
Plante Moran Financial Advisors
Michigan
$864K -$286K -1,640 -25%
B
772
Bailard
California
$861K
WP
773
WealthShield Partners
North Carolina
$859K -$17.6K -101 -2%
AUB
774
Atlantic Union Bankshares
Virginia
$856K -$698 -4 -0.1%
Empower Advisory Group
775
Empower Advisory Group
Colorado
$854K +$190K +1,089 +29%