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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 %
AAP
776
Arax Advisory Partners
Colorado
$850K +$37.2K +213 +5%
FDDB
777
Fidelity D&D Bancorp
Pennsylvania
$849K -$6.45M -36,981 -88%
LOPW
778
Live Oak Private Wealth
North Carolina
$848K +$50.6K +290 +6%
BWA
779
BlueChip Wealth Advisors
Georgia
$846K -$6.11K -35 -0.7%
WF
780
Welch & Forbes
Massachusetts
$845K
AAS
781
Annex Advisory Services
Wisconsin
$843K +$28.8K +165 +4%
PCMC
782
Paragon Capital Management (Colorado)
Colorado
$842K -$96.3K -552 -10%
AFG
783
Atomi Financial Group
New York
$842K +$85.8K +492 +11%
Betterment LLC
784
Betterment LLC
New York
$840K +$269K +1,542 +47%
MW
785
Members Wealth
Pennsylvania
$833K +$833K +4,258 New
Vontobel Holding
786
Vontobel Holding
Switzerland
$831K
VCM
787
Virtue Capital Management
Tennessee
$825K -$80.8K -448 -9%
LT
788
Legacy Trust
Michigan
$819K
EA
789
Evergreen Advisors
Tennessee
$819K
WCWM
790
Willow Creek Wealth Management
California
$816K -$5.06K -29 -0.6%
LAM
791
Lakewood Asset Management
Illinois
$809K -$10.6K -61 -1%
CC
792
Courier Capital
New York
$804K +$26.9K +154 +3%
CTA
793
Chesley Taft & Associates
Illinois
$800K -$165K -946 -17%
VC
794
Veracity Capital
Georgia
$795K -$58.6K -336 -7%
CFS
795
CRA Financial Services
New Jersey
$794K +$1.92K +11 +0.2%
HP
796
Holistic Planning
Texas
$793K
GPA
797
Guidance Point Advisors
Massachusetts
$792K +$3.84K +22 +0.5%
RW
798
Regimen Wealth
Georgia
$791K -$120K -686 -13%
AIS
799
American Investment Services
Massachusetts
$790K -$49.6K -284 -6%
BC
800
Barnett & Company
Tennessee
$789K -$1.22K -7 -0.2%