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iShares Russell 1000 Value ETF

1,565 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 527 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,565
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.64%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
527
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FI
776
Financial Insights
Washington
$964K
PPP
777
Private Portfolio Partners
New Jersey
$959K +$959K +5,052 New
SCI
778
S&CO Inc
Massachusetts
$958K
MWM
779
Meridian Wealth Management
Kentucky
$955K +$955K +5,034 New
DWM
780
Diversify Wealth Management
Utah
$951K +$951K +4,982 New
BFA
781
Beaumont Financial Advisors
Massachusetts
$950K -$140K -740 -13%
RPWA
782
Regent Peak Wealth Advisors
Georgia
$949K
HP
783
Holistic Planning
Texas
$944K +$103K +544 +12%
B
784
Bailard
California
$936K
TPI
785
Trust Point Inc
Wisconsin
$932K +$432K +2,276 +86%
AAP
786
Arax Advisory Partners
Colorado
$930K +$4.75K +25 +0.5%
TC
787
TownSquare Capital
Utah
$925K +$91.5K +482 +11%
MFC
788
Morris Financial Concepts
South Carolina
$922K -$76.3K -402 -8%
FBT
789
First Bank & Trust
South Dakota
$922K -$27.9K -147 -3%
WF
790
Welch & Forbes
Massachusetts
$921K
AAS
791
Annex Advisory Services
Wisconsin
$919K +$2.85K +15 +0.3%
CWM
792
Calamos Wealth Management
Illinois
$918K +$181K +954 +25%
JIR
793
James Investment Research
Ohio
$907K -$47.1K -248 -5%
JSW
794
Journey Strategic Wealth
New Jersey
$906K -$344K -1,813 -28%
Vontobel Holding
795
Vontobel Holding
Switzerland
$904K
BWL
796
Bogart Wealth LLC
Virginia
$902K +$47.1K +248 +6%
CWM
797
Connecticut Wealth Management
Connecticut
$898K -$178K -938 -17%
PCMC
798
Paragon Capital Management (Colorado)
Colorado
$892K -$23.9K -126 -3%
LT
799
Legacy Trust
Michigan
$891K
CTA
800
Chesley Taft & Associates
Illinois
$890K +$18.8K +99 +2%