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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 %
CWP
801
Cyndeo Wealth Partners
Florida
$789K -$10.1K -58 -1%
BWL
802
Bogart Wealth LLC
Virginia
$786K
RB
803
Renasant Bank
Mississippi
$777K -$6.11K -35 -0.8%
IWP
804
Invenio Wealth Partners
Florida
$777K
HFS
805
Hoge Financial Services
Pennsylvania
$772K +$3.14K +18 +0.4%
MGIA
806
Matthew Goff Investment Advisor
Texas
$769K -$56K -321 -7%
TC
807
TownSquare Capital
Utah
$766K +$62.8K +360 +9%
IAN
808
Integrated Advisors Network
Texas
$762K -$579K -3,317 -43%
BWP
809
BSW Wealth Partners
Colorado
$760K +$93.9K +538 +14%
PAM
810
Palisade Asset Management
Minnesota
$753K
DWM
811
Dakota Wealth Management
Florida
$752K -$62.6K -359 -8%
NAS
812
Nicolet Advisory Services
Wisconsin
$749K +$527 +3 +0.1%
BFC
813
Bedel Financial Consulting
Indiana
$745K -$18.5K -106 -2%
NF
814
Nvest Financial
New Hampshire
$743K
EP
815
Edgestream Partners
New Jersey
$742K +$742K +4,251 New
LA
816
Legacy Advisors
Pennsylvania
$741K
MFA
817
Mayflower Financial Advisors
Massachusetts
$741K -$2.79K -16 -0.4%
MAM
818
MWA Asset Management
Massachusetts
$740K -$17.1K -98 -2%
FRA
819
Front Row Advisors
California
$736K +$6.63K +38 +0.9%
LTL
820
Lowery Thomas LLC
California
$734K -$18.7K -107 -2%
AT
821
American Trust
Kentucky
$733K +$360K +2,064 +96%
Wellington Management Group
822
Wellington Management Group
Massachusetts
$733K
AFA
823
Alpha Financial Advisors
North Carolina
$732K
FUBT
824
First United Bank & Trust
Maryland
$731K
PIFP
825
Partners in Financial Planning
Virginia
$724K