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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 %
ECM
826
Evergreen Capital Management
Washington
$721K
MFG
827
MidWestOne Financial Group
Iowa
$721K
PWMAG
828
Pinnacle Wealth Management Advisory Group
New Jersey
$717K +$93K +533 +15%
H
829
HoyleCohen
California
$716K -$9.42K -54 -1%
RVM
830
Robinson Value Management
Texas
$716K +$70.8K +406 +11%
BFA
831
Brendel Financial Advisors
New Hampshire
$709K +$709K +4,064 New
PCG
832
Prosperity Consulting Group
Maryland
$706K -$65.3K -374 -8%
NCM
833
NCM Capital Management
New Jersey
$706K -$21.1K -121 -3%
WIC
834
Woodmont Investment Counsel
Tennessee
$704K +$13.1K +75 +2%
GRA
835
Golden Road Advisors
Florida
$702K +$2.44K +14 +0.3%
SIM
836
SSI Investment Management
California
$701K
BAM
837
Bosun Asset Management
Illinois
$698K
CWA
838
CM Wealth Advisors
Ohio
$696K -$15.4M -88,082 -96%
DIA
839
Dana Investment Advisors
Wisconsin
$696K -$32.1K -184 -4%
WCFA
840
Walkner Condon Financial Advisors
Wisconsin
$695K -$24.3K -139 -3%
BCM
841
Becker Capital Management
Oregon
$694K +$36.5K +209 +6%
EB
842
Emprise Bank
Kansas
$690K -$7.85K -45 -1%
OAM
843
Occidental Asset Management
California
$687K +$17.4K +100 +3%
CA
844
Continuum Advisory
Idaho
$687K
RWM
845
Ritholtz Wealth Management
New York
$684K -$22.9K -131 -3%
ATC
846
Adirondack Trust Company
New York
$683K +$161K +920 +31%
CIAS
847
Capital Investment Advisory Services
North Carolina
$678K -$26.9K -154 -4%
CWM
848
Calamos Wealth Management
Illinois
$678K +$75K +430 +12%
FFWA
849
Forthright Family Wealth Advisory
Texas
$676K
RBC
850
Roble Belko & Company
Pennsylvania
$672K