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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 %
WP
876
Westmount Partners
California
$635K
OWA
877
One Wealth Advisors
California
$633K
ACS
878
Archford Capital Strategies
Illinois
$630K
HA
879
Hanover Advisors
South Carolina
$629K
IBOK
880
Independence Bank of Kentucky
Kentucky
$627K +$46.9K +269 +8%
COCM
881
Charter Oak Capital Management
New Hampshire
$623K
WI
882
WrapManager Inc
California
$622K -$62.1K -356 -9%
FGG
883
Financial Guidance Group
Florida
$621K
NIG
884
NFJ Investment Group
Texas
$620K +$475K +2,723 +327%
AIC
885
Archer Investment Corporation
Indiana
$619K
FFA
886
Farther Finance Advisors
California
$618K +$139K +802 +29%
GSWM
887
Greenup Street Wealth Management
Michigan
$616K -$73.6K -422 -11%
BCM
888
Bourgeon Capital Management
Connecticut
$616K
LCM
889
Lunt Capital Management
Utah
$614K
MSFS
890
Main Street Financial Solutions
Pennsylvania
$606K +$15.4K +88 +3%
WF
891
Warner Financial
Maryland
$606K +$1.92K +11 +0.3%
WTA
892
Washington Trust Advisors
Massachusetts
$605K +$231K +1,322 +62%
CGPCS
893
Capital Group Private Client Services
California
$605K +$605K +3,466 New
AA
894
Auxano Advisors
Washington
$601K -$1.92K -11 -0.3%
IWM
895
Iams Wealth Management
Nebraska
$599K -$141K -807 -19%
MIAS
896
Mason Investment Advisory Services
Virginia
$599K +$2.44K +14 +0.4%
OWP
897
Obermeyer Wealth Partners
Colorado
$593K -$6.98K -40 -1%
LIM
898
Leavell Investment Management
Alabama
$590K +$9.78K +56 +2%
MIM
899
Miller Investment Management
Pennsylvania
$588K
BIP
900
Blueprint Investment Partners
North Carolina
$587K +$587K +3,365 New