IWD icon

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 %
RVPG
901
Relative Value Partners Group
$584K -$22.6M -129,809 -97%
LSPW
902
Lake Street Private Wealth
Illinois
$584K +$174 +1 +0%
RIA
903
Regal Investment Advisors
Michigan
$582K -$872 -5 -0.1%
WW
904
Waterfront Wealth
Kansas
$582K
MWM
905
Melfa Wealth Management
Massachusetts
$581K
BFPW
906
BOK Financial Private Wealth
Colorado
$581K
AWM
907
Atticus Wealth Management
Florida
$581K -$92.1K -528 -14%
SPC
908
Sigma Planning Corp
Michigan
$580K -$32.3K -185 -5%
WFAG
909
Wescott Financial Advisory Group
Pennsylvania
$579K
TA
910
TFB Advisors
Kansas
$576K -$203K -1,163 -26%
RIM
911
Rockbridge Investment Management
New York
$576K -$2.27K -13 -0.4%
CST
912
Charles Schwab Trust
Nevada
$575K
Squarepoint
913
Squarepoint
New York
$569K -$5.84M -33,483 -91%
PCMC
914
Private Capital Management (Colorado)
Colorado
$569K -$10.8K -62 -2%
EIP
915
Ellis Investment Partners
Pennsylvania
$565K +$698 +4 +0.1%
AF
916
Apollon Financial
South Carolina
$562K +$872 +5 +0.2%
BA
917
Bristlecone Advisors
Washington
$562K
CPIA
918
Cornell Pochily Investment Advisors
New York
$561K +$58.3K +334 +12%
Diamond Hill Capital Management
919
Diamond Hill Capital Management
Ohio
$561K +$561K +3,213 New
DC
920
Davenport & Co
Virginia
$556K +$16K +92 +3%
CSWM
921
Cassady Schiller Wealth Management
Ohio
$555K
TAM
922
Titleist Asset Management
Texas
$554K +$10.1K +58 +2%
CCG
923
Catalina Capital Group
California
$553K +$35.6K +204 +7%
GWS
924
Glassman Wealth Services
Virginia
$551K
GG
925
Greenwood Gearhart
Arkansas
$551K