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iShares Russell 1000 Value ETF

1,714 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
901
Matthew Goff Investment Advisor
Texas
$812K -$926 -5 -0.1%
WTA
902
Washington Trust Advisors
Massachusetts
$810K +$139K +749 +21%
AWM
903
Accurate Wealth Management
Florida
$808K -$378K -2,059 -32%
BWP
904
BSW Wealth Partners
Colorado
$807K
FHA
905
Flagship Harbor Advisors
Massachusetts
$806K -$12.8K -69 -2%
MA
906
Mezzasalma Advisors
New Jersey
$802K +$802K +4,333 New
CGPCS
907
Capital Group Private Client Services
California
$802K +$170K +918 +27%
PAM
908
Palisade Asset Management
Minnesota
$800K +$185 +1 +0%
NF
909
Nvest Financial
New Hampshire
$799K +$15.9K +86 +2%
FSA
910
Fort Sheridan Advisors
Illinois
$794K +$73.9K +399 +10%
ACA
911
Atlas Capital Advisors
Wyoming
$792K +$86.6K +468 +12%
AG
912
Ascent Group
Virginia
$791K -$1.35M -7,269 -63%
Wellington Management Group
913
Wellington Management Group
Massachusetts
$788K +$8.15K +44 +1%
LTL
914
Lowery Thomas LLC
California
$787K +$4.26K +23 +0.5%
AF
915
Advisornet Financial
Minnesota
$786K +$271K +1,466 +53%
PCMC
916
Private Capital Management (Colorado)
Colorado
$780K
CFO
917
CVA Family Office
Colorado
$774K
PCMC
918
Paragon Capital Management (Colorado)
Colorado
$774K -$96.1K -519 -11%
Fisher Asset Management
919
Fisher Asset Management
Washington
$774K +$356K +1,920 +85%
LBC
920
Lowe Brockenbrough & Co
Virginia
$773K
LA
921
Legacy Advisors
Pennsylvania
$772K
WIC
922
Woodmont Investment Counsel
Tennessee
$770K -$21.8K -118 -3%
FUBT
923
First United Bank & Trust
Maryland
$769K -$6.48K -35 -0.8%
PIFP
924
Partners in Financial Planning
Virginia
$768K
ECM
925
Evergreen Capital Management
Washington
$766K