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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 %
PP
951
PrairieView Partners
Minnesota
$510K
EIA
952
Edgemoor Investment Advisors
Maryland
$507K
BCP
953
Berkeley Capital Partners
Georgia
$504K -$2.44K -14 -0.5%
MWAM
954
Manhattan West Asset Management
California
$501K -$559K -3,203 -53%
LWM
955
Lakeridge Wealth Management
Ohio
$499K +$292K +1,673 +141%
DWM
956
Dechtman Wealth Management
Colorado
$499K -$3.84K -22 -0.8%
CIBC World Market
957
CIBC World Market
Ontario, Canada
$497K +$182K +1,043 +58%
CFP
958
Cascade Financial Partners
California
$497K
CSPAM
959
Cary Street Partners Asset Management
Virginia
$497K +$78.9K +452 +19%
SFG
960
Sovereign Financial Group
Connecticut
$496K -$11.3K -65 -2%
SEIA
961
Signature Estate & Investment Advisors
California
$496K +$496K +2,842 New
WP
962
WealthPLAN Partners
Nebraska
$496K
E3F
963
Eight 31 Financial
Texas
$495K -$19K -109 -4%
CA
964
Centerpoint Advisors
Massachusetts
$494K +$494K +2,831 New
SAG
965
Spotlight Asset Group
Illinois
$494K
MAWA
966
Moss Adams Wealth Advisors
Washington
$492K
PL
967
Plancorp LLC
Missouri
$492K
DJSG
968
D.J. St. Germain
Massachusetts
$489K -$39.6K -227 -7%
HGERS
969
Householder Group Estate & Retirement Specialist
Arizona
$486K -$69.5K -399 -13%
TWA
970
Talisman Wealth Advisors
New Jersey
$485K -$11.9K -68 -2%
FIM
971
Fernwood Investment Management
Massachusetts
$484K
MWA
972
Meridian Wealth Advisors
Texas
$484K +$115K +658 +31%
AA
973
AlphaCentric Advisors
Puerto Rico
$482K -$1.03M -5,909 -68%
MLM
974
Mount Lucas Management
Pennsylvania
$482K -$1.03M -5,909 -68%
IAS
975
Insigneo Advisory Services
Florida
$481K -$74K -425 -13%