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 %
BFO
1001
Biltmore Family Office
North Carolina
$438K +$375K +2,150 +594%
FMTC
1002
Farmers & Merchants Trust Company
California
$436K
WCM
1003
WealthBridge Capital Management
Ohio
$436K +$174 +1 +0%
ST
1004
Spinnaker Trust
Maine
$435K
CAG
1005
Crestwood Advisors Group
Massachusetts
$434K -$37.5K -215 -8%
GGS
1006
Galvin Gaustad & Stein
Arizona
$432K -$9.6K -55 -2%
YIA
1007
YHB Investment Advisors
Connecticut
$431K
DDPIC
1008
Deroy & Devereaux Private Investment Counsel
Michigan
$429K -$11.3K -65 -3%
BLC
1009
Brown, Lisle/Cummings
Rhode Island
$428K -$4.36K -25 -1%
RDWM
1010
Red Door Wealth Management
Tennessee
$424K
PCM
1011
Parsons Capital Management
Rhode Island
$424K
MFS
1012
McNamara Financial Services
Massachusetts
$423K
OWM
1013
Orgel Wealth Management
Wisconsin
$422K
GCM
1014
Gallacher Capital Management
Colorado
$421K +$29.1K +167 +7%
LI
1015
LRI Investments
Florida
$420K
AT
1016
Arden Trust
Delaware
$419K -$11.3K -65 -3%
KIA
1017
KCM Investment Advisors
California
$418K +$190K +1,087 +83%
FNBT
1018
FineMark National Bank & Trust
Florida
$418K +$63.5K +364 +18%
HWA
1019
Heartwood Wealth Advisors
Virginia
$417K
DS
1020
DRW Securities
Illinois
$415K +$415K +2,378 New
CP
1021
Coho Partners
Pennsylvania
$414K +$414K +2,372 New
SC
1022
Schoolcraft Capital
Colorado
$412K +$44.5K +255 +12%
PWW
1023
Pettyjohn Wood & White
Virginia
$412K
AWMG
1024
Alliance Wealth Management Group
New Jersey
$411K
FCAM
1025
First Citizens Asset Management
North Carolina
$410K -$1.22K -7 -0.3%