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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 %
VT
1026
Vise Technologies
New York
$409K +$53K +304 +15%
RWMH
1027
Riverpoint Wealth Management Holdings
Illinois
$408K
ACI
1028
Alpha Cubed Investments
California
$407K -$63.9K -366 -14%
SIC
1029
Salem Investment Counselors
North Carolina
$407K
TIM
1030
Tortoise Investment Management
New York
$407K
FC
1031
Fusion Capital
South Carolina
$406K -$25.1K -144 -6%
ACA
1032
Atlas Capital Advisors
Wyoming
$406K +$227K +1,300 +127%
HP
1033
HT Partners
Connecticut
$405K
BWM
1034
BKM Wealth Management
Wisconsin
$404K +$67.5K +387 +20%
RSWA
1035
Robinson Smith Wealth Advisors
Maine
$403K
HFS
1036
Heritage Financial Services
Massachusetts
$402K -$29.1K -167 -7%
SMA
1037
Sage Mountain Advisors
Georgia
$402K
SIA
1038
Soltis Investment Advisors
Utah
$401K -$1.57K -9 -0.4%
MC
1039
McCarthy & Cox
Ohio
$398K +$349 +2 +0.1%
JC
1040
Jentner Corp
Ohio
$398K -$523 -3 -0.1%
PIA
1041
Petredis Investment Advisors
Pennsylvania
$396K
SFP
1042
Strategic Financial Partners
Oregon
$395K -$193K -1,109 -33%
MF
1043
Montis Financial
Massachusetts
$395K
MOS
1044
MGO One Seven
Ohio
$394K -$409K -2,344 -51%
CFP
1045
Curran Financial Partners
South Carolina
$393K -$4.19K -24 -1%
Members Trust
1046
Members Trust
Florida
$389K -$15.9K -91 -4%
ERWM
1047
Elk River Wealth Management
Colorado
$389K -$12.2K -70 -3%
MC
1048
Moors & Cabot
Massachusetts
$388K +$92.7K +531 +31%
HCM
1049
Hollencrest Capital Management
California
$387K
ANBT
1050
American National Bank & Trust
Texas
$386K