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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 %
IP
1051
Ignite Planners
California
$386K +$386K +2,222 New
KWM
1052
Keebeck Wealth Management
Illinois
$386K
CF
1053
Clarity Financial
Texas
$385K
KA
1054
Klingman & Associates
New York
$385K
GKIM
1055
GW&K Investment Management
Massachusetts
$384K +$523 +3 +0.1%
DPW
1056
DiNuzzo Private Wealth
Pennsylvania
$383K
QPW
1057
Quantum Private Wealth
Florida
$383K +$383K +2,194 New
LPAM
1058
Lodestar Private Asset Management
California
$382K +$382K +2,192 New
GTAM
1059
Global Trust Asset Management
Florida
$382K -$872 -5 -0.2%
CIC
1060
Carnegie Investment Counsel
Ohio
$382K -$3.03M -17,385 -89%
MSA
1061
Marino Stram & Associates
Massachusetts
$381K +$174 +1 +0%
PPW
1062
Pasadena Private Wealth
California
$380K
TCOV
1063
Trust Company of Vermont
Vermont
$379K -$698 -4 -0.2%
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$378K
PWM
1065
Power Wealth Management
Georgia
$377K -$166K -952 -31%
CCG
1066
Coastwise Capital Group
California
$375K +$174 +1 +0%
GC
1067
Gibson Capital
Pennsylvania
$374K
MWM
1068
Merriman Wealth Management
Washington
$372K +$91.3K +523 +32%
CAL
1069
Capital Analysts LLC
Pennsylvania
$372K +$107K +615 +41%
WAM
1070
Weatherly Asset Management
California
$371K
PWS
1071
Private Wealth Strategies
Ohio
$371K +$872 +5 +0.2%
CW
1072
CreativeOne Wealth
Kansas
$370K -$1.4M -8,026 -79%
RP
1073
Rice Partnership
Hawaii
$370K +$60.9K +349 +20%
PCH
1074
PGIM Custom Harvest
New Jersey
$369K +$18.3K +105 +5%
PJWM
1075
Philip James Wealth Mangement
Georgia
$369K +$1.57K +9 +0.4%