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iShares Russell 1000 Value ETF

1,565 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 527 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,565
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.64%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
527
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
1051
Montis Financial
Massachusetts
$441K +$11.6K +61 +3%
PWM
1052
PBMares Wealth Management
Virginia
$441K +$68.3K +360 +18%
HP
1053
HT Partners
Connecticut
$441K
SMA
1054
Sage Mountain Advisors
Georgia
$439K +$1.9K +10 +0.4%
SIA
1055
Soltis Investment Advisors
Utah
$439K +$2.66K +14 +0.6%
HFS
1056
Heritage Financial Services
Massachusetts
$438K
BCWM
1057
Bartlett & Co Wealth Management
Ohio
$437K +$26.6K +140 +6%
NRI
1058
NFP Retirement Inc
California
$437K +$69.1K +364 +19%
MC
1059
Moors & Cabot
Massachusetts
$436K +$14.4K +76 +3%
EW
1060
Evoke Wealth
California
$435K +$435K +2,291 New
MC
1061
McCarthy & Cox
Ohio
$434K +$569 +3 +0.1%
SFC
1062
Strategic Financial Concepts
Texas
$431K -$78.3M -412,686 -99%
PIA
1063
Petredis Investment Advisors
Pennsylvania
$430K
BLC
1064
Brown, Lisle/Cummings
Rhode Island
$429K -$36.1K -190 -8%
Fisher Asset Management
1065
Fisher Asset Management
Washington
$429K -$891K -4,693 -68%
HGERS
1066
Householder Group Estate & Retirement Specialist
Arizona
$424K -$105K -555 -20%
TW
1067
TritonPoint Wealth
Maryland
$424K -$74.4K -393 -15%
Members Trust
1068
Members Trust
Florida
$423K
MSA
1069
Marino Stram & Associates
Massachusetts
$423K +$8.73K +46 +2%
RSWA
1070
Robinson Smith Wealth Advisors
Maine
$422K -$15.8K -83 -4%
HCM
1071
Hollencrest Capital Management
California
$422K
FWIA
1072
Fort Washington Investment Advisors
Ohio
$422K +$121K +640 +40%
CFP
1073
Curran Financial Partners
South Carolina
$420K -$7.02K -37 -2%
PTP
1074
Platform Technology Partners
New York
$419K +$143K +756 +52%
CF
1075
Clarity Financial
Texas
$419K