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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 %
BW
1076
Bison Wealth
Georgia
$368K
OIM
1077
Oder Investment Management
California
$368K
HBW
1078
Hazlett, Burt & Watson
West Virginia
$367K -$11.7K -67 -3%
WH
1079
Willner & Heller
California
$366K +$1.4K +8 +0.4%
DCM
1080
DGS Capital Management
New Jersey
$365K +$42.7K +245 +13%
TCA
1081
Transcend Capital Advisors
New Jersey
$361K -$10.8K -62 -3%
AO
1082
Advisor OS
Illinois
$360K +$15.2K +87 +4%
RWM
1083
Rockwood Wealth Management
Pennsylvania
$359K
LWM
1084
LJI Wealth Management
Indiana
$359K
RFP
1085
Root Financial Partners
California
$359K +$34.5K +198 +11%
AAM
1086
Austin Asset Management
Texas
$359K
TSWM
1087
Triangle Securities Wealth Management
North Carolina
$358K +$4.19K +24 +1%
ZF
1088
Zhang Financial
Michigan
$358K -$14.8K -85 -4%
MFA
1089
McClarren Financial Advisors
Pennsylvania
$358K -$271K -925 -43%
JIP
1090
Jaffetilchin Investment Partners
Florida
$358K +$9.77K +56 +3%
BAM
1091
Belpointe Asset Management
Nevada
$357K -$101K -581 -22%
MCA
1092
MSH Capital Advisors
Arizona
$357K +$1.4K +8 +0.4%
GA
1093
Greenspring Advisors
Maryland
$356K
GLA
1094
Good Life Advisors
Pennsylvania
$352K +$7.5K +43 +2%
MA
1095
MCF Advisors
Kentucky
$352K
CCA
1096
Cobblestone Capital Advisors
New York
$351K -$114K -655 -25%
SFS
1097
Sharp Financial Services
Pennsylvania
$350K
CCM
1098
Canal Capital Management
Virginia
$350K +$1.4K +8 +0.4%
MC
1099
Matisse Capital
Oregon
$350K +$174 +1 +0%
GEA
1100
Glen Eagle Advisors
New Jersey
$349K -$29.3K -168 -8%