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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 %
AHB
1101
Abner Herrman & Brock
New Jersey
$349K
WG
1102
Watchman Group
Texas
$347K -$37.7K -216 -10%
HWP
1103
Highline Wealth Partners
California
$345K +$1.22K +7 +0.4%
WTFG
1104
Wells Trecaso Financial Group
Ohio
$344K
BI
1105
Berkeley Inc
Idaho
$344K -$103K -591 -23%
GPW
1106
Gray Private Wealth
Massachusetts
$344K
PEA
1107
Park Edge Advisors
Ohio
$344K -$217K -1,242 -39%
HPIA
1108
Hamilton Point Investment Advisors
North Carolina
$343K
PWM
1109
PBMares Wealth Management
Virginia
$342K
NHC
1110
Nicholas Hoffman & Company
Georgia
$341K -$17.1K -98 -5%
CWG
1111
Cornerstone Wealth Group
North Carolina
$339K +$872 +5 +0.3%
RT
1112
Rockland Trust
Massachusetts
$338K
JGIA
1113
Jackson Grant Investment Advisers
Connecticut
$338K +$175 +1 +0.1%
NRI
1114
NFP Retirement Inc
California
$338K
IWA
1115
Inspirion Wealth Advisors
Illinois
$338K
AAG
1116
Armstrong Advisory Group
Massachusetts
$337K -$28.1K -161 -8%
FPCG
1117
Forum Private Client Group
Indiana
$336K -$9.07K -52 -3%
MDCM
1118
Morgan Dempsey Capital Management
Wisconsin
$336K +$216K +1,238 +180%
AC
1119
Addison Capital
Pennsylvania
$336K +$19.2K +110 +6%
SF
1120
Safeguard Financial
Wisconsin
$335K -$10.5K -60 -3%
MP
1121
McDonald Partners
Ohio
$334K -$1.92K -11 -0.6%
AWA
1122
Arbor Wealth Advisors
Michigan
$333K
CAM
1123
Cozad Asset Management
Illinois
$333K
BCMLT
1124
Beacon Capital Management LLC (Tennessee)
Tennessee
$332K +$45K +258 +16%
IWM
1125
Integris Wealth Management
California
$331K