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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 %
JAG
1126
Journey Advisory Group
Kentucky
$331K -$10.5K -60 -3%
PCM
1127
Poehling Capital Management
Wisconsin
$330K
PB
1128
Pinnacle Bancorp
Nebraska
$329K
PCMC
1129
Planning Capital Management Corporation
Pennsylvania
$328K -$174 -1 -0.1%
SC
1130
Stephenson & Company
California
$327K -$39.4K -226 -11%
WT
1131
Washington Trust
Rhode Island
$327K
SWP
1132
ShoreHaven Wealth Partners
New Jersey
$327K +$174 +1 +0.1%
PAI
1133
Pittenger & Anderson Inc
Nebraska
$326K -$69.8K -400 -18%
IIM
1134
Ironwood Investment Management
Massachusetts
$326K
IA
1135
IFG Advisors
Missouri
$325K -$8.72K -50 -3%
KIG
1136
Kowal Investment Group
Wisconsin
$324K +$872 +5 +0.3%
MW
1137
MBL Wealth
North Carolina
$322K
NCM
1138
Noesis Capital Mangement
Florida
$321K -$4.71K -27 -1%
PPW
1139
PACK Private Wealth
Minnesota
$321K
RDFA
1140
Ritter Daniher Financial Advisory
Ohio
$321K
FNB
1141
Farmers National Bank
Kentucky
$320K -$43.1K -247 -12%
OA
1142
Operose Advisors
Wisconsin
$319K -$159K -912 -33%
SSW
1143
Stone Summit Wealth
Florida
$319K
LG
1144
LaFleur & Godfrey
Michigan
$317K -$4.36K -25 -1%
LWM
1145
Liberty Wealth Management
California
$316K +$302K +33,242 +2,171%
AFWM
1146
Abich Financial Wealth Management
Virginia
$314K -$443K -2,537 -58%
BBPWM
1147
Blue Bell Private Wealth Management
Pennsylvania
$313K
UB
1148
Umpqua Bank
Oregon
$313K +$11.3K +65 +4%
TWM
1149
Tanager Wealth Management
United Kingdom
$312K
WMP
1150
Wealth Management Partners
Arizona
$312K