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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 %
FCFC
1151
First Commonwealth Financial Corp
Pennsylvania
$312K +$5.06K +29 +2%
UWM
1152
USAdvisors Wealth Management
Minnesota
$311K -$70.4K -405 -18%
CFGS
1153
Concourse Financial Group Securities
Alabama
$311K +$349 +2 +0.1%
FA
1154
Fountainhead AM
New Jersey
$309K
RMDI
1155
R.M. Davis Inc
Maine
$308K -$8.72K -50 -3%
MWP
1156
Madison Wealth Partners
Wisconsin
$307K
AWM
1157
Altus Wealth Management
Kentucky
$307K
JJBC
1158
James J. Burns & Company
New York
$305K +$305K +1,748 New
AMBIA
1159
Allen Mooney & Barnes Investment Advisors
Georgia
$305K
FW
1160
Fairway Wealth
Ohio
$304K
APW
1161
Acima Private Wealth
Virginia
$304K -$171K -978 -36%
WA
1162
Wealth Architects
California
$304K
FRA
1163
Frank Rimerman Advisors
California
$301K
ME
1164
McIlrath & Eck
Washington
$301K +$16.4K +94 +6%
PWP
1165
Perfromance Wealth Partners
Illinois
$301K -$52.3K -300 -15%
FIC
1166
FCG Investment Company
Tennessee
$301K
TWP
1167
Total Wealth Planning
Ohio
$298K
RG
1168
Rathbones Group
United Kingdom
$297K +$16.6K +95 +6%
CFA
1169
CWS Financial Advisors
Michigan
$296K +$872 +5 +0.3%
SPC
1170
Spirepoint Private Client
Florida
$296K
PWA
1171
Phoenix Wealth Advisors
North Carolina
$295K -$40.1K -230 -12%
BWM
1172
BCGM Wealth Management
Indiana
$294K +$349 +2 +0.1%
JFA
1173
JNBA Financial Advisors
Minnesota
$293K
SS
1174
Sunbelt Securities
Texas
$293K +$22K +126 +8%
FPB
1175
First PREMIER Bank
South Dakota
$293K