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iShares Russell 1000 Value ETF

1,714 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1151
Heartwood Wealth Advisors
Virginia
$431K
HP
1152
HT Partners
Connecticut
$430K
TW
1153
TrinityPoint Wealth
Connecticut
$429K +$150K +809 +54%
MF
1154
Montis Financial
Massachusetts
$428K -$2.22K -12 -0.5%
NRI
1155
NFP Retirement Inc
California
$426K
SMA
1156
Sage Mountain Advisors
Georgia
$426K -$1.85K -10 -0.4%
GSWM
1157
Golden State Wealth Management
California
$425K +$425K +2,296 New
ODIJL
1158
One Day In July LLC
Vermont
$424K +$122K +661 +41%
MC
1159
McCarthy & Cox
Ohio
$424K +$370 +2 +0.1%
PIA
1160
Petredis Investment Advisors
Pennsylvania
$420K
BLC
1161
Brown, Lisle/Cummings
Rhode Island
$419K
GTAM
1162
Global Trust Asset Management
Florida
$418K +$12.2K +66 +3%
MSA
1163
Marino Stram & Associates
Massachusetts
$413K +$370 +2 +0.1%
CCFM
1164
Clear Creek Financial Management
Washington
$412K +$412K +2,227 New
DDPIC
1165
Deroy & Devereaux Private Investment Counsel
Michigan
$412K -$18.5K -100 -4%
HCM
1166
Hollencrest Capital Management
California
$411K
FCAM
1167
First Citizens Asset Management
North Carolina
$410K +$4.81K +26 +1%
PTP
1168
Platform Technology Partners
New York
$409K +$185 +1 +0%
CF
1169
Clarity Financial
Texas
$409K
TIM
1170
Tortoise Investment Management
New York
$407K -$25.2K -136 -6%
TCA
1171
Transcend Capital Advisors
New Jersey
$405K -$183K -986 -31%
RWM
1172
Rockwood Wealth Management
Pennsylvania
$405K +$185 +1 +0%
TCOV
1173
Trust Company of Vermont
Vermont
$405K +$2.41K +13 +0.6%
SW
1174
Simplicity Wealth
New Jersey
$404K -$2.83M -15,273 -87%
JC
1175
Jentner Corp
Ohio
$404K