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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 %
AIP
1176
Ameritas Investment Partners
Nebraska
$290K +$50.4K +289 +21%
APC
1177
Aspire Private Capital
North Carolina
$290K
EL
1178
EWA LLC
Pennsylvania
$289K +$1.08K +6 +0.4%
DA
1179
Doliver Advisors
Texas
$288K
SEEDPG
1180
S.E.E.D. Planning Group
New York
$288K
EPM
1181
Elm Partners Management
Pennsylvania
$284K -$9.77K -56 -3%
MBTD
1182
Mechanics Bank - Trust Department
California
$284K -$10.5K -60 -4%
PWP
1183
Principle Wealth Partners
Connecticut
$283K
ST
1184
Sabal Trust
Florida
$282K
SFWC
1185
Strategic Family Wealth Counselors
New Jersey
$281K +$16.1K +92 +6%
SRL
1186
Scientech Research LLC
New Jersey
$281K +$281K +1,609 New
EWM
1187
Echo Wealth Management
Minnesota
$281K -$1.92K -11 -0.7%
MPCG
1188
Matrix Private Capital Group
New York
$279K +$49.4K +283 +22%
GWMR
1189
GC Wealth Management RIA
Massachusetts
$277K -$2.79K -16 -1%
BEAM
1190
Baker Ellis Asset Management
Washington
$277K +$17.4K +100 +7%
GM
1191
GeoWealth Management
Illinois
$277K +$277K +1,586 New
BHWM
1192
Beaird Harris Wealth Management
Texas
$276K +$10.5K +60 +4%
TC
1193
Trust Company
Kansas
$276K -$5.06K -29 -2%
FWIA
1194
Fort Washington Investment Advisors
Ohio
$276K
BFEC
1195
Benjamin F. Edwards & Company
Missouri
$275K
RRWA
1196
Rainey & Randall Wealth Advisors
Florida
$275K +$175 +1 +0.1%
SWM
1197
Stockman Wealth Management
Montana
$275K
MWM
1198
MorganRosel Wealth Management
Colorado
$275K +$30.9K +177 +13%
SA
1199
Sicart Associates
New York
$275K
JPWM
1200
Jamison Private Wealth Management
Georgia
$274K