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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 %
SFWC
1201
Strategic Family Wealth Counselors
New Jersey
$388K +$1.3K +7 +0.3%
LKWM
1202
Lee-Kelleher Wealth Management
Maryland
$385K +$385K +2,081 New
WH
1203
Willner & Heller
California
$384K -$6.67K -36 -2%
MCA
1204
MSH Capital Advisors
Arizona
$383K +$1.85K +10 +0.5%
FMTCOCP
1205
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$382K
AAM
1206
Austin Asset Management
Texas
$381K +$370 +2 +0.1%
AAG
1207
Armstrong Advisory Group
Massachusetts
$380K -$925 -5 -0.2%
GA
1208
Greenspring Advisors
Maryland
$378K
TSWM
1209
Triangle Securities Wealth Management
North Carolina
$376K -$1.67K -9 -0.4%
ME
1210
McIlrath & Eck
Washington
$375K -$1.85K -10 -0.5%
CCM
1211
Canal Capital Management
Virginia
$375K +$1.67K +9 +0.4%
CCA
1212
Cobblestone Capital Advisors
New York
$375K +$2.78K +15 +0.7%
Russell Investments Group
1213
Russell Investments Group
United Kingdom
$375K +$104K +562 +38%
MA
1214
MCF Advisors
Kentucky
$373K
AWMG
1215
Alliance Wealth Management Group
New Jersey
$373K -$62.9K -340 -14%
Members Trust
1216
Members Trust
Florida
$372K -$40.7K -220 -10%
HIMC
1217
Heritage Investors Management Corp
Maryland
$372K +$372K +2,010 New
MC
1218
Matisse Capital
Oregon
$372K +$370 +2 +0.1%
GEA
1219
Glen Eagle Advisors
New Jersey
$371K
CAM
1220
Campion Asset Management
Virginia
$369K -$20.5K -111 -5%
ZF
1221
Zhang Financial
Michigan
$368K -$13K -70 -3%
CAL
1222
Capital Analysts LLC
Pennsylvania
$368K +$20.4K +110 +6%
MWM
1223
Mascagni Wealth Management
Mississippi
$368K +$368K +1,955 New
BCA
1224
Bay Capital Advisors
Virginia
$368K +$368K +1,987 New
WTFG
1225
Wells Trecaso Financial Group
Ohio
$365K