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iShares Russell 1000 Value ETF

1,503 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, 544 reducing their positions, and 82 closing their positions.

Holders
1,503
Holders Change
-23
Holders Change %
-1.51%
% of All Funds
21.86%
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
544
Closed
82
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M
Name Market Value Shares Shares
Change
Shares
Change %
GL
101
Graypoint LLC
New York
$34M 194,648 -2,356 -1%
JE
102
JMAC Enterprises
Pennsylvania
$33.6M 192,517 +5,127 +3%
GAB
103
German American Bancorp
Indiana
$33.3M 190,673 -3,657 -2%
CWM
104
Congress Wealth Management
Massachusetts
$33M 188,957 +441 +0.2%
Cerity Partners
105
Cerity Partners
New York
$32.9M 188,742 +1,433 +0.8%
AIA
106
Alera Investment Advisors
Illinois
$32.1M 184,138 -559,948 -75%
MWM
107
Mission Wealth Management
California
$31.9M 182,994 -18,837 -9%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$31.9M 182,610 +244 +0.1%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$31.9M 182,572 +5,415 +3%
TPWA
110
TRUE Private Wealth Advisors
Oregon
$29.8M 170,674 -4,577 -3%
LFWA
111
LBJ Family Wealth Advisors
Texas
$29.7M 169,993 -1,726 -1%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$29.6M 169,732 +5,913 +4%
LL
113
LWMG LLC
Minnesota
$29.2M 167,174 +15,788 +10%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$28.6M 164,586 -2,555 -2%
PFP
115
Pinnacle Financial Partners
Tennessee
$28M 160,304 -1,598 -1%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$27.5M 157,857 +23,168 +17%
Boston Partners
117
Boston Partners
Massachusetts
$27.5M 157,484 +103,845 +194%
HWM
118
HB Wealth Management
Georgia
$27.4M 156,914 -28 -0%
NYLIM
119
New York Life Investment Management
New York
$27.3M 156,332 +75,469 +93%
EIC
120
Equity Investment Corp
Georgia
$27.2M 155,993 +84,257 +117%
BWCS
121
Beirne Wealth Consulting Services
Connecticut
$26.2M 150,292 +8,847 +6%
ANTB
122
AMG National Trust Bank
Colorado
$25.8M 147,842 +4,587 +3%
KeyBank National Association
123
KeyBank National Association
Ohio
$25.5M 145,950 -4,406 -3%
American Century Companies
124
American Century Companies
Missouri
$25.1M 143,677 -21,519 -13%
RWB
125
RMR Wealth Builders
New Jersey
$23.7M 135,954 -585 -0.4%