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iShares Russell 1000 Value ETF

1,565 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 527 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,565
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.64%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
527
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
1226
Private Wealth Partners
California
$286K
TW
1227
TrinityPoint Wealth
Connecticut
$286K +$45K +237 +19%
LWMT
1228
Legacy Wealth Management (Tennessee)
Tennessee
$285K
BHWM
1229
Beaird Harris Wealth Management
Texas
$285K -$15.8K -83 -5%
AWAP
1230
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K
NAM
1231
NorthCrest Asset Manangement
Minnesota
$283K -$1.46M -7,706 -84%
DCM
1232
Donaldson Capital Management
Indiana
$282K
FCA
1233
FinTrust Capital Advisors
South Carolina
$282K
FPTW
1234
Franklin, Parlapiano, Turner & Welch
Texas
$282K
RWP
1235
Ridgecrest Wealth Partners
California
$281K
SSWM
1236
Smith Salley Wealth Management
North Carolina
$280K -$5.5K -29 -2%
BHA
1237
Beech Hill Advisors
New York
$280K
NHC
1238
Nicholas Hoffman & Company
Georgia
$280K -$91.1K -480 -25%
MWM
1239
Merriman Wealth Management
Washington
$279K -$126K -662 -31%
Russell Investments Group
1240
Russell Investments Group
United Kingdom
$278K +$16.3K +86 +6%
Koshinski Asset Management
1241
Koshinski Asset Management
Illinois
$278K +$18.4K +97 +7%
BFWM
1242
Bright Futures Wealth Management
New York
$278K
BW
1243
BIP Wealth
Georgia
$276K +$380 +2 +0.1%
BB
1244
Bell Bank
North Dakota
$275K
CM
1245
Cornerstone Management
Georgia
$274K
GA
1246
Gordian Advisors
Arizona
$274K
EWM
1247
Echo Wealth Management
Minnesota
$272K -$32.8K -173 -11%
PP
1248
Pacifica Partners
Canada
$272K
SW
1249
SteelPeak Wealth
California
$271K +$10.8K +57 +4%
FAM
1250
Formidable Asset Management
Ohio
$271K -$13.7K -72 -5%