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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 %
Koshinski Asset Management
1251
Koshinski Asset Management
Illinois
$238K -$97.9K -563 -29%
BL
1252
Balentine LLC
Georgia
$238K
1WA
1253
180 Wealth Advisors
Washington
$237K -$2.31K -13 -1%
NQWM
1254
Northwest Quadrant Wealth Management
Oregon
$237K +$1.05K +6 +0.4%
SAG
1255
SageView Advisory Group
California
$236K -$5.96M -34,130 -96%
PP
1256
Patten & Patten
Tennessee
$234K +$174 +1 +0.1%
AC
1257
Abbrea Capital
California
$234K -$348 -2 -0.1%
LNWWM
1258
Laird Norton Wetherby Wealth Management
California
$234K
WA
1259
WealthTrust Axiom
Pennsylvania
$233K
HAM
1260
Harmony Asset Management
Arizona
$232K
MCM
1261
Monument Capital Management
Virginia
$232K
HPC
1262
HM Payson & Co
Maine
$232K
M
1263
MOTCO
Texas
$232K
DAS
1264
Diversify Advisory Services
Utah
$231K +$26.4K +152 +13%
POIA
1265
Pin Oak Investment Advisors
Texas
$231K
HFM
1266
Harvest Fund Management
China
$230K
LFP
1267
Lakeshore Financial Planning
Michigan
$230K
LIG
1268
Lokken Investment Group
Delaware
$229K
DWP
1269
Daymark Wealth Partners
Ohio
$229K +$229K +1,311 New
RLIM
1270
Red Lighthouse Investment Management
New York
$228K -$1.39M -7,962 -86%
GWM
1271
GSB Wealth Management
Connecticut
$226K +$17.8K +102 +9%
GKWIM
1272
Gerber Kawasaki Wealth & Investment Management
California
$226K +$125K +717 +124%
FBB
1273
Fulton Breakefield Broenniman
Maryland
$225K +$2.62K +15 +1%
MYIA
1274
Mount Yale Investment Advisors
Colorado
$225K
HWM
1275
Howard Wealth Management
Connecticut
$224K +$175 +1 +0.1%