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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 %
SAM
1276
S.A. Mason
Michigan
$223K
RCM
1277
RMR Capital Management
California
$222K -$44.5K -255 -17%
GIP
1278
Greatmark Investment Partners
Georgia
$222K
TW
1279
TrinityPoint Wealth
Connecticut
$221K +$174 +1 +0.1%
OPA
1280
Old Port Advisors
Maine
$221K
HC
1281
Hourglass Capital
Texas
$221K -$51.5K -295 -19%
LA
1282
LPF Advisors
Florida
$220K
BSA
1283
Braun Stacey Associates
New York
$220K -$24.4K -140 -10%
OCM
1284
Orion Capital Management
California
$219K
SCP
1285
Stevens Capital Partners
Nebraska
$219K -$6.98K -40 -3%
AA
1286
Addison Advisors
Vermont
$218K
SCM
1287
Steele Capital Management
Iowa
$218K
NC
1288
NovaPoint Capital
Georgia
$216K
AP
1289
Atwood & Palmer
Missouri
$215K
CKAIS
1290
Christensen King & Associates Investment Services
Washington
$215K -$49.2K -282 -19%
FWA
1291
FSM Wealth Advisors
Ohio
$215K +$175 +1 +0.1%
RW
1292
REDW Wealth
New Mexico
$214K +$174 +1 +0.1%
BPFA
1293
Barnes Pettey Financial Advisors
Mississippi
$213K
SG
1294
Sharper & Granite
California
$213K
WRPWM
1295
Werba Rubin Papier Wealth Management
California
$213K +$213K +1,218 New
CFSG
1296
Community Financial Services Group
Vermont
$212K -$4.36K -25 -2%
BB
1297
Berkshire Bank
Massachusetts
$212K -$65.1K -373 -24%
GI
1298
Gradient Investments
Minnesota
$211K +$68.6K +393 +48%
FFP
1299
FourThought Financial Partners
Florida
$210K -$166K -949 -44%
CC
1300
Commons Capital
Massachusetts
$210K +$175 +1 +0.1%