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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 %
MIM
1301
MTM Investment Management
South Carolina
$210K
NWM
1302
Northwest Wealth Management
Iowa
$209K -$3.32K -19 -2%
LWM
1303
LongView Wealth Management
Georgia
$209K -$2.79K -16 -1%
MTIC
1304
Missouri Trust & Investment Company
Missouri
$209K
SWM
1305
Selective Wealth Management
Virginia
$209K
RC
1306
Roundview Capital
New Jersey
$209K
AFP
1307
Alpha Financial Partners
Kentucky
$208K +$208K +1,193 New
WA
1308
WBH Advisory
Maryland
$206K -$174 -1 -0.1%
SCM
1309
Stonehearth Capital Management
Massachusetts
$206K
PIMG
1310
Patriot Investment Management Group
Tennessee
$205K
BCM
1311
Brookmont Capital Management
Texas
$204K
FFS
1312
Founders Financial Securities
Maryland
$204K +$204K +1,170 New
CRI
1313
Commonwealth Retirement Investments
Virginia
$203K
SAI
1314
Savvy Advisors Inc
New York
$203K +$203K +1,165 New
EBT
1315
Enterprise Bank & Trust
Massachusetts
$203K
RRCM
1316
Rappaport Reiches Capital Management
Illinois
$203K -$9.95K -57 -5%
SWMP
1317
Signature Wealth Management Partners
New Jersey
$203K +$203K +1,162 New
HNWAG
1318
High Net Worth Advisory Group
Florida
$202K
VFG
1319
V2 Financial group
Illinois
$200K +$200K +1,100 New
NL
1320
NVWM LLC
Pennsylvania
$192K -$7.33K -42 -4%
Schroder Investment Management Group
1321
Schroder Investment Management Group
United Kingdom
$192K
TSWM
1322
Tyler-Stone Wealth Management
Ohio
$186K
LIA
1323
Luken Investment Analytics
Tennessee
$183K
CSB
1324
City State Bank
Iowa
$178K
VAMG
1325
Voisard Asset Management Group
Michigan
$174K +$2.27K +13 +1%