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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 %
BIC
1326
Beach Investment Counsel
Pennsylvania
$174K +$174K +1,000 New
FCMT
1327
Founders Capital Management (Texas)
Texas
$172K
TFM
1328
TFC Financial Management
Massachusetts
$172K
WBC
1329
West Branch Capital
Massachusetts
$167K
SWM
1330
Sugarloaf Wealth Management
Georgia
$166K
IRC
1331
Investors Research Corp
Georgia
$162K
BMC
1332
Bear Mountain Capital
Washington
$158K
DFC
1333
DB Fitzpatrick & Co
Idaho
$156K -$192K -1,101 -55%
MFT
1334
Moisand Fitzgerald Tamayo
Florida
$154K
W
1335
WealthCollab
Washington
$151K
CFD
1336
Creative Financial Designs
Indiana
$149K -$13.1K -75 -8%
PCWA
1337
Pacific Capital Wealth Advisors
California
$149K +$16.8K +96 +13%
CA
1338
Crewe Advisors
Utah
$148K -$24.8K -142 -14%
AWM
1339
Avondale Wealth Management
Texas
$144K -$109K -626 -43%
OP
1340
ORG Partners
Indiana
$142K +$142K +818 New
BCP
1341
Blue Chip Partners
Michigan
$138K +$349 +2 +0.3%
RFA
1342
Register Financial Advisors
Georgia
$136K +$3.14K +18 +2%
WIM
1343
Westside Investment Management
California
$130K +$60K +344 +86%
FPFS
1344
First Personal Financial Services
North Carolina
$129K
PCA
1345
Providence Capital Advisors
North Carolina
$129K +$61.9K +355 +92%
HBT
1346
Hills Bank & Trust
Iowa
$126K
DF
1347
Dunhill Financial
United Kingdom
$122K +$349 +2 +0.3%
EW
1348
Element Wealth
Mississippi
$120K
EDRH
1349
Edmond de Rothschild Holding
Switzerland
$118K
VC
1350
Vestor Capital
Illinois
$116K +$174 +1 +0.2%