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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 %
CF
1351
Centaurus Financial
California
$114K
GWSG
1352
GPS Wealth Strategies Group
Colorado
$114K -$29.3K -168 -20%
T
1353
Tidemark
California
$112K
TH
1354
TCTC Holdings
Texas
$111K
MG
1355
MilWealth Group
Wisconsin
$108K
USB
1356
Union Savings Bank
Connecticut
$106K
AGWCA
1357
Annis Gardner Whiting Capital Advisors
Florida
$104K -$14.7K -84 -12%
RIA
1358
Realta Investment Advisors
Delaware
$104K -$379K -2,172 -78%
WAG
1359
Windsor Advisory Group
Ohio
$102K
LIA
1360
Lynx Investment Advisory
District of Columbia
$102K +$102K +585 New
SFC
1361
SYM Financial Corp
Indiana
$102K +$102K +585 New
FPF
1362
First Pacific Financial
Washington
$100K +$349 +2 +0.3%
CSC
1363
Caldwell Sutter Capital
California
$100K -$12.2K -70 -11%
WPA
1364
West Paces Advisors
Georgia
$99.1K
PA
1365
Pineridge Advisors
Missouri
$99.1K
FCAS
1366
First Command Advisory Services
Texas
$97.9K -$15.9K -91 -14%
LWANC
1367
Laurel Wealth Advisors (North Carolina)
North Carolina
$96.1K
WWM
1368
Wolff Wiese Magana
California
$94.2K
BWP
1369
Baldwin Wealth Partners
Massachusetts
$87.2K
GLR
1370
Great Lakes Retirement
Ohio
$86.5K +$86.5K +496 New
AIA
1371
Arcadia Investment Advisors
Idaho
$84.3K
SL
1372
Salomon & Ludwin
Virginia
$80.1K
CTWM
1373
Cherry Tree Wealth Management
Minnesota
$79.7K -$4.36K -25 -5%
TCM
1374
TD Capital Management
Tennessee
$79.2K
MSS
1375
Mitchell Sinkler & Starr
Pennsylvania
$77.8K +$77.8K +430 New