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iShares Russell 1000 Value ETF

1,714 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1351
Wealth Architects
California
$277K -$45K -243 -14%
LNB
1352
Ledyard National Bank
$276K +$18.3K +99 +7%
SL
1353
Sentinus LLC
Illinois
$276K -$170K -918 -38%
DCM
1354
Donaldson Capital Management
Indiana
$275K
FPTW
1355
Franklin, Parlapiano, Turner & Welch
Texas
$275K
RWP
1356
Ridgecrest Wealth Partners
California
$274K
SSWM
1357
Smith Salley Wealth Management
North Carolina
$273K
CA
1358
Crewe Advisors
Utah
$271K +$113K +613 +72%
OFA
1359
Oak Family Advisors
Illinois
$271K -$9.07K -49 -3%
NHC
1360
Nicholas Hoffman & Company
Georgia
$270K -$2.22K -12 -0.8%
NQWM
1361
Northwest Quadrant Wealth Management
Oregon
$270K +$17.8K +96 +7%
BB
1362
Bell Bank
North Dakota
$269K +$741 +4 +0.3%
MLL
1363
Moody Lynn & Lieberson
Massachusetts
$268K +$27.6K +149 +11%
CM
1364
Cornerstone Management
Georgia
$268K
LHWM
1365
Lake Hills Wealth Management
Texas
$266K +$2.22K +12 +0.8%
EMC
1366
Everest Management Corp
California
$266K +$266K +1,437 New
EWM
1367
Echo Wealth Management
Minnesota
$266K
AFA
1368
Arlington Financial Advisors
California
$265K +$265K +1,434 New
KAM
1369
KEB Asset Management
Illinois
$265K +$1.11K +6 +0.4%
FAM
1370
Formidable Asset Management
Ohio
$264K
NAMM
1371
NorthStar Asset Management (Massachusetts)
Massachusetts
$264K
VWM
1372
Verus Wealth Management
Wisconsin
$264K +$264K +1,424 New
SCM
1373
Sollinda Capital Management
Florida
$263K
HGWM
1374
Horst & Graben Wealth Management
Oregon
$263K -$26.5K -143 -9%
RGC
1375
Roberts, Glore & Co
Illinois
$262K