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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 %
FGAM
1376
Financial Gravity Asset Management
Texas
$73.6K -$113K -645 -60%
IWP
1377
IAG Wealth Partners
Wisconsin
$73.1K
FMB
1378
Field & Main Bank
Kentucky
$71K
CFFP
1379
Center for Financial Planning
Michigan
$68K
ST
1380
Smithfield Trust
Pennsylvania
$67K
IA
1381
IFS Advisors
Kansas
$66.8K
TCM
1382
TruNorth Capital Management
Michigan
$65.8K -$133K -765 -67%
MHR
1383
Matthew Hamilton Rosenberg
$64.8K -$10.7K -62 -14%
SA
1384
SRH Advisors
Kansas
$64.6K
PWMG
1385
Prestige Wealth Management Group
New Jersey
$63K
HT
1386
Headlands Technologies
Illinois
$62.3K +$62.3K +357 New
WFA
1387
West Financial Advisors
Iowa
$61.2K
SN
1388
Sittner & Nelson
Oregon
$60.4K
SAM
1389
Smartleaf Asset Management
Massachusetts
$58.4K
CPG
1390
Cornerstone Planning Group
New Jersey
$57.1K +$9.4K +54 +20%
MM
1391
Main Management
California
$56K
MFG
1392
Mendota Financial Group
Wisconsin
$55.3K
RFS
1393
Richardson Financial Services
Massachusetts
$54.8K
DP
1394
Denver PWM
Colorado
$54.6K +$54.6K +313 New
VWM
1395
Venturi Wealth Management
Texas
$53.4K -$28.6K -164 -35%
CB
1396
CNB Bank
Pennsylvania
$53.2K
CPA
1397
Clear Point Advisors
New York
$52.8K +$349 +2 +0.7%
APW
1398
Atlantic Private Wealth
North Carolina
$52.5K
NCM
1399
Northwest Capital Management
Oregon
$52K -$88.1K -505 -63%
SIS
1400
Sound Income Strategies
Florida
$51K +$175 +1 +0.3%