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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
1376
WealthTrust Axiom
Pennsylvania
$262K +$15K +81 +6%
WMWM
1377
Wilkins Miller Wealth Management
Alabama
$261K +$261K +1,412 New
Fiera Capital (Canada)
1378
Fiera Capital (Canada)
Quebec, Canada
$261K +$370 +2 +0.1%
EFP
1379
EnRich Financial Partners
Wisconsin
$261K
SCP
1380
Stevens Capital Partners
Nebraska
$261K +$37.8K +204 +17%
BEI
1381
Benjamin Edwards Inc
Missouri
$260K -$35.5K -192 -12%
SIAS
1382
Summit Investment Advisory Services
Minnesota
$259K
FWM
1383
FFT Wealth Management
Pennsylvania
$259K
NB
1384
NBT Bank
New York
$255K
PA
1385
Planning Alternatives
Michigan
$254K
AWM
1386
Activest Wealth Management
Florida
$253K
First Trust Advisors
1387
First Trust Advisors
Illinois
$253K -$3.48M -18,792 -93%
BL
1388
Balentine LLC
Georgia
$252K
ST
1389
Sabal Trust
Florida
$252K +$3.7K +20 +1%
LWM
1390
Liberty Wealth Management
California
$252K -$9.26K -50 -4%
CKAIS
1391
Christensen King & Associates Investment Services
Washington
$251K +$21.7K +116 +9%
AWAP
1392
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$249K -$27.8K -150 -10%
1WA
1393
180 Wealth Advisors
Washington
$248K +$1.3K +7 +0.5%
SWM
1394
Selective Wealth Management
Virginia
$247K +$23.2K +124 +10%
GAG
1395
GM Advisory Group
New York
$247K -$88.1K -476 -26%
HAM
1396
Harmony Asset Management
Arizona
$247K
MCM
1397
Monument Capital Management
Virginia
$246K
HPC
1398
HM Payson & Co
Maine
$246K
M
1399
MOTCO
Texas
$246K
PWS
1400
Proactive Wealth Strategies
Georgia
$245K +$1.3K +7 +0.5%