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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 %
GWM
1401
GSB Wealth Management
Connecticut
$245K +$4.44K +24 +2%
PP
1402
PDS Planning
Ohio
$245K -$42.2K -228 -15%
LWM
1403
Lyell Wealth Management
California
$244K +$244K +1,320 New
TW
1404
Transform Wealth
Colorado
$244K -$36.5K -197 -13%
SA
1405
Sicart Associates
New York
$244K -$5.55K -30 -2%
FOA
1406
Five Oceans Advisors
California
$243K -$121K -656 -33%
LIG
1407
Lokken Investment Group
Delaware
$243K
RLIM
1408
Red Lighthouse Investment Management
New York
$242K
LSA
1409
Lansing Street Advisors
Pennsylvania
$240K +$240K +1,296 New
FYW
1410
Future You Wealth
New York
$239K +$239K +1,293 New
GA
1411
Gordian Advisors
Arizona
$239K -$28.3K -153 -11%
WCM Investment Management
1412
WCM Investment Management
California
$239K +$239K +1,294 New
CCMG
1413
Clark Capital Management Group
Pennsylvania
$239K
HWM
1414
Howard Wealth Management
Connecticut
$237K +$3.89K +21 +2%
KWM
1415
Keebeck Wealth Management
Illinois
$237K +$5.92K +32 +3%
POIA
1416
Pin Oak Investment Advisors
Texas
$237K
MIM
1417
MTM Investment Management
South Carolina
$237K +$14.4K +78 +6%
AWP
1418
Abacus Wealth Partners
California
$237K +$237K +1,279 New
CBT
1419
Crews Bank & Trust
Florida
$237K +$237K +1,279 New
SAM
1420
S.A. Mason
Michigan
$236K
OCM
1421
Orion Capital Management
California
$236K
OP
1422
ORG Partners
Indiana
$236K +$84.3K +455 +56%
RCM
1423
RMR Capital Management
California
$236K
GIP
1424
Greatmark Investment Partners
Georgia
$235K
FBB
1425
Fulton Breakefield Broenniman
Maryland
$235K