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iShares Russell 1000 Value ETF

1,564 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 526 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.62%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
526
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MM
1451
Main Management
California
$61K
MFG
1452
Mendota Financial Group
Wisconsin
$60.2K
DP
1453
Denver PWM
Colorado
$59.7K +$379 +2 +0.6%
CB
1454
CNB Bank
Pennsylvania
$57.9K
CPA
1455
Clear Point Advisors
New York
$57.7K +$190 +1 +0.3%
NFA
1456
Northwest Financial Advisors
Virginia
$57.1K +$57.1K +301 New
APW
1457
Atlantic Private Wealth
North Carolina
$57.1K
FFWM
1458
Future Financial Wealth Management
Ohio
$56.9K +$56.9K +300 New
NCM
1459
Northwest Capital Management
Oregon
$56.6K
GA
1460
GoalVest Advisory
New York
$56.6K +$56.6K +298 New
SIS
1461
Sound Income Strategies
Florida
$55.8K +$379 +2 +0.7%
PSB
1462
Piscataqua Savings Bank
New Hampshire
$55K
AWA
1463
Authentikos Wealth Advisory
California
$54.3K +$54.3K +286 New
OSNBOA
1464
Old Second National Bank of Aurora
Illinois
$53.9K
RWPA
1465
Richard W. Paul & Associates
Michigan
$53K -$1.71K -9 -3%
EWP
1466
Elevation Wealth Partners
California
$52.4K -$2.05M -10,788 -98%
NSIM
1467
North Star Investment Management
Illinois
$51K
CLOS
1468
Compagnie Lombard Odier SCmA
Switzerland
$50.9K +$50.9K +268 New
CJ
1469
Caitlin John
Michigan
$50.7K
PIP
1470
Peachtree Investment Partners
Florida
$50.3K +$13.3K +70 +36%
HWA
1471
HHM Wealth Advisors
Tennessee
$47.3K
HR
1472
Howe & Rusling
New York
$47.3K +$27.9K +147 +144%
JHCP
1473
Jackson Hole Capital Partners
Oklahoma
$46.9K
RA
1474
Rise Advisors
New York
$46.5K +$190 +1 +0.4%
VNA
1475
Valley National Advisers
Pennsylvania
$46K