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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 %
SNBOSD
1451
Security National Bank of So Dak
Iowa
$223K +$223K +1,205 New
LWM
1452
LongView Wealth Management
Georgia
$222K
MTIC
1453
Missouri Trust & Investment Company
Missouri
$222K
GWMR
1454
GC Wealth Management RIA
Massachusetts
$222K -$68.5K -370 -24%
LBC
1455
Leigh Baldwin & Co
New York
$222K +$222K +1,197 New
PWM
1456
Pines Wealth Management
North Carolina
$221K +$221K +1,205 New
TF
1457
Trek Financial
Arizona
$220K
RC
1458
Roundview Capital
New Jersey
$219K
HC
1459
Hourglass Capital
Texas
$219K
WA
1460
WBH Advisory
Maryland
$218K
PIMG
1461
Patriot Investment Management Group
Tennessee
$217K
WI
1462
Wintrust Investments
Illinois
$217K -$214K -1,157 -50%
BWM
1463
BCS Wealth Management
Tennessee
$217K +$217K +1,172 New
PMWMG
1464
Parr McKnight Wealth Management Group
Minnesota
$217K +$217K +1,172 New
FFP
1465
FourThought Financial Partners
Florida
$216K
SAG
1466
SageView Advisory Group
California
$216K
CRI
1467
Commonwealth Retirement Investments
Virginia
$216K
SAI
1468
Savvy Advisors Inc
New York
$216K
EBT
1469
Enterprise Bank & Trust
Massachusetts
$215K
CFSG
1470
Community Financial Services Group
Vermont
$215K -$9.44K -51 -4%
RRCM
1471
Rappaport Reiches Capital Management
Illinois
$215K
FAC
1472
Financial Advisory Corporation
Michigan
$215K +$215K +1,161 New
BCM
1473
Brookmont Capital Management
Texas
$212K -$5K -27 -2%
TCB
1474
Texas Capital Bancshares
Texas
$212K
CFP
1475
Catalyst Financial Partners
Massachusetts
$212K