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iShares Russell 1000 Value ETF

1,503 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, 544 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-23
Holders Change %
-1.51%
% of All Funds
21.86%
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
544
Closed
82
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
126
Waterloo Capital
Texas
$23.6M -$1.1M -6,308 -4%
SC
127
Savant Capital
Illinois
$23.5M +$360K +2,063 +2%
DAS
128
Dynamic Advisor Solutions
Arizona
$23.5M -$346K -1,981 -1%
CP
129
Covenant Partners
Tennessee
$23.2M -$726K -4,161 -3%
CAL
130
Capital Advisors Ltd
Ohio
$23M +$175K +1,003 +0.8%
WCAMG
131
Woodard & Company Asset Management Group
North Carolina
$23M +$2.38M +13,613 +12%
G
132
Gainplan
Michigan
$22.7M -$20.6M -118,074 -48%
PSP
133
Pacific Sage Partners
Washington
$22.7M +$1.75M +10,048 +8%
CI
134
CX Institutional
Indiana
$22.6M +$63K +361 +0.3%
CG
135
Corundum Group
Colorado
$22.2M +$976K +5,596 +5%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$22.1M -$308K -1,763 -1%
WA
137
Waverly Advisors
Alabama
$21.9M -$148K -846 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
138
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.8M +$21.8M +125,000 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$21.8M -$260K -1,480 -1%
PA
140
PFW Advisors
Georgia
$21.3M -$479K -2,746 -2%
TPCW
141
TD Private Client Wealth
New York
$20.8M -$940K -5,387 -4%
FB
142
Fulton Bank
Pennsylvania
$20.7M -$1.43M -8,195 -6%
Massachusetts Financial Services
143
Massachusetts Financial Services
Massachusetts
$20.1M +$6.33M +36,280 +46%
AC
144
AWM Capital
Arizona
$20.1M -$275K -1,579 -1%
FCI
145
Financial Counselors Inc
Kansas
$19.7M +$118K +674 +0.6%
Principal Financial Group
146
Principal Financial Group
Iowa
$19.4M +$326K +1,870 +2%
TA
147
TruWealth Advisors
Louisiana
$19M +$589K +3,375 +3%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$18M -$492K -2,818 -3%
BCM
149
BTC Capital Management
Iowa
$17.7M +$185K +1,060 +1%
WW
150
Westshore Wealth
California
$17.6M +$625K +3,585 +4%