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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 %
AT
1476
Arlington Trust
Alabama
$45.6K
GFPC
1477
Global Financial Private Client
Florida
$44.6K
NIC
1478
Northwest Investment Counselors
Oregon
$44.3K +$44.3K +234 New
NECFA
1479
New England Capital Financial Advisors
Connecticut
$44K
CHA
1480
Carmichael Hill & Associates
Maryland
$43.5K +$36.6K +193 +536%
FFA
1481
Frazier Financial Advisors
Ohio
$42.7K -$1.9K -10 -4%
JFG
1482
JDM Financial Group
Texas
$40.8K +$190 +1 +0.5%
AWM
1483
Abound Wealth Management
Tennessee
$38.2K +$1.33K +7 +4%
AWM
1484
Aberdeen Wealth Management
Illinois
$38K
CCM
1485
Chilton Capital Management
Texas
$35.7K -$9.87K -52 -22%
PFSC
1486
Peoples Financial Services Corp
Pennsylvania
$35.1K
SIC
1487
SJS Investment Consulting
Ohio
$34.7K +$21.3K +112 +158%
AIM
1488
Access Investment Management
Georgia
$34.2K
SC
1489
Stephens Consulting
Michigan
$32.6K -$5.13K -27 -14%
SIM
1490
Studio Investment Management
Illinois
$32.6K
EBA
1491
Eagle Bay Advisors
New York
$32.5K +$32.5K +171 New
CTA
1492
Colonial Trust Advisors
South Carolina
$32.1K
VWM
1493
Valley Wealth Managers
New Jersey
$31.9K +$8.73K +46 +38%
MLA
1494
MB, Levis & Associates
Pennsylvania
$31.1K
CFG
1495
CKW Financial Group
Hawaii
$31K
Amundi
1496
Amundi
France
$30.7K +$7.39K +39 +32%
DAM
1497
Delta Asset Management
Tennessee
$30.4K
FAM
1498
Family Asset Management
South Carolina
$28.7K
BAM
1499
Bellevue Asset Management
Washington
$28.5K
DWS
1500
Dynamic Wealth Strategies
California
$28K