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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 %
DWP
1476
Daymark Wealth Partners
Ohio
$211K -$103K -555 -33%
LSWP
1477
Liberty Square Wealth Partners
Pennsylvania
$210K +$210K +1,082 New
NFA
1478
Northern Financial Advisors
Michigan
$210K
PP
1479
Pacifica Partners
Canada
$210K -$55.4K -300 -21%
PA
1480
Probity Advisors
Texas
$208K
IWS
1481
Insight Wealth Strategies
California
$207K +$185 +1 +0.1%
KL
1482
KilterHowling LLC
Colorado
$207K +$1.16K +6 +0.6%
SFG
1483
SNS Financial Group
Minnesota
$207K
KCM
1484
Kathmere Capital Management
Pennsylvania
$204K
IPW
1485
Inlet Private Wealth
Florida
$204K
HNWAG
1486
High Net Worth Advisory Group
Florida
$204K -$5.18K -28 -2%
Schroder Investment Management Group
1487
Schroder Investment Management Group
United Kingdom
$204K -$8.33M -45,000 -98%
VFG
1488
V2 Financial group
Illinois
$204K
NL
1489
NVWM LLC
Pennsylvania
$204K
SA
1490
Seneschal Advisors
Washington
$203K +$203K +1,099 New
FWP
1491
Falcon Wealth Planning
California
$203K +$740 +4 +0.4%
BIP
1492
Blue Investment Partners
California
$202K
ACM
1493
Argent Capital Management
Missouri
$202K +$202K +1,091 New
BA
1494
Bluesphere Advisors
Pennsylvania
$202K +$926 +5 +0.5%
MGWA
1495
Monument Group Wealth Advisors
Massachusetts
$202K
VAF
1496
Values Added Financial
District of Columbia
$200K
WFA
1497
West Financial Advisors
Iowa
$198K +$133K +719 +205%
CWM
1498
Copia Wealth Management
Oregon
$195K +$195K +1,055 New
LIA
1499
Luken Investment Analytics
Tennessee
$194K
SAM
1500
Smartleaf Asset Management
Massachusetts
$189K +$42.9K +232 +29%