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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 %
RCM
1501
Richardson Capital Management
Wisconsin
$27.1K
AW
1502
Avion Wealth
Texas
$27K
VCM
1503
Versant Capital Management
Arizona
$26.2K
AIA
1504
Armor Investment Advisors
North Carolina
$25.6K -$1.14K -6 -4%
PWM
1505
Partnership Wealth Management
Maryland
$25K -$7.39K -39 -23%
PPWM
1506
PFG Private Wealth Management
Florida
$24.5K +$24.5K +129 New
MBFW
1507
Morton Brown Family Wealth
Pennsylvania
$24.1K +$3.61K +19 +18%
PCTC
1508
Perkins Coie Trust Company
Washington
$23.7K
LOIP
1509
Live Oak Investment Partners
Texas
$23.7K -$21.8K
CMBA
1510
C.M. Bidwell & Associates
Hawaii
$23.5K
SR
1511
Syntax Research
Florida
$23.2K
TCM
1512
Tanaka Capital Management
New York
$23K
SCA
1513
Stuart Chaussee & Associates
California
$22.2K
FWA
1514
FSC Wealth Advisors
New York
$22K
PFG
1515
Peterson Financial Group
Iowa
$20.6K +$20.6K +108 New
BSB
1516
Bangor Savings Bank
Maine
$20.5K -$7.02K -37 -26%
PIS
1517
POM Investment Strategies
North Carolina
$20.1K
TSMHT
1518
Thurston Springer Miller Herd & Titak
Indiana
$20.1K
CWP
1519
Concord Wealth Partners
Virginia
$19.4K +$761 +4 +4%
CICI
1520
Capital Investment Counsel Inc
North Carolina
$19K
CWM
1521
CarsonAllaria Wealth Management
Illinois
$18.6K
WWP
1522
WR Wealth Planners
Missouri
$18.3K
FMP
1523
Financial Management Professionals
Texas
$18K
FP
1524
Financial Perspectives
Minnesota
$16.5K
GWSA
1525
Global Wealth Strategies & Associates
Colorado
$16.3K