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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 %
AIP
1501
Ameritas Investment Partners
Nebraska
$189K -$21.8K -118 -10%
HC
1502
Hurley Capital
New York
$188K +$188K +1,006 New
CSB
1503
City State Bank
Iowa
$186K -$2.96K -16 -2%
FCMT
1504
Founders Capital Management (Texas)
Texas
$182K
PWM
1505
Parkworth Wealth Management
California
$182K +$182K +983 New
TFM
1506
TFC Financial Management
Massachusetts
$182K
SWM
1507
Sugarloaf Wealth Management
Georgia
$176K
WBC
1508
West Branch Capital
Massachusetts
$174K -$741 -4 -0.4%
WWA
1509
Wingate Wealth Advisors
Massachusetts
$171K +$171K +926 New
STB
1510
S&T Bank
Pennsylvania
$171K +$171K +922 New
GFL
1511
Granite FO LLC
New Hampshire
$167K +$370 +2 +0.2%
MFT
1512
Moisand Fitzgerald Tamayo
Florida
$163K
IWP
1513
IAG Wealth Partners
Wisconsin
$163K
CBT
1514
CoreFirst Bank & Trust
Kansas
$162K +$93.7K +506 +136%
BMC
1515
Bear Mountain Capital
Washington
$161K -$3.88K -20 -2%
CF
1516
Centaurus Financial
California
$161K -$12.8K -69 -7%
W
1517
WealthCollab
Washington
$160K
CFD
1518
Creative Financial Designs
Indiana
$159K +$185 +1 +0.1%
PCWA
1519
Pacific Capital Wealth Advisors
California
$158K +$185 +1 +0.1%
RIA
1520
Realta Investment Advisors
Delaware
$154K +$154K +823 New
CA
1521
CoreCap Advisors
Michigan
$153K -$128K -694 -46%
CPA
1522
Compass Planning Associates
Massachusetts
$148K +$148K +800 New
RFA
1523
Register Financial Advisors
Georgia
$148K +$2.59K +14 +2%
WW
1524
Winnow Wealth
Texas
$147K +$147K +796 New
NWMP
1525
Noble Wealth Management PBC
Colorado
$145K +$145K +784 New