IWD icon

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 %
SCA
1651
Stuart Chaussee & Associates
California
$21.7K
FWA
1652
FSC Wealth Advisors
New York
$21.5K
MEG
1653
Millstone Evans Group
Colorado
$21.5K +$21.5K +116 New
GP
1654
Greenline Partners
New York
$20.4K +$20.4K +110 New
FAI
1655
Fiduciary Advisors Inc
Missouri
$20K +$20K +108 New
PIS
1656
POM Investment Strategies
North Carolina
$19.6K
TSMHT
1657
Thurston Springer Miller Herd & Titak
Indiana
$19.6K
HGERS
1658
Householder Group Estate & Retirement Specialist
Arizona
$19K -$382K -2,129 -95%
CICI
1659
Capital Investment Counsel Inc
North Carolina
$18.5K
CWM
1660
CarsonAllaria Wealth Management
Illinois
$18.2K +$186 +1 +1%
WWP
1661
WR Wealth Planners
Missouri
$17.9K +$185 +1 +1%
FMP
1662
Financial Management Professionals
Texas
$17.8K
RMP
1663
Richards, Merrill & Peterson
Washington
$17.6K +$17.6K +95 New
FDW
1664
Fourth Dimension Wealth
Ohio
$16.8K +$16.8K +91 New
CWP
1665
Concord Wealth Partners
Virginia
$16.2K -$2.79K -15 -15%
FP
1666
Financial Perspectives
Minnesota
$16.1K
BL
1667
BFSG LLC
California
$15.4K
VHAM
1668
Van Hulzen Asset Management
California
$15K +$15K +81 New
RMC
1669
Resources Management Corp
Connecticut
$13K
EA
1670
Evolution Advisers
Virginia
$13K
AWM
1671
Accredited Wealth Management
Kentucky
$13K +$13K +70 New
CIA
1672
Cape Investment Advisory
Georgia
$12.4K +$12.4K +67 New
CCA
1673
Criterion Capital Advisors
Tennessee
$12.4K
DCM
1674
Davis Capital Management
Florida
$12K
VWWMG
1675
Vermillion & White Wealth Management Group
Pennsylvania
$12K