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iShares Russell 1000 Value ETF

1,503 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 482 increasing their positions, 544 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-23
Holders Change %
-1.51%
% of All Funds
21.86%
Holding in Top 10
88
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.11%
% of All Funds
1.28%
New
85
Increased
482
Reduced
544
Closed
82
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
151
Simplicity Wealth
New Jersey
$17.5M -$246K -1,411 -1%
NA
152
NewEdge Advisors
Louisiana
$17.2M +$2.9M +16,626 +20%
AWS
153
Atria Wealth Solutions
New York
$17.2M -$451K -2,587 -3%
BSW
154
Buckingham Strategic Wealth
Missouri
$17M -$399K -2,285 -2%
SA
155
Sanctuary Advisors
Indiana
$17M +$17M +98,008 New
UCFA
156
United Capital Financial Advisors
Texas
$16.8M -$654K -3,749 -4%
VVP
157
Venture Visionary Partners
Ohio
$16.5M -$77.6K -445 -0.5%
SIM
158
Stratos Investment Management
Ohio
$16.4M -$93.7K -537 -0.6%
LC
159
Lindbrook Capital
California
$16.2M -$595K -3,409 -4%
GIA
160
GHP Investment Advisors
Colorado
$16.1M -$70.3K -403 -0.4%
WHG
161
Westwood Holdings Group
Texas
$15.7M -$118K -675 -0.7%
FA
162
FDx Advisors
Illinois
$15.5M -$629K -3,605 -4%
IIC
163
Integrated Investment Consultants
Michigan
$15M
WANY
164
Wealthspire Advisors (New York)
New York
$15M -$467K -2,678 -3%
HCC
165
Hirtle Callaghan & Co
Pennsylvania
$15M -$60.2K -345 -0.4%
NFW
166
Noble Family Wealth
Florida
$14.8M -$50.1K -287 -0.3%
BPA
167
Beacon Pointe Advisors
California
$14.6M +$2.27M +13,002 +18%
KP
168
Keel Point
Alabama
$14.3M +$817K +4,569 +6%
GT
169
Glenmede Trust
Pennsylvania
$14.1M +$829K +4,749 +6%
CI
170
Cambiar Investors
Colorado
$14M +$6.83M +39,169 +95%
RJT
171
Raymond James Trust
Florida
$14M -$40.7K -233 -0.3%
IFO
172
Independent Family Office
New York
$13.9M -$462K -2,648 -3%
BFG
173
Bleakley Financial Group
New Jersey
$13.9M -$499K -2,859 -3%
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.9M -$17.9M -102,561 -56%
FCBT
175
First Citizens Bank & Trust
North Carolina
$13.8M -$71K -407 -0.5%