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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 %
PA
201
Prism Advisors
California
$10.7M -$262K -1,500 -2%
FWM
202
FMA Wealth Management
Massachusetts
$10.7M +$6.63K +38 +0.1%
UFA
203
US Financial Advisors
Massachusetts
$10.6M +$10.6M +60,524 New
BF
204
BOK Financial
Oklahoma
$10.5M +$215K +1,233 +2%
VWA
205
Visionary Wealth Advisors
Illinois
$10.3M -$417K -2,388 -4%
CFO
206
Callan Family Office
Pennsylvania
$10.2M +$3.18M +18,216 +45%
AWE
207
Avidian Wealth Enterprises
Texas
$10M +$427K +2,450 +4%
ATPW
208
Ashton Thomas Private Wealth
Arizona
$10M +$519K +2,973 +5%
GIM
209
Goelzer Investment Management
Indiana
$9.99M -$1.06M -6,060 -10%
IP
210
Investment Partners
Ohio
$9.98M -$239K -1,370 -2%
VFA
211
Valeo Financial Advisors
Indiana
$9.96M -$12.6K -72 -0.1%
OPS
212
Orion Portfolio Solutions
Nebraska
$9.89M -$1.64M -9,419 -14%
BCI
213
Brinker Capital Investments
Pennsylvania
$9.89M -$1.64M -9,419 -14%
WB
214
West Bancorporation
Iowa
$9.84M -$52.9K -303 -0.5%
RDIA
215
RE Dickinson Investment Advisors
Iowa
$9.83M +$244K +1,399 +3%
C
216
Certuity
Florida
$9.83M -$880K -5,043 -8%
CPIG
217
Chicago Partners Investment Group
Illinois
$9.81M +$549 +3 +0%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$9.5M -$38.6K -221 -0.4%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$9.45M -$3.69M -21,170 -28%
NOI
220
Newton One Investments
Delaware
$9.44M -$63.7K -365 -0.7%
OS
221
Objectivity Squared
South Carolina
$9.44M +$586K +3,215 +7%
JIC
222
Johnson Investment Counsel
Ohio
$8.97M +$239K +1,368 +3%
Lido Advisors
223
Lido Advisors
California
$8.84M -$133K -765 -1%
GC
224
Guggenheim Capital
Illinois
$8.84M
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$8.77M +$2.21M +12,687 +34%