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iShares Russell 1000 Value ETF
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Overview Fund Activity

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
22.63%
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

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$148M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$843M
3
Prudential Financial
3
Prudential Financial
New Jersey
$368M
4
JHU
4
Johns Hopkins University
Maryland
$210M
5
American Century Companies
5
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.37B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
226
Lido Advisors
California
$9.6M -$19.5K -103 -0.2%
Citadel Advisors
227
Citadel Advisors
Florida
$9.5M +$5.02M +26,445 +112%
MBT
228
Montecito Bank & Trust
California
$9.43M -$20.9K -110 -0.2%
Bessemer Group
229
Bessemer Group
New Jersey
$9.32M +$2.21M +11,667 +31%
PRWA
230
Platte River Wealth Advisors
Colorado
$9.19M -$250K -1,319 -3%
SW
231
SlateStone Wealth
Florida
$9.18M +$726K +3,827 +9%
DT
232
Diversified Trust
Tennessee
$9.18M -$177K -933 -2%
Allspring Global Investments
233
Allspring Global Investments
North Carolina
$9.13M +$203K +1,071 +2%
JWA
234
JFS Wealth Advisors
Pennsylvania
$9.12M -$379K -1,995 -4%
SF
235
Summit Financial
New Jersey
$9.09M +$57.9K +305 +0.6%
ZIM
236
Zacks Investment Management
Illinois
$9.08M +$1.05M +5,558 +13%
NL
237
NWAM LLC
Washington
$9.03M +$9.03M +47,572 New
TWM
238
Tradition Wealth Management
Minnesota
$8.95M -$5.5K -29 -0.1%
FCP
239
Fidelis Capital Partners
Florida
$8.85M – – –
SWM
240
Segment Wealth Management
Texas
$8.76M -$220K -1,160 -2%
Schroder Investment Management Group
241
Schroder Investment Management Group
United Kingdom
$8.73M +$8.52M +45,000 +4,091%
BTI
242
Blue Trust Inc
Georgia
$8.68M +$396K +2,267 +5%
NGA
243
Naples Global Advisors
Florida
$8.64M +$443K +2,335 +5%
VFA
244
Valeo Financial Advisors
Indiana
$8.54M -$2.29M -12,082 -21%
CFG
245
Clayton Financial Group
Missouri
$8.47M -$74.4K -392 -0.9%
PP
246
Pegasus Partners
Wisconsin
$8.43M -$473K -2,494 -5%
HW
247
Hancock Whitney
Mississippi
$8.4M – – –
SC
248
Sierra Capital
Florida
$8.29M +$3.99K +21 +0%
HNB
249
Huntington National Bank
Ohio
$8.26M -$7.11M – –
IWC
250
Integrated Wealth Concepts
Massachusetts
$8.23M +$3.7M +19,508 +82%
8 9
10
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