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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
22.62%
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 %
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$8.21M -$1.47M -7,613 -15%
OFS
252
Oldfather Financial Services
Nebraska
$8.16M -$205K -1,082 -2%
AFP
253
Ausdal Financial Partners
Iowa
$8.13M +$8.13M +42,857 New
OFG
254
Oxford Financial Group
Indiana
$8.11M -$68.3K -360 -0.8%
WFA
255
Wellspring Financial Advisors
Ohio
$8.09M +$4.36M +22,976 +117%
MAM
256
Marquette Asset Management
Minnesota
$7.99M -$86.2K -454 -1%
R
257
Rebalance
California
$7.92M +$269K +1,415 +4%
UB
258
UMB Bank
Missouri
$7.85M -$946K -4,983 -11%
C
259
Certuity
Florida
$7.8M -$2.9M -15,261 -27%
SCA
260
Snowden Capital Advisors
New York
$7.78M -$2.28K -12 -0%
JFG
261
Jefferies Financial Group
New York
$7.74M +$490K +2,582 +7%
SHWM
262
Smith & Howard Wealth Management
Georgia
$7.73M -$111K -586 -1%
ABC
263
Associated Banc-Corp
Wisconsin
$7.57M +$72.9K +384 +1%
HSA
264
HBK Sorce Advisory
Pennsylvania
$7.52M -$376K -1,982 -5%
AIA
265
Arbor Investment Advisors
North Carolina
$7.38M -$13.7K -72 -0.2%
PL
266
Polianta Ltd
Jersey
$7.38M +$7.38M +38,900 New
HCM
267
HMS Capital Management
Tennessee
$7.36M +$90.5K +477 +1%
ECG
268
Edge Capital Group
Georgia
$7.35M -$170K -898 -2%
SFG
269
Sunburst Financial Group
Alabama
$7.3M – – –
OIA
270
OneDigital Investment Advisors
Kansas
$7.25M +$337K +1,775 +5%
PA
271
Parallel Advisors
California
$7.19M -$141K -741 -2%
ASW
272
Astoria Strategic Wealth
Texas
$7.11M -$160K -842 -2%
RIS
273
Retirement Income Solutions
Michigan
$7.1M -$86.5K -456 -1%
MCM
274
Morton Capital Management
California
$7.04M -$350K -1,844 -5%
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$7.01M +$3.28M +17,295 +88%
9 10
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