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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 %
QC
326
Quent Capital
New York
$5.48M -$33.2K -175 -0.6%
JWCA
327
J.W. Cole Advisors
Florida
$5.46M +$25.8K +136 +0.5%
PI
328
PineBridge Investments
New York
$5.46M -$1.62M -8,540 -23%
Qube Research & Technologies (QRT)
329
Qube Research & Technologies (QRT)
United Kingdom
$5.44M +$651K +3,432 +14%
WFS
330
Widmann Financial Services
Maryland
$5.42M +$106K +561 +2%
S
331
SignatureFD
Georgia
$5.39M -$140K -735 -3%
SEI Investments
332
SEI Investments
Pennsylvania
$5.39M -$1.01M -5,300 -16%
SFM
333
Signet Financial Management
New Jersey
$5.36M -$110K -579 -2%
FA
334
Flagstar Advisors
New York
$5.35M +$9.3K +49 +0.2%
AI
335
Auour Investments
Massachusetts
$5.32M -$48.9K -258 -0.9%
TLA
336
Tanglewood Legacy Advisors
Texas
$5.31M +$6.83K +36 +0.1%
CVA
337
Central Valley Advisors
California
$5.26M -$3.23K -17 -0.1%
Mackenzie Financial
338
Mackenzie Financial
Ontario, Canada
$5.24M -$122K -642 -2%
RIL
339
Rothschild Investment LLC
Illinois
$5.23M +$335K +1,766 +7%
DIP
340
DT Investment Partners
Pennsylvania
$5.22M – – –
GVAG
341
Great Valley Advisor Group
Delaware
$5.22M +$385K +2,030 +8%
AAM
342
Aureus Asset Management
Massachusetts
$5.17M – – –
HDIM
343
Hanson & Doremus Investment Management
Vermont
$5.17M +$27.7K +146 +0.5%
MPM
344
Meritage Portfolio Management
Kansas
$5.15M -$59K -311 -1%
UBS AM
345
UBS AM
Illinois
$5.07M +$5.07M +26,730 New
CFG
346
Citizens Financial Group
Rhode Island
$5.07M -$407K -2,142 -7%
HWA
347
Hillcrest Wealth Advisors
New Jersey
$5.06M – – –
RCA
348
Riverview Capital Advisers
Massachusetts
$5.06M +$12.5K +66 +0.2%
GRP
349
Global Retirement Partners
California
$5.05M -$239K -1,259 -5%
SIA
350
Stegner Investment Associates
Kentucky
$5.04M +$569 +3 +0%
12 13
14
15 16