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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.37B
2
HMH
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
Goldman Sachs
New York
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
376
First Merchants Corp
Indiana
$4.48M +$233K +1,229 +5%
TFA
377
TPG Financial Advisors
Oregon
$4.47M +$344K +1,813 +8%
SFG
378
Sage Financial Group
Pennsylvania
$4.45M -$25.2K -133 -0.6%
MMG
379
Monetary Management Group
Missouri
$4.45M +$184K +972 +4%
PCIA
380
Prime Capital Investment Advisors
Kansas
$4.43M +$292K +1,540 +7%
Kayne Anderson Rudnick Investment Management
381
Kayne Anderson Rudnick Investment Management
California
$4.41M -$3.18M -16,744 -42%
IC
382
IEQ Capital
California
$4.41M +$369K +1,944 +9%
NEPWA
383
New England Private Wealth Advisors
Massachusetts
$4.37M +$57.3K +302 +1%
ACIM
384
Azimuth Capital Investment Management
Michigan
$4.36M – – –
WAM
385
Wakefield Asset Management
Colorado
$4.35M +$35.9K +189 +0.8%
RCAG
386
Rehmann Capital Advisory Group
Michigan
$4.35M +$223K +1,215 +5%
HCMT
387
Highland Capital Management (Tennessee)
Tennessee
$4.35M -$93.8K -494 -2%
CAM
388
Carret Asset Management
New York
$4.32M +$2.3M +12,127 +114%
FA
389
FC Advisory
Pennsylvania
$4.3M +$19.7K +104 +0.5%
AMG
390
Asset Management Group
Connecticut
$4.3M -$168K -885 -4%
VA
391
Valmark Advisers
Ohio
$4.29M +$146K +769 +4%
MCWS
392
McKinley Carter Wealth Services
West Virginia
$4.29M -$348K -1,831 -7%
DADC
393
D.A. Davidson & Co
Montana
$4.27M +$600K +3,161 +16%
SSB
394
Sandy Spring Bank
Maryland
$4.24M +$25.6K +135 +0.6%
FWCM
395
Ferguson Wellman Capital Management
Oregon
$4.24M -$40K -211 -0.9%
SWM
396
Spire Wealth Management
Virginia
$4.17M -$108K -569 -3%
RFA
397
Resurgent Financial Advisors
Georgia
$4.14M +$627K +3,306 +18%
AWA
398
Arkadios Wealth Advisors
Georgia
$4.1M +$2.26M +11,887 +122%
WP
399
Wealthspan Partners
Iowa
$4.08M -$50.7K -267 -1%
FFG
400
Fiduciary Financial Group
California
$4.06M -$117K -620 -3%
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