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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 %
TDWM
401
Topel & Distasi Wealth Management
California
$4.05M -$134K -706 -3%
PPWP
402
Premier Path Wealth Partners
New Jersey
$4.04M -$98.7K -520 -2%
HFP
403
Holistic Financial Partners
Indiana
$3.96M -$72.3K -381 -2%
SFA
404
Sequoia Financial Advisors
Ohio
$3.96M -$202K -1,063 -5%
SCA
405
Stillwater Capital Advisors
Pennsylvania
$3.95M +$11.6K +61 +0.3%
SHF
406
Stage Harbor Financial
Massachusetts
$3.9M -$263K -1,375 -6%
CSPIA
407
Cary Street Partners Investment Advisory
Virginia
$3.88M -$76.1K -401 -2%
MFG
408
Magnus Financial Group
New York
$3.87M +$239K +1,259 +7%
EWA
409
EverSource Wealth Advisors
Alabama
$3.87M -$384K -2,021 -9%
First Trust Advisors
410
First Trust Advisors
Illinois
$3.83M +$3.83M +20,158 New
KAH
411
Kathryn A. Hall
$3.82M – – –
OC
412
Oarsman Capital
Wisconsin
$3.81M +$83.1K +438 +2%
AIM
413
Acropolis Investment Management
Missouri
$3.81M – – –
SMC
414
Smith, Moore & Co
Missouri
$3.79M +$54.1K +285 +1%
1WM
415
1900 Wealth Management
Texas
$3.76M – – –
WGC
416
Watts Gwilliam & Co
Arizona
$3.74M +$3.74M +19,828 New
RI
417
Rinkey Investments
California
$3.74M -$129K -682 -3%
CG
418
Caprock Group
Idaho
$3.73M +$232K +1,221 +7%
NS
419
NBC Securities
Alabama
$3.71M +$62.2K +328 +2%
HIA
420
Harbor Investment Advisory
Maryland
$3.69M +$8.73K +46 +0.2%
SFB
421
STAR Financial Bank
Indiana
$3.67M -$253K -1,333 -6%
Millennium Management
422
Millennium Management
New York
$3.65M +$3.65M +19,254 New
SLT
423
St Louis Trust
Missouri
$3.61M – – –
NCM
424
Next Capital Management
New York
$3.6M +$49.7K +262 +1%
MCM
425
Mainstream Capital Management
California
$3.58M +$3.58M +18,851 New
15 16
17
18 19