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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 %
EWM
426
EPG Wealth Management
Georgia
$3.57M +$3.57M +18,827 New
PCM
427
Pointe Capital Management
Michigan
$3.52M +$615K +3,238 +21%
FPAS
428
Focus Partners Advisor Solutions
Missouri
$3.49M +$65.5K +345 +2%
TFCP
429
Twin Focus Capital Partners
Massachusetts
$3.49M -$466K -2,456 -12%
WWM
430
Western Wealth Management
Colorado
$3.38M +$583K +3,074 +21%
GF
431
Goodman Financial
Texas
$3.38M – – –
DSC
432
Donald Smith & Co
New York
$3.38M – – –
BMCM
433
Bryn Mawr Capital Management
Pennsylvania
$3.33M -$176K -929 -5%
MAM
434
MMA Asset Management
Pennsylvania
$3.33M +$1.98M +11,864 +147%
AWM
435
Aprio Wealth Management
Georgia
$3.32M +$90.7K +478 +3%
SW
436
Simplicity Wealth
New Jersey
$3.31M -$15.8M -83,097 -83%
SWA
437
SOA Wealth Advisors
New York
$3.28M -$42.9K -226 -1%
EFS
438
Essex Financial Services
Connecticut
$3.26M +$957 +5 +0%
ACA
439
Affinity Capital Advisors
California
$3.23M -$84.8K -447 -3%
BB
440
Busey Bank
Illinois
$3.21M -$17.1K -90 -0.5%
BCM
441
Becker Capital Management
Oregon
$3.2M +$2.45M +12,892 +324%
1IA
442
1834 Investment Advisors
Wisconsin
$3.19M -$35.5K -187 -1%
PWA
443
Provenance Wealth Advisors
Florida
$3.19M +$50.9K +268 +2%
AWA
444
Aaron Wealth Advisors
Illinois
$3.18M – – –
AWM
445
Avior Wealth Management
Nebraska
$3.17M -$2.65M -13,959 -46%
CIS
446
Custom Index Systems
New York
$3.16M -$1M -5,285 -24%
ATC
447
Argent Trust Co
Tennessee
$3.13M +$199K +1,047 +7%
OWM
448
Opes Wealth Management
California
$3.09M – – –
UL
449
Unionview LLC
Washington
$3.08M -$3.04K -16 -0.1%
GT
450
Glenview Trust
Kentucky
$3.03M -$33.4K -176 -1%
16 17
18
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