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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 %
CWA
451
Cornerstone Wealth Advisors
Minnesota
$2.99M -$84.8K -447 -3%
AA
452
Ancora Advisors
Ohio
$2.99M +$190 +1 +0%
PWM
453
Perigon Wealth Management
California
$2.98M -$67.8K -357 -2%
GBT
454
Grove Bank & Trust
Florida
$2.97M +$606K +3,194 +26%
EWM
455
Evermay Wealth Management
Virginia
$2.97M -$47.3K -249 -2%
GPFA
456
Game Plan Financial Advisors
Ohio
$2.97M – – –
CCM
457
Colorado Capital Management
Colorado
$2.97M – – –
ACA
458
Anchor Capital Advisors
Massachusetts
$2.96M -$467K -2,459 -14%
NAM
459
NTV Asset Management
West Virginia
$2.95M -$7.4K -39 -0.3%
KWM
460
Kingsview Wealth Management
Oregon
$2.95M -$52K -274 -2%
GI
461
GAMCO Investors
Connecticut
$2.94M -$190K -1,000 -6%
GA
462
GFS Advisors
Texas
$2.93M +$2.88M +15,156 +5,613%
GAB
463
German American Bancorp
Indiana
$2.92M -$33.3M -175,281 -92%
AWM
464
Axxcess Wealth Management
California
$2.91M +$334K +1,759 +13%
AIM
465
Allen Investment Management
New York
$2.88M – – –
CWM
466
Castle Wealth Management
Florida
$2.88M -$11K -58 -0.4%
FDCP
467
Foster Dykema Cabot & Partners
Massachusetts
$2.86M +$407K +2,144 +17%
FHB
468
First Hawaiian Bank
Hawaii
$2.83M -$34.7K -183 -1%
WAG
469
Winthrop Advisory Group
Massachusetts
$2.83M +$184K +969 +7%
BTW
470
Boston Trust Walden
Massachusetts
$2.82M – – –
VCA
471
Verdence Capital Advisors
Maryland
$2.79M -$86.2K -454 -3%
FFM
472
Forum Financial Management
Illinois
$2.79M – – –
PFA
473
Pathway Financial Advisors
Vermont
$2.79M -$59.4K -313 -2%
AI
474
Arvest Investments
Arkansas
$2.77M +$133K +700 +5%
MFWP
475
Mosaic Family Wealth Partners
Missouri
$2.76M -$6.07K -32 -0.2%
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