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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.

Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.63%
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 Market Value Shares Shares
Change 		Shares
Change %
GI
26
GLOBALT Investments
Georgia
$357M 1,883,364 -81,407 -4%
AllianceBernstein
27
AllianceBernstein
Tennessee
$331M 1,744,003 -35,410 -2%
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$233M 1,229,100 -15,114 -1%
SP
29
Stairway Partners
Illinois
$226M 1,192,974 +145,967 +14%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$223M 1,172,843 +50,468 +4%
JHU
31
Johns Hopkins University
Maryland
$210M 1,105,404 +482,289 +77%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$209M 1,103,619 -20,031 -2%
Citigroup
33
Citigroup
New York
$205M 1,081,228 +82,639 +8%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$193M 1,015,714 +15,414 +2%
Comerica Bank
35
Comerica Bank
Texas
$193M 1,014,517 +5,414 +0.5%
Ameriprise
36
Ameriprise
Minnesota
$190M 1,000,778 -37,339 -4%
HighTower Advisors
37
HighTower Advisors
Illinois
$187M 985,658 +32,364 +3%
US Bancorp
38
US Bancorp
Minnesota
$165M 871,802 -112,730 -11%
WPW
39
Waldron Private Wealth
Pennsylvania
$163M 856,548 -36,992 -4%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$148M 780,206 +780,141 +1,200,217%
CB
41
Commerce Bank
Missouri
$145M 763,394 -8,567 -1%
OC
42
Oakworth Capital
Alabama
$142M 746,533 -7,686 -1%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$127M 668,804 -197,787 -23%
1SB
44
1ST Source Bank
Indiana
$126M 665,762 +374 +0.1%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$126M 662,070 -4,851 -0.7%
SI
46
Stephens Inc
Arkansas
$125M 660,972 -890 -0.1%
CWM
47
Circle Wealth Management
New Jersey
$115M 607,358 -3,915 -0.6%
American Century Companies
48
American Century Companies
Missouri
$112M 590,826 +447,149 +311%
Creative Planning
49
Creative Planning
Kansas
$99.6M 524,533 +3,170 +0.6%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$96.8M 519,083 +20,796 +4%
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