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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 %
DWM
501
Dynasty Wealth Management
Florida
$2.45M +$2.45M +8,870 New
STA
502
Summit Trail Advisors
New York
$2.45M -$281K -1,482 -10%
LSA
503
Lion Street Advisors
Texas
$2.45M -$60.7K -320 -2%
RA
504
RFG Advisory
Alabama
$2.44M -$4.41M -23,224 -64%
ZB
505
Zions Bancorporation
Utah
$2.44M +$68.5K +361 +3%
JIC
506
Joel Isaacson & Co
New York
$2.4M +$36.8K +194 +2%
BWM
507
BigSur Wealth Management
Florida
$2.39M – – –
EWM
508
Evercore Wealth Management
New York
$2.39M -$52.8K -278 -2%
CFO
509
Custos Family Office
Texas
$2.39M -$33.2K -175 -1%
QCM
510
Quantinno Capital Management
New York
$2.39M +$427K +2,251 +22%
OPCM
511
Osborne Partners Capital Management
California
$2.37M +$15.4K +81 +0.7%
AIP
512
Almanack Investment Partners
Pennsylvania
$2.36M -$20.7K -109 -0.9%
BFG
513
Baron Financial Group
New Jersey
$2.35M -$68.3K -360 -3%
AB
514
Atlas Brown
Kentucky
$2.34M +$3.61K +19 +0.2%
VIA
515
Vantagepoint Investment Advisers
District of Columbia
$2.33M – – –
AWM
516
Apollon Wealth Management
South Carolina
$2.33M +$2.28K +12 +0.1%
IFPG
517
Intrepid Financial Planning Group
Indiana
$2.33M -$47.5K -250 -2%
FTUS
518
Flow Traders U.S.
New York
$2.31M +$2.31M +12,184 New
FFN
519
Focus Financial Network
Minnesota
$2.31M +$104K +546 +5%
MWP
520
MYCIO Wealth Partners
Pennsylvania
$2.29M +$470K +2,476 +26%
AFG
521
ABLE Financial Group
Arizona
$2.29M +$44.6K +235 +2%
NFC
522
Northeast Financial Consultants
Connecticut
$2.29M – – –
NB
523
Nicolet Bankshares
Wisconsin
$2.23M -$327K -1,725 -13%
CGL
524
Clarius Group LLC
Washington
$2.2M – – –
AG
525
Ascent Group
Virginia
$2.19M -$602K -3,172 -22%
19 20
21
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