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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,565 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, 527 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,565
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.64%
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
527
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
+$131M
3
Prudential Financial
Prudential Financial
New Jersey
+$118M
4
JHU
Johns Hopkins University
Maryland
+$91.5M
5
American Century Companies
American Century Companies
Missouri
+$84.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$162M
2
HMH
Hackensack Meridian Health
New Jersey
-$144M
3
Morgan Stanley
Morgan Stanley
New York
-$134M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDG
526
Wealth Dimensions Group
Ohio
$2.18M +$569 +3 +0%
JWM
527
JFG Wealth Management
Colorado
$2.18M +$908K +4,786 +71%
CNBT
528
Canandaigua National Bank & Trust
New York
$2.18M -$7.4K -39 -0.3%
NRC
529
New Republic Capital
North Carolina
$2.17M -$684K -3,602 -24%
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$2.17M +$1.9K +10 +0.1%
BAM
531
Berkshire Asset Management
Pennsylvania
$2.15M – – –
LCOV
532
London Company of Virginia
Virginia
$2.14M +$743K +3,915 +53%
CAC
533
Certified Advisory Corp
Florida
$2.13M -$7.02K -37 -0.3%
AFG
534
Allegheny Financial Group
Pennsylvania
$2.11M +$24.5K +129 +1%
ASC
535
Atalanta Sosnoff Capital
New York
$2.1M +$660K +3,477 +46%
SWM
536
SilverOak Wealth Management
Minnesota
$2.09M – – –
FWP
537
FAS Wealth Partners
Kansas
$2.08M -$1.33K -7 -0.1%
TFA
538
Tobias Financial Advisors
Florida
$2.08M -$13.5K -71 -0.6%
BHBT
539
Burke & Herbert Bank & Trust
Virginia
$2.07M – – –
WFA
540
WestHill Financial Advisors
California
$2.07M -$46.7K -246 -2%
CWA
541
CJM Wealth Advisers
Virginia
$2.07M +$9.49K +50 +0.5%
FLPIM
542
F.L. Putnam Investment Management
Massachusetts
$2.07M -$56.8K -303 -3%
PA
543
PFG Advisors
Arizona
$2.05M -$37.8K -199 -2%
GF
544
Gries Financial
Ohio
$2.05M +$139K +733 +7%
VFP
545
Verus Financial Partners
Virginia
$2.03M +$378 +2 +0%
PFM
546
Phillips Financial Management
Indiana
$2.03M -$86.5K -456 -4%
CA
547
CGN Advisors
Kansas
$2.02M -$17.7K -93 -0.9%
APP
548
Avantax Planning Partners
Iowa
$2.01M -$233K -1,228 -10%
BCM
549
Brookstone Capital Management
Illinois
$2M +$6.07K +32 +0.3%
BDFN
550
Bond & Devick Financial Network
Minnesota
$2M +$63.4K +334 +3%
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