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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 %
M
576
MYeCFO
California
$1.83M +$1.14K +6 +0.1%
SFA
577
Seneca Financial Advisors
New York
$1.8M +$7.78K +41 +0.4%
LDB
578
Lee, Danner & Bass
Tennessee
$1.8M -$9.49K -50 -0.5%
National Bank of Canada
579
National Bank of Canada
Quebec, Canada
$1.8M -$508K -2,678 -22%
SC
580
SouthState Corp
Florida
$1.8M +$770K +4,059 +75%
SVWAG
581
Sound View Wealth Advisors Group
Georgia
$1.8M +$441K +2,326 +33%
AP
582
Adero Partners
California
$1.79M – – –
BFG
583
Beacon Financial Group
Texas
$1.78M – – –
PP
584
Prosperity Planning
Missouri
$1.78M -$53.7K -283 -3%
WTB
585
Washington Trust Bank
Washington
$1.78M +$704K +3,710 +66%
PWS
586
Peloton Wealth Strategists
Indiana
$1.76M +$16.3K +86 +0.9%
KWS
587
Keystone Wealth Services
California
$1.76M +$127K +667 +8%
PPC
588
Park Place Capital
Alabama
$1.73M -$13.5K -71 -0.8%
AWM
589
AE Wealth Management
Kansas
$1.73M +$86.4K +455 +5%
CFG
590
Cooper Financial Group
California
$1.72M -$22K -116 -1%
WS
591
Wedbush Securities
California
$1.72M +$30.2K +159 +2%
SC
592
Steph & Co
Wisconsin
$1.71M -$569 -3 -0%
TCWA
593
Turtle Creek Wealth Advisors
Texas
$1.71M -$90.5K -477 -5%
ITIM
594
Indiana Trust & Investment Management
Indiana
$1.71M +$260K +1,371 +18%
BFA
595
Benedict Financial Advisors
Georgia
$1.7M -$53.7K -283 -3%
MCA
596
Maryland Capital Advisors
Maryland
$1.7M -$7.4K -39 -0.4%
MCM
597
Mattern Capital Management
Colorado
$1.68M – – –
NLP
598
Next Level Private
New York
$1.68M +$569 +3 +0%
NIM
599
Northeast Investment Management
Massachusetts
$1.68M +$66.4K +350 +4%
GJIA
600
Glass Jacobson Investment Advisors
Maryland
$1.65M -$100K -529 -6%
22 23
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