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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 %
SCTC
601
Sanibel Captiva Trust Company
Florida
$1.65M +$599K +3,157 +57%
BSSFA
602
Baron Silver Stevens Financial Advisors
Florida
$1.64M – – –
GFP
603
Gryphon Financial Partners
Ohio
$1.64M -$145K -763 -8%
GG
604
GenWealth Group
New Jersey
$1.64M -$17.3K -91 -1%
BSHC
605
Breed's Hill Capital
Massachusetts
$1.63M – – –
FT
606
Fiduciary Trust
Massachusetts
$1.63M -$76.1K -401 -4%
CG
607
Clifford Group
Massachusetts
$1.63M -$61.7K -325 -4%
CT
608
Colonial Trust
South Carolina
$1.6M +$32.5K +171 +2%
PA
609
Pinnacle Associates
New York
$1.6M -$54.5K -330 -3%
PFP
610
Paragon Financial Partners
California
$1.6M +$2.66K +14 +0.2%
PFA
611
Pure Financial Advisors
California
$1.59M -$120K -632 -7%
RLWM
612
RF&L Wealth Management
Massachusetts
$1.59M +$56K +295 +4%
IB
613
Intrust Bank
Kansas
$1.59M +$2.66K +14 +0.2%
MFG
614
Merit Financial Group
Georgia
$1.56M +$576K +3,034 +58%
GWM
615
Global Wealth Management
New Jersey
$1.56M +$1.56M +8,220 New
CIA
616
Concurrent Investment Advisors
Florida
$1.56M +$122K +643 +9%
GT
617
Greenleaf Trust
Michigan
$1.55M +$592K +3,117 +61%
LFG
618
Larson Financial Group
Missouri
$1.55M -$34K -179 -2%
SA
619
SpiderRock Advisors
Delaware
$1.54M +$326K +1,717 +27%
AFA
620
American Financial Advisors
Georgia
$1.53M -$23K -121 -1%
BC
621
Barrett & Company
Rhode Island
$1.52M +$26.4K +139 +2%
TNA
622
True North Advisors
Texas
$1.52M – – –
LGG
623
Luts & Greenleigh Group
Maryland
$1.52M +$28.5K +150 +2%
AI
624
Atria Investments
North Carolina
$1.51M -$4.94M -26,009 -77%
BGAI
625
Bruce G. Allen Investments
Colorado
$1.51M -$27.3K -144 -2%
23 24
25
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