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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 %
TWP
651
TFO Wealth Partners
Ohio
$1.4M – – –
WCP
652
Wick Capital Partners
Pennsylvania
$1.4M -$76.3K -402 -5%
CPA
653
Cardiff Park Advisors
California
$1.4M +$949 +5 +0.1%
FAIM
654
Financial Advocates Investment Management
Washington
$1.4M +$581K +4,128 +71%
LGWM
655
Litman Gregory Wealth Management
California
$1.39M – – –
MSWMA
656
Market Street Wealth Management Advisors
Indiana
$1.39M – – –
WIA
657
Wetzel Investment Advisors
Indiana
$1.38M -$4.75K -25 -0.3%
VW
658
Vance Wealth
California
$1.37M -$1.71K -9 -0.1%
SL
659
Sentinus LLC
Illinois
$1.37M +$573K +1,005 +72%
OCG
660
Opus Capital Group
Ohio
$1.37M -$7.59K -40 -0.6%
FM
661
Foster & Motley
Ohio
$1.36M +$1.36M +7,162 New
FA
662
Financial Advisors
Massachusetts
$1.35M – – –
GC
663
Garde Capital
Washington
$1.35M – – –
EA
664
Enclave Advisors
Texas
$1.35M +$1.35M +7,096 New
CPA
665
Capital Performance Advisors
California
$1.34M – – –
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$1.34M +$10.8K +57 +0.8%
LAM
667
Lyrical Asset Management
New York
$1.33M +$1.33M +7,023 New
GWANC
668
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.31M +$2.66K +14 +0.2%
CIA
669
Capital Investment Advisors
Georgia
$1.31M -$7.02K -37 -0.5%
CCT
670
Chemung Canal Trust
New York
$1.3M +$38K +200 +3%
MW
671
Marcum Wealth
Ohio
$1.3M -$31.7K -167 -2%
WIC
672
Whitegate Investment Counselors
New Hampshire
$1.3M -$32.3K -170 -2%
WMA
673
West Michigan Advisors
Michigan
$1.3M -$949 -5 -0.1%
BIA
674
BHK Investment Advisors
Alabama
$1.3M +$9.87K +52 +0.8%
JBA
675
Johnson Bixby & Associates
Washington
$1.29M -$147K -777 -10%
25 26
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