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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 %
CAAS
676
Capital Asset Advisory Services
Michigan
$1.27M +$317K +1,683 +33%
ADL
677
Asset Dedication LLC
California
$1.27M -$37.8K -199 -3%
TSS
678
Two Sigma Securities
New York
$1.27M +$1.27M +6,671 New
TNB
679
Thomasville National Bank
Georgia
$1.26M – – –
DK
680
David Kennon
Florida
$1.26M +$26.6K +140 +2%
BCA
681
Bay Colony Advisors
Massachusetts
$1.26M -$6.07K -32 -0.5%
MAA
682
Matrix Asset Advisors
New York
$1.25M +$155K +818 +14%
NG
683
Northstar Group
New York
$1.25M +$569 +3 +0%
AWM
684
Accurate Wealth Management
Florida
$1.24M -$49.5K -258 -4%
GSIS
685
Global Strategic Investment Solutions
Arizona
$1.23M +$6.64K +35 +0.5%
PAG
686
Paladin Advisory Group
Iowa
$1.23M +$524K +2,760 +74%
FA
687
Fiducient Advisors
Illinois
$1.23M -$402K -2,118 -25%
WB
688
WesBanco Bank
West Virginia
$1.23M +$2.09K +11 +0.2%
SCI
689
Stableford Capital II
Arizona
$1.23M – – –
CM
690
Castleark Management
Illinois
$1.21M – – –
TP
691
Tranquility Partners
Tennessee
$1.21M +$17.8K +94 +1%
V
692
VeraBank
Texas
$1.21M – – –
EFG
693
Embree Financial Group
Illinois
$1.2M +$4.18K +22 +0.3%
MWM
694
Mascoma Wealth Management
New Hampshire
$1.2M – – –
First Manhattan
695
First Manhattan
New York
$1.2M +$138K +728 +13%
GWM
696
Geneos Wealth Management
Colorado
$1.2M +$569 +3 +0%
SB
697
Strategic Blueprint
Georgia
$1.19M +$569 +3 +0%
FWM
698
Fairhaven Wealth Management
Illinois
$1.18M – – –
TWA
699
TCI Wealth Advisors
Arizona
$1.18M -$45.4K -239 -4%
AWA
700
Amplius Wealth Advisors
Pennsylvania
$1.18M – – –
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