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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 %
OCM
701
Objective Capital Management
Ohio
$1.18M +$1.18M +6,218 New
KFP
702
KMG Fiduciary Partners
Ohio
$1.18M -$153K -808 -12%
QCM
703
QRG Capital Management
Illinois
$1.18M +$190K +1,000 +19%
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$1.18M -$249K -1,310 -17%
HWM
705
Horizon Wealth Management
Illinois
$1.18M +$1.18M +6,198 New
LFAS
706
Level Four Advisory Services
Texas
$1.17M +$8.26K +44 +0.7%
VF
707
Vawter Financial
Ohio
$1.16M – – –
SIA
708
Schechter Investment Advisors
Michigan
$1.16M -$56K -295 -5%
CWA
709
Cascade Wealth Advisors
Washington
$1.16M -$15.2K -80 -1%
HPA
710
High Probability Advisors
New York
$1.16M – – –
CCM
711
Coldstream Capital Management
Washington
$1.15M -$109K -574 -9%
TCOTS
712
Trust Company of the South
North Carolina
$1.15M – – –
HI
713
Harbour Investments
Wisconsin
$1.15M +$146K +769 +14%
FCH
714
Freestone Capital Holdings
Washington
$1.15M +$1.14K +6 +0.1%
PI
715
PFG Investments
New York
$1.15M -$49.2K -259 -4%
SHJ
716
Sharkey, Howes & Javer
Colorado
$1.14M +$63.2K +333 +6%
SIC
717
Sigma Investment Counselors
Michigan
$1.14M +$10.4K +55 +0.9%
EWA
718
Elevate Wealth Advisory
Georgia
$1.14M -$38.3K -202 -3%
RWM
719
Ritholtz Wealth Management
New York
$1.14M +$392K +2,067 +53%
ACM
720
Alamar Capital Management
California
$1.13M -$194K -1,022 -15%
SIA
721
SkyView Investment Advisors
New Jersey
$1.13M – – –
FFA
722
Fragasso Financial Advisors
Pennsylvania
$1.13M -$57.3K -302 -5%
WP
723
WMS Partners
Maryland
$1.13M +$145K +762 +15%
AF
724
Apexium Financial
Texas
$1.13M +$28.9K +152 +3%
MOS
725
MGO One Seven
Ohio
$1.12M +$696K +3,667 +162%
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