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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,564 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, 526 reducing their positions, and 41 closing their positions.

Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.63%
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
526
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$148M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$843M
3
Prudential Financial
3
Prudential Financial
New Jersey
$368M
4
JHU
4
Johns Hopkins University
Maryland
$210M
5
American Century Companies
5
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.37B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.89B
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$94.7M 498,835 -9,385 -2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$93M 489,907 +12,101 +3%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$87.1M 458,646 -155,355 -25%
MWM
54
Modera Wealth Management
New Jersey
$85.7M 451,789 -8,317 -2%
Franklin Resources
55
Franklin Resources
California
$85.1M 427,773 -181,797 -30%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$78.4M 412,809 -12,127 -3%
CMA
57
Cedar Mountain Advisors
Oregon
$78M 410,900 +1,493 +0.4%
EH
58
Equitable Holdings
New York
$77.4M 407,619 -13,459 -3%
Bank of Nova Scotia
59
Bank of Nova Scotia
Ontario, Canada
$75.8M 399,331 -2,264 -0.6%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$74.9M 825,144 +162,971 +25%
Osaic Holdings
61
Osaic Holdings
Arizona
$74.2M 390,614 -91,168 -19%
GA
62
Geller Advisors
New York
$73.7M 388,498 +8,316 +2%
CL
63
Choreo LLC
Illinois
$72.5M 383,542 +7,784 +2%
MCM
64
MV Capital Management
Maryland
$71.3M 375,840 -783 -0.2%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$70.5M 371,589 +4,330 +1%
MML Investors Services
66
MML Investors Services
Massachusetts
$70.3M 370,132 -5,117 -1%
CCWM
67
Cassaday & Co Wealth Management
Virginia
$70M 369,017 -2,764 -0.7%
BIM
68
Bridges Investment Management
Nebraska
$69.9M 368,083 +8,767 +2%
SGAM
69
Stephens Group Asset Management
Arkansas
$69.5M 366,172 +6,755 +2%
LC
70
Landaas & Company
Wisconsin
$68M 358,125 +657 +0.2%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$67.6M 356,077 -19,568 -5%
CFB
72
Cullen/Frost Bankers
Texas
$65.7M 346,153 +17,008 +5%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$64.7M 335,803 +122,389 +57%
RRAM
74
River Road Asset Management
Kentucky
$63.1M 332,262 +28,955 +10%
PAG
75
Private Advisor Group
New Jersey
$61.8M 325,853 -3,043 -0.9%
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