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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 %
CT
726
Coastline Trust
Rhode Island
$1.12M -$24.3K -128 -2%
FFA
727
Farther Finance Advisors
California
$1.12M +$442K +2,331 +65%
CAG
728
Csenge Advisory Group
Florida
$1.11M -$1.06M -5,529 -49%
FFA
729
First Foundation Advisors
California
$1.11M +$111K +584 +11%
EWA
730
Encompass Wealth Advisors
Oregon
$1.1M -$17.1K -90 -2%
MC
731
Middleton & Co
Massachusetts
$1.1M – – –
WIA
732
World Investment Advisors
California
$1.1M -$295K -1,555 -21%
HIP
733
HUB Investment Partners
Texas
$1.1M +$1.14K +6 +0.1%
CHC
734
City Holding Co
West Virginia
$1.1M +$20.3K +107 +2%
CAS
735
Coppell Advisory Solutions
Texas
$1.1M -$302K -1,595 -22%
JCM
736
Jacobi Capital Management
Pennsylvania
$1.09M +$1.09M +5,756 New
GLA
737
Good Life Advisors
Pennsylvania
$1.09M +$709K +3,736 +185%
E
738
ETFidea
New York
$1.08M -$113K -596 -9%
FTWA
739
Fifth Third Wealth Advisors
Ohio
$1.08M +$502K +2,645 +87%
TWM
740
Thrive Wealth Management
Pennsylvania
$1.08M -$32.5K -171 -3%
SWM
741
Sendero Wealth Management
Texas
$1.08M – – –
ACM
742
Advisors Capital Management
New Jersey
$1.08M -$76.1K -401 -7%
CWM
743
Cornerstone Wealth Management
Missouri
$1.08M -$10.3K -54 -0.9%
MA
744
MONECO Advisors
Connecticut
$1.08M +$1.71K +9 +0.2%
HIS
745
Harvest Investment Services
Illinois
$1.07M +$32.3K +170 +3%
Betterment LLC
746
Betterment LLC
New York
$1.07M +$151K +796 +17%
PG
747
Patten Group
Tennessee
$1.06M -$59K -311 -5%
AFG
748
Atomi Financial Group
New York
$1.06M +$147K +777 +16%
CIA
749
Choate Investment Advisors
Massachusetts
$1.06M -$162K -855 -13%
TFGT
750
TS Financial Group (TSFG)
Illinois
$1.06M -$23.7K -125 -2%
28 29
30
31 32