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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 %
NAS
751
Nicolet Advisory Services
Wisconsin
$1.04M +$242K +1,283 +30%
SXL
752
Summit X LLC
Missouri
$1.04M – – –
FTS
753
Fifth Third Securities
Ohio
$1.04M -$138K -727 -12%
FNT
754
First National Trust
Pennsylvania
$1.04M -$94.9K -500 -8%
IAG
755
Investment Advisory Group
Massachusetts
$1.03M – – –
CBA
756
Coastal Bridge Advisors
Connecticut
$1.03M – – –
AF
757
Apollon Financial
South Carolina
$1.03M +$420K +2,212 +69%
PFG
758
Pacific Financial Group
Washington
$1.02M -$54.9K -289 -5%
CFGA
759
Cambridge Financial Group (Arizona)
Arizona
$1.02M -$91.3K -481 -8%
SCA
760
STALEY CAPITAL ADVISERS
Pennsylvania
$1.02M – – –
FFC
761
First Financial Corp
Indiana
$1.02M -$17.3K -91 -2%
WP
762
WealthShield Partners
North Carolina
$1.01M +$75.4K +397 +8%
PGWM
763
Parisi Gray Wealth Management
New Jersey
$1.01M +$2.47K +13 +0.2%
EWM
764
Empirical Wealth Management
Washington
$1.01M +$10.4K +55 +1%
BWA
765
BlueChip Wealth Advisors
Georgia
$1M +$79.7K +420 +9%
CWA
766
Core Wealth Advisors
Florida
$996K -$67K -353 -6%
TCBWMS
767
Texas Capital Bank Wealth Management Services
Texas
$993K +$32.8K +173 +3%
HC
768
Hoese & Co
Minnesota
$992K – – –
BFA
769
Brown Financial Advisory
Alabama
$988K – – –
LOPW
770
Live Oak Private Wealth
North Carolina
$987K +$64.9K +342 +7%
PMFA
771
Plante Moran Financial Advisors
Michigan
$981K +$41K +216 +4%
IAG
772
Investmark Advisory Group
Connecticut
$976K +$1.71K +9 +0.2%
LSAG
773
Lake Street Advisors Group
New Hampshire
$969K +$1.33K +7 +0.1%
HWM
774
Hemington Wealth Management
Virginia
$966K +$3.75K +20 +0.4%
CTC
775
Central Trust Company
Missouri
$966K +$25.2K +133 +3%
29 30
31
32 33