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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 %
MGIA
826
Matthew Goff Investment Advisor
Texas
$834K -$3.42K -18 -0.4%
IAN
827
Integrated Advisors Network
Texas
$832K +$3.23K +17 +0.4%
RB
828
Renasant Bank
Mississippi
$832K -$13.7K -72 -2%
BWP
829
BSW Wealth Partners
Colorado
$827K – – –
BFC
830
Bedel Financial Consulting
Indiana
$825K +$14.4K +76 +2%
PAM
831
Palisade Asset Management
Minnesota
$820K +$190 +1 +0%
DWM
832
Dakota Wealth Management
Florida
$819K +$569 +3 +0.1%
WIC
833
Woodmont Investment Counsel
Tennessee
$812K +$46.1K +243 +6%
LTL
834
Lowery Thomas LLC
California
$803K +$4.18K +22 +0.5%
NF
835
Nvest Financial
New Hampshire
$803K -$5.13K -27 -0.6%
PCMC
836
Private Capital Management (Colorado)
Colorado
$800K +$181K +955 +29%
CRC
837
Curi RMB Capital
Illinois
$799K -$287K -1,510 -26%
Wellington Management Group
838
Wellington Management Group
Massachusetts
$799K +$1.9K +10 +0.2%
AFA
839
Alpha Financial Advisors
North Carolina
$797K – – –
FUBT
840
First United Bank & Trust
Maryland
$795K – – –
CFO
841
CVA Family Office
Colorado
$794K -$181K -955 -19%
LBC
842
Lowe Brockenbrough & Co
Virginia
$793K +$69.1K +364 +10%
LA
843
Legacy Advisors
Pennsylvania
$791K -$15.2K -80 -2%
PIFP
844
Partners in Financial Planning
Virginia
$787K – – –
FFWA
845
Forthright Family Wealth Advisory
Texas
$787K +$27.8K +142 +4%
Macquarie Group
846
Macquarie Group
Australia
$785K +$785K +4,134 New
ECM
847
Evergreen Capital Management
Washington
$785K – – –
MFG
848
MidWestOne Financial Group
Iowa
$784K – – –
Empower Advisory Group
849
Empower Advisory Group
Colorado
$780K -$149K -785 -16%
VCM
850
Virtue Capital Management
Tennessee
$767K -$102K -537 -12%
32 33
34
35 36