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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 %
GRA
851
Golden Road Advisors
Florida
$766K -$190 -1 -0%
CA
852
Continuum Advisory
Idaho
$763K +$194 +1 +0%
SIM
853
SSI Investment Management
California
$763K – – –
CIAS
854
Capital Investment Advisory Services
North Carolina
$762K +$24.7K +130 +3%
BAM
855
Bosun Asset Management
Illinois
$759K – – –
MAM
856
MWA Asset Management
Massachusetts
$755K -$49.2K -259 -6%
PWMAG
857
Pinnacle Wealth Management Advisory Group
New Jersey
$755K -$24.9K -131 -3%
DPW
858
DiNuzzo Private Wealth
Pennsylvania
$751K +$335K +1,764 +80%
MFA
859
Mayflower Financial Advisors
Massachusetts
$751K -$54.7K -288 -7%
BI
860
Berkeley Inc
Idaho
$748K +$374K +1,971 +100%
OAM
861
Occidental Asset Management
California
$748K – – –
BFA
862
Brendel Financial Advisors
New Hampshire
$745K -$26.8K -141 -3%
BA
863
Bristlecone Advisors
Washington
$744K +$133K +700 +22%
RVM
864
Robinson Value Management
Texas
$744K -$35.1K -185 -5%
EB
865
Emprise Bank
Kansas
$742K -$9.3K -49 -1%
FSA
866
Fort Sheridan Advisors
Illinois
$739K +$40.2K +212 +6%
BFWA
867
Benchmark Financial Wealth Advisors
Florida
$735K +$149K +787 +26%
COCM
868
Charter Oak Capital Management
New Hampshire
$735K +$56.9K +300 +8%
Balyasny Asset Management
869
Balyasny Asset Management
Illinois
$733K -$2.71M -14,293 -79%
VCM
870
Vivaldi Capital Management
Illinois
$733K +$1.9K +10 +0.3%
SP
871
Stonebrook Private
Michigan
$733K +$13.7K +72 +2%
ACA
872
Atlas Capital Advisors
Wyoming
$723K +$282K +1,484 +64%
S
873
Sunpointe
Missouri
$722K – – –
SLG
874
Stanley-Laman Group
Pennsylvania
$720K – – –
WCFA
875
Walkner Condon Financial Advisors
Wisconsin
$720K -$36.8K -194 -5%
33 34
35
36 37