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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 %
CAM
76
Cresset Asset Management
Illinois
$61.4M 323,714 -18,445 -5%
EWA
77
EP Wealth Advisors
California
$61.4M 323,336 +11,381 +4%
MGIA
78
Moneta Group Investment Advisors
Missouri
$59.4M 312,815 -7,646 -2%
AssetMark Inc
79
AssetMark Inc
California
$58.6M 308,875 -268,164 -46%
MCM
80
MAI Capital Management
Ohio
$58.5M 307,962 +1,794 +0.6%
LLWM
81
Life Line Wealth Management
California
$55.5M 292,378 +292,378 New
Brown Advisory
82
Brown Advisory
Maryland
$55.4M 292,006 -1,490 -0.5%
FBFS
83
First Business Financial Services
Wisconsin
$54.4M 286,403 -780 -0.3%
FWM
84
FSA Wealth Management
Massachusetts
$48.4M 255,026 +255,026 New
WRTC
85
Wind River Trust Company
Wyoming
$48.1M 253,335 – –
SPIA
86
Steward Partners Investment Advisory
New York
$47.1M 248,399 +3,820 +2%
PWM
87
Paulson Wealth Management
Illinois
$43.6M 229,861 +15,272 +7%
FAM
88
Flaharty Asset Management
Florida
$43.6M 229,662 -2,229 -1%
CA
89
Clearstead Advisors
Ohio
$42.6M 224,206 +9,294 +4%
Nuveen Asset Management
90
Nuveen Asset Management
Illinois
$42.5M 224,104 -81,017 -27%
BPWM
91
Badgley Phelps Wealth Managers
Washington
$42.5M 223,665 +2,953 +1%
RZH
92
Relyea Zuckerberg Hanson
Connecticut
$41.9M 220,773 -787 -0.4%
William Blair & Company
93
William Blair & Company
Illinois
$41.8M 220,364 +1,938 +0.9%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$41.4M 218,247 -56,326 -21%
NFG
95
Nadler Financial Group
Illinois
$41.4M 217,885 -2,602 -1%
CFM
96
Comprehensive Financial Management
California
$39.9M 210,233 – –
MFIM
97
Mesirow Financial Investment Management
Illinois
$39.6M 208,594 +157 +0.1%
KAS
98
Kestra Advisory Services
Texas
$39.4M 207,498 -7,435 -3%
GL
99
Graypoint LLC
New York
$39.2M 206,280 +11,632 +6%
RFC
100
Regions Financial Corp
Alabama
$37.5M 197,725 -3,358 -2%
2 3
4
5 6