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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 %
PP
976
PrairieView Partners
Minnesota
$547K -$7.78K -41 -1%
BCP
977
Berkeley Capital Partners
Georgia
$547K -$1.33K -7 -0.2%
ST
978
Spinnaker Trust
Maine
$546K +$73.1K +385 +15%
LWM
979
Lakeridge Wealth Management
Ohio
$545K +$2.28K +12 +0.4%
CFP
980
Cascade Financial Partners
California
$545K – – –
RIA
981
Regal Investment Advisors
Michigan
$542K -$91.5K -482 -14%
SEIA
982
Signature Estate & Investment Advisors
California
$541K +$2.09K +11 +0.4%
SFG
983
Sovereign Financial Group
Connecticut
$540K – – –
WP
984
WealthPLAN Partners
Nebraska
$539K – – –
DWM
985
Dechtman Wealth Management
Colorado
$537K -$6.07K -32 -1%
CA
986
Centerpoint Advisors
Massachusetts
$537K – – –
Jane Street
987
Jane Street
New York
$537K -$176K -925 -25%
PL
988
Plancorp LLC
Missouri
$535K – – –
SHGA
989
Sand Hill Global Advisors
California
$530K +$38.5K +203 +8%
MWAM
990
Manhattan West Asset Management
California
$529K -$16.1K -85 -3%
DJSG
991
D.J. St. Germain
Massachusetts
$528K -$3.42K -18 -0.6%
MMA
992
Miracle Mile Advisors
California
$528K -$173K -911 -25%
AF
993
Advisornet Financial
Minnesota
$528K +$17.6K +93 +3%
OLA
994
Oliver Luxxe Assets
New Jersey
$526K +$30.7K +162 +6%
MCP
995
Mirador Capital Partners
California
$521K +$2.85K +15 +0.5%
ABWM
996
Alpine Bank Wealth Management
Colorado
$521K +$521K +2,745 New
CFA
997
Cahill Financial Advisors
Minnesota
$519K -$1.03M -5,406 -66%
AA
998
Aire Advisors
California
$516K +$2.66K +14 +0.5%
WPC
999
Wedmont Private Capital
Pennsylvania
$515K -$36.7K -195 -7%
CSPAM
1000
Cary Street Partners Asset Management
Virginia
$513K -$27.5K -145 -5%
38 39
40
41 42