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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 %
KWA
1001
Kingswood Wealth Advisors
California
$509K +$509K +2,684 New
PS
1002
Principal Securities
Iowa
$507K +$3.61K +19 +0.7%
EW
1003
Elyxium Wealth
California
$506K +$506K +2,665 New
IAS
1004
Insigneo Advisory Services
Florida
$505K -$19.9K -105 -4%
OFS
1005
Orrstown Financial Services
Pennsylvania
$502K +$502K +2,646 New
FC
1006
Forte Capital
New York
$501K – – –
ESB
1007
Essex Savings Bank
Connecticut
$500K -$4.75K -25 -0.9%
TAM
1008
Townsend Asset Management
North Carolina
$499K +$1.52K +8 +0.3%
TI
1009
Truepoint Inc
Ohio
$499K – – –
OHWP
1010
Oak Harbor Wealth Partners
North Carolina
$498K -$58.1K -306 -10%
CWM
1011
Chicago Wealth Management
Illinois
$497K – – –
SHFA
1012
SC&H Financial Advisors
Maryland
$497K +$1.33K +7 +0.3%
JF
1013
JSF Financial
California
$495K +$949 +5 +0.2%
FRA
1014
Front Row Advisors
California
$493K -$309K -1,626 -39%
BF
1015
Brogan Financial
Tennessee
$491K +$491K +2,588 New
LSPW
1016
Lake Street Private Wealth
Illinois
$491K -$145K -766 -23%
BBNA
1017
Bremer Bank National Association
Minnesota
$489K – – –
FC
1018
Fusion Capital
South Carolina
$481K +$39.7K +209 +9%
IA
1019
Insight Advisors
Pennsylvania
$479K +$2.09K +11 +0.4%
CC
1020
Cypress Capital
Tennessee
$478K -$25.6K -135 -5%
LA
1021
LM Advisors
California
$477K – – –
BFO
1022
Biltmore Family Office
North Carolina
$477K – – –
FMTC
1023
Farmers & Merchants Trust Company
California
$475K – – –
CAG
1024
Crestwood Advisors Group
Massachusetts
$473K – – –
YIA
1025
YHB Investment Advisors
Connecticut
$469K – – –
39 40
41
42 43