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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 %
KA
1076
Klingman & Associates
New York
$419K – – –
GKIM
1077
GW&K Investment Management
Massachusetts
$419K +$380 +2 +0.1%
ERWM
1078
Elk River Wealth Management
Colorado
$418K -$5.13K -27 -1%
ANBT
1079
American National Bank & Trust
Texas
$418K -$2.47K -13 -0.6%
LPAM
1080
Lodestar Private Asset Management
California
$417K +$1.14K +6 +0.3%
GTAM
1081
Global Trust Asset Management
Florida
$416K – – –
RWM
1082
Rockwood Wealth Management
Pennsylvania
$416K +$24.7K +130 +6%
CIC
1083
Carnegie Investment Counsel
Ohio
$415K – – –
FCAM
1084
First Citizens Asset Management
North Carolina
$415K -$30.4K -160 -7%
JC
1085
Jentner Corp
Ohio
$415K -$18.4K -97 -4%
PPW
1086
Pasadena Private Wealth
California
$413K – – –
TCOV
1087
Trust Company of Vermont
Vermont
$412K – – –
HBWM
1088
Hollow Brook Wealth Management
New York
$412K +$412K +2,170 New
CWG
1089
Cornerstone Wealth Group
North Carolina
$411K +$42.5K +224 +12%
SFP
1090
Strategic Financial Partners
Oregon
$410K -$19.4K -102 -5%
PWM
1091
Power Wealth Management
Georgia
$410K – – –
CCG
1092
Coastwise Capital Group
California
$408K +$190 +1 +0%
EP
1093
Edgestream Partners
New Jersey
$408K -$399K -2,103 -49%
GC
1094
Gibson Capital
Pennsylvania
$407K – – –
OA
1095
Operose Advisors
Wisconsin
$404K +$57.1K +301 +16%
TSWM
1096
Tyler-Stone Wealth Management
Ohio
$404K +$202K +1,065 +100%
WAM
1097
Weatherly Asset Management
California
$404K – – –
PJWM
1098
Philip James Wealth Mangement
Georgia
$403K +$2.09K +11 +0.5%
RP
1099
Rice Partnership
Hawaii
$402K – – –
WH
1100
Willner & Heller
California
$400K +$2.28K +12 +0.6%
42 43
44
45 46