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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 %
OIM
1101
Oder Investment Management
California
$400K +$190 +1 +0%
CAM
1102
Campion Asset Management
Virginia
$399K -$108K -567 -21%
SFWC
1103
Strategic Family Wealth Counselors
New Jersey
$396K +$90.3K +476 +30%
DCM
1104
DGS Capital Management
New Jersey
$394K -$2.85K -15 -0.7%
VT
1105
Vise Technologies
New York
$393K -$51.2K -270 -12%
FMTCOCP
1106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$392K -$85.5K -450 -18%
LWM
1107
LJI Wealth Management
Indiana
$391K – – –
ZF
1108
Zhang Financial
Michigan
$391K +$1.33K +7 +0.3%
AAG
1109
Armstrong Advisory Group
Massachusetts
$391K +$24.7K +130 +7%
MCA
1110
MSH Capital Advisors
Arizona
$391K +$1.9K +10 +0.5%
AAM
1111
Austin Asset Management
Texas
$390K – – –
TSWM
1112
Triangle Securities Wealth Management
North Carolina
$387K -$2.47K -13 -0.6%
GA
1113
Greenspring Advisors
Maryland
$387K – – –
ME
1114
McIlrath & Eck
Washington
$387K +$59K +311 +18%
CCM
1115
Canal Capital Management
Virginia
$383K +$1.71K +9 +0.4%
MA
1116
MCF Advisors
Kentucky
$382K – – –
CCA
1117
Cobblestone Capital Advisors
New York
$382K – – –
MC
1118
Matisse Capital
Oregon
$381K +$380 +2 +0.1%
GEA
1119
Glen Eagle Advisors
New Jersey
$380K – – –
AHB
1120
Abner Herrman & Brock
New Jersey
$380K – – –
WTFG
1121
Wells Trecaso Financial Group
Ohio
$374K – – –
FOA
1122
Five Oceans Advisors
California
$374K +$374K +1,971 New
GPW
1123
Gray Private Wealth
Massachusetts
$374K – – –
PEA
1124
Park Edge Advisors
Ohio
$374K – – –
HPIA
1125
Hamilton Point Investment Advisors
North Carolina
$373K – – –
43 44
45
46 47