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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 %
HIF
1126
Hill Island Financial
Michigan
$373K +$373K +1,964 New
PCMC
1127
Planning Capital Management Corporation
Pennsylvania
$371K +$14.4K +76 +4%
HIS
1128
Horizon Investment Services
Indiana
$370K +$370K +1,951 New
AT
1129
American Trust
Kentucky
$368K -$430K -2,264 -54%
RT
1130
Rockland Trust
Massachusetts
$368K – – –
BCMLT
1131
Beacon Capital Management LLC (Tennessee)
Tennessee
$365K +$3.99K +21 +1%
Diamond Hill Capital Management
1132
Diamond Hill Capital Management
Ohio
$365K -$245K -1,291 -40%
SF
1133
Safeguard Financial
Wisconsin
$365K – – –
MP
1134
McDonald Partners
Ohio
$364K – – –
JGIA
1135
Jackson Grant Investment Advisers
Connecticut
$363K -$4.56K -24 -1%
CAM
1136
Cozad Asset Management
Illinois
$363K – – –
AWA
1137
Arbor Wealth Advisors
Michigan
$363K – – –
SFS
1138
Sharp Financial Services
Pennsylvania
$362K -$19K -100 -5%
NIG
1139
NFJ Investment Group
Texas
$361K -$314K -1,656 -47%
IWM
1140
Integris Wealth Management
California
$361K – – –
PCM
1141
Poehling Capital Management
Wisconsin
$359K – – –
IA
1142
IFG Advisors
Missouri
$357K +$3.99K +21 +1%
CAL
1143
Capital Analysts LLC
Pennsylvania
$356K -$48.2K -254 -12%
RPSA
1144
Richard P. Slaughter Associates
Texas
$355K +$355K +1,873 New
WT
1145
Washington Trust
Rhode Island
$355K – – –
SWP
1146
ShoreHaven Wealth Partners
New Jersey
$355K -$190 -1 -0.1%
PAI
1147
Pittenger & Anderson Inc
Nebraska
$355K – – –
IIM
1148
Ironwood Investment Management
Massachusetts
$354K – – –
KIG
1149
Kowal Investment Group
Wisconsin
$354K +$1.33K +7 +0.4%
SC
1150
Stephenson & Company
California
$353K -$3.04K -16 -0.9%
44 45
46
47 48