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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 %
PB
1151
Pinnacle Bancorp
Nebraska
$353K -$5.69K -30 -2%
HWP
1152
Highline Wealth Partners
California
$352K -$23.3K -123 -6%
RPGK
1153
Retirement Planning Group (Kansas)
Kansas
$352K +$352K +1,852 New
MW
1154
MBL Wealth
North Carolina
$350K – – –
FPCG
1155
Forum Private Client Group
Indiana
$350K -$15.8K -83 -4%
PPW
1156
PACK Private Wealth
Minnesota
$350K – – –
RDFA
1157
Ritter Daniher Financial Advisory
Ohio
$350K – – –
TH
1158
Team Hewins
California
$348K +$348K +1,835 New
CFGS
1159
Concourse Financial Group Securities
Alabama
$348K +$10.1K +53 +3%
NC
1160
NovaPoint Capital
Georgia
$346K +$111K +586 +47%
LG
1161
LaFleur & Godfrey
Michigan
$345K – – –
GAG
1162
GM Advisory Group
New York
$344K +$51.1K +269 +17%
SSW
1163
Stone Summit Wealth
Florida
$342K -$4.56K -24 -1%
BBPWM
1164
Blue Bell Private Wealth Management
Pennsylvania
$340K – – –
TWM
1165
Tanager Wealth Management
United Kingdom
$340K – – –
WMP
1166
Wealth Management Partners
Arizona
$339K – – –
FA
1167
Fountainhead AM
New Jersey
$336K +$190 +1 +0.1%
RMDI
1168
R.M. Davis Inc
Maine
$336K +$380 +2 +0.1%
MWP
1169
Madison Wealth Partners
Wisconsin
$334K – – –
AWM
1170
Altus Wealth Management
Kentucky
$334K – – –
IP
1171
Ignite Planners
California
$332K -$89.8K -473 -21%
FW
1172
Fairway Wealth
Ohio
$331K – – –
JJBC
1173
James J. Burns & Company
New York
$331K – – –
APW
1174
Acima Private Wealth
Virginia
$331K – – –
JAG
1175
Journey Advisory Group
Kentucky
$331K – – –
45 46
47
48 49