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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 %
MPCG
1201
Matrix Private Capital Group
New York
$304K +$569 +3 +0.2%
BEI
1202
Benjamin Edwards Inc
Missouri
$303K +$303K +1,599 New
BEAM
1203
Baker Ellis Asset Management
Washington
$301K – – –
WEG
1204
World Equity Group
Illinois
$300K +$37.4K +197 +14%
RRWA
1205
Rainey & Randall Wealth Advisors
Florida
$299K +$569 +3 +0.2%
TC
1206
Trust Company
Kansas
$299K -$949 -5 -0.3%
SWM
1207
Stockman Wealth Management
Montana
$299K – – –
MWM
1208
MorganRosel Wealth Management
Colorado
$299K – – –
JPWM
1209
Jamison Private Wealth Management
Georgia
$299K – – –
SP
1210
Stablepoint Partners
Massachusetts
$298K +$298K +1,570 New
GWMR
1211
GC Wealth Management RIA
Massachusetts
$298K -$4.18K -22 -1%
HGWM
1212
Horst & Graben Wealth Management
Oregon
$297K +$36.3K +191 +14%
GD
1213
Grandfield & Dodd
New York
$296K – – –
SCM
1214
Stonehearth Capital Management
Massachusetts
$295K +$71K +374 +32%
CP
1215
Coho Partners
Pennsylvania
$295K -$156K -820 -35%
EWM
1216
Executive Wealth Management
Michigan
$294K +$294K +1,551 New
PP
1217
PDS Planning
Ohio
$294K +$759 +4 +0.3%
UWM
1218
USAdvisors Wealth Management
Minnesota
$293K -$45.2K -239 -13%
KWMG
1219
King Wealth Management Group
Florida
$293K – – –
MRCM
1220
M&R Capital Management
New Jersey
$292K +$759 +4 +0.3%
MA
1221
MJP Associates
Connecticut
$292K +$292K +1,536 New
CA
1222
CoreCap Advisors
Michigan
$288K +$288K +1,519 New
IC
1223
Inscription Capital
Texas
$288K – – –
TW
1224
Transform Wealth
Colorado
$288K – – –
OFA
1225
Oak Family Advisors
Illinois
$287K – – –
47 48
49
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