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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,564 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, 526 reducing their positions, and 41 closing their positions.

Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.63%
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
526
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$148M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$843M
3
Prudential Financial
3
Prudential Financial
New Jersey
$368M
4
JHU
4
Johns Hopkins University
Maryland
$210M
5
American Century Companies
5
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.37B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.89B
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
101
First Horizon Advisors
Tennessee
$37.4M 197,276 -2,325 -1%
JE
102
JMAC Enterprises
Pennsylvania
$37.4M 196,997 +4,480 +2%
Cerity Partners
103
Cerity Partners
New York
$37.2M 196,038 +7,296 +4%
SQA
104
Simon Quick Advisors
New Jersey
$36.2M 190,904 -4,590 -2%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$36.1M 191,087 +8,515 +5%
MWM
106
Mission Wealth Management
California
$34.3M 180,752 -2,242 -1%
LL
107
LWMG LLC
Minnesota
$34.2M 180,085 +12,911 +8%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$34M 179,040 -3,570 -2%
BWCS
109
Beirne Wealth Consulting Services
Connecticut
$33.3M 175,393 +25,101 +17%
LFWA
110
LBJ Family Wealth Advisors
Texas
$32.2M 169,743 -250 -0.1%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$32.2M 169,697 +5,111 +3%
TPWA
112
TRUE Private Wealth Advisors
Oregon
$31.1M 164,069 -6,605 -4%
HWM
113
HB Wealth Management
Georgia
$31.1M 163,920 +7,006 +4%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$31M 163,279 -6,453 -4%
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$30.2M 159,264 -527,272 -77%
AIA
116
Alera Investment Advisors
Illinois
$30M 158,106 -26,032 -14%
PFP
117
Pinnacle Financial Partners
Tennessee
$29.9M 157,622 -2,682 -2%
JFGIW
118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.4M 154,873 +75,222 +94%
SG Americas Securities
119
SG Americas Securities
New York
$28.5M 150,315 +110,817 +281%
KeyBank National Association
120
KeyBank National Association
Ohio
$28.5M 149,959 +4,009 +3%
Boston Partners
121
Boston Partners
Massachusetts
$28.4M 149,531 -7,953 -5%
CP
122
Covenant Partners
Tennessee
$27.8M 146,605 +13,830 +10%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$26.8M 141,458 -16,399 -10%
CIAS
124
CFS Investment Advisory Services
New Jersey
$26.7M 140,499 -140,135 -50%
SC
125
Savant Capital
Illinois
$26.3M 138,642 +4,072 +3%
3 4
5
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