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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 %
HCA
1276
Heck Capital Advisors
Wisconsin
$253K -$9.11K -48 -3%
MCM
1277
Monument Capital Management
Virginia
$253K – – –
HPC
1278
HM Payson & Co
Maine
$252K – – –
M
1279
MOTCO
Texas
$252K – – –
PWS
1280
Proactive Wealth Strategies
Georgia
$250K +$250K +1,316 New
LIG
1281
Lokken Investment Group
Delaware
$249K – – –
BOH
1282
Bank of Hawaii
Hawaii
$249K -$25.6K -135 -9%
RLIM
1283
Red Lighthouse Investment Management
New York
$248K – – –
MLL
1284
Moody Lynn & Lieberson
Massachusetts
$247K +$247K +1,300 New
GKWIM
1285
Gerber Kawasaki Wealth & Investment Management
California
$247K +$760 +4 +0.3%
GWM
1286
GSB Wealth Management
Connecticut
$247K +$190 +1 +0.1%
CCMG
1287
Clark Capital Management Group
Pennsylvania
$245K +$245K +1,290 New
IAA
1288
Independent Advisor Alliance
North Carolina
$244K -$15.2K -80 -6%
ODG
1289
O'Dell Group
Ohio
$243K -$33.2K -175 -12%
SAM
1290
S.A. Mason
Michigan
$242K – – –
OCM
1291
Orion Capital Management
California
$242K +$3.04K +16 +1%
RCM
1292
RMR Capital Management
California
$242K – – –
GIP
1293
Greatmark Investment Partners
Georgia
$241K – – –
FBB
1294
Fulton Breakefield Broenniman
Maryland
$240K -$4.75K -25 -2%
DAS
1295
Diversify Advisory Services
Utah
$240K -$14.5K -76 -6%
LA
1296
LPF Advisors
Florida
$240K – – –
HWM
1297
Howard Wealth Management
Connecticut
$240K -$4.56K -24 -2%
KWM
1298
Keebeck Wealth Management
Illinois
$237K -$183K -963 -44%
AA
1299
Addison Advisors
Vermont
$237K – – –
NCFG
1300
New Century Financial Group
New Jersey
$237K +$237K +1,249 New
50 51
52
53 54