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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 %
RSWM
1301
Robertson Stephens Wealth Management
California
$237K +$237K +1,248 New
POIA
1302
Pin Oak Investment Advisors
Texas
$236K -$14.4K -76 -6%
AP
1303
Atwood & Palmer
Missouri
$234K – – –
FWA
1304
FSM Wealth Advisors
Ohio
$234K +$380 +2 +0.2%
GWM
1305
Greenhouse Wealth Management
Connecticut
$233K -$38.3K -202 -14%
TFS
1306
Thoroughbred Financial Services
Tennessee
$233K -$930K -4,900 -80%
RW
1307
REDW Wealth
New Mexico
$233K +$190 +1 +0.1%
ARC
1308
Advisor Resource Council
Texas
$232K +$232K +1,224 New
CKAIS
1309
Christensen King & Associates Investment Services
Washington
$232K -$1.71K -9 -0.7%
BCM
1310
Beaumont Capital Management
Massachusetts
$232K -$3.04M -16,036 -93%
BPFA
1311
Barnes Pettey Financial Advisors
Mississippi
$232K – – –
SG
1312
Sharper & Granite
California
$231K – – –
WRPWM
1313
Werba Rubin Papier Wealth Management
California
$231K – – –
BSA
1314
Braun Stacey Associates
New York
$231K -$8.92K -47 -4%
CFSG
1315
Community Financial Services Group
Vermont
$230K – – –
BB
1316
Berkshire Bank
Massachusetts
$230K – – –
SWM
1317
SK Wealth Management
Rhode Island
$229K +$229K +1,227 New
CC
1318
Commons Capital
Massachusetts
$229K +$380 +2 +0.2%
SCP
1319
Stevens Capital Partners
Nebraska
$228K -$9.68K -51 -4%
LWM
1320
LongView Wealth Management
Georgia
$228K – – –
MTIC
1321
Missouri Trust & Investment Company
Missouri
$228K – – –
MIM
1322
MTM Investment Management
South Carolina
$228K – – –
FAT
1323
First American Trust
California
$227K +$227K +1,198 New
SWM
1324
Selective Wealth Management
Virginia
$226K – – –
TF
1325
Trek Financial
Arizona
$225K -$36.1K -190 -14%
51 52
53
54 55