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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 %
RC
1326
Roundview Capital
New Jersey
$225K -$2.09K -11 -0.9%
HC
1327
Hourglass Capital
Texas
$225K -$15.2K -80 -6%
WA
1328
WBH Advisory
Maryland
$224K -$379 -2 -0.2%
PIMG
1329
Patriot Investment Management Group
Tennessee
$223K – – –
BCM
1330
Brookmont Capital Management
Texas
$222K – – –
SWMP
1331
Signature Wealth Management Partners
New Jersey
$222K +$1.14K +6 +0.5%
CRI
1332
Commonwealth Retirement Investments
Virginia
$221K – – –
FFP
1333
FourThought Financial Partners
Florida
$221K -$7.4K -39 -3%
SAG
1334
SageView Advisory Group
California
$221K -$35.7K -188 -14%
SAI
1335
Savvy Advisors Inc
New York
$221K – – –
EBT
1336
Enterprise Bank & Trust
Massachusetts
$221K – – –
RRCM
1337
Rappaport Reiches Capital Management
Illinois
$221K – – –
GCP
1338
GSA Capital Partners
United Kingdom
$219K +$219K +1,152 New
TCB
1339
Texas Capital Bancshares
Texas
$217K +$217K +1,144 New
CFP
1340
Catalyst Financial Partners
Massachusetts
$217K +$217K +1,143 New
AHC
1341
Anderson Hoagland & Co
Missouri
$216K +$216K +1,140 New
AIP
1342
Ameritas Investment Partners
Nebraska
$216K -$99.3K -523 -31%
NFA
1343
Northern Financial Advisors
Michigan
$215K +$215K +1,134 New
HNWAG
1344
High Net Worth Advisory Group
Florida
$214K -$5.69K -30 -3%
CCP
1345
Cassia Capital Partners
North Carolina
$214K +$214K +1,125 New
PA
1346
Probity Advisors
Texas
$213K +$213K +1,124 New
NWM
1347
Northwest Wealth Management
Iowa
$212K -$15.6K -82 -7%
IWS
1348
Insight Wealth Strategies
California
$212K +$212K +1,118 New
SFG
1349
SNS Financial Group
Minnesota
$212K +$212K +1,116 New
MFP
1350
Meridian Financial Partners
Virginia
$211K +$211K +1,111 New
52 53
54
55 56