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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 %
KCM
1351
Kathmere Capital Management
Pennsylvania
$209K +$209K +1,103 New
IPW
1352
Inlet Private Wealth
Florida
$209K +$209K +1,102 New
VFG
1353
V2 Financial group
Illinois
$209K – – –
NL
1354
NVWM LLC
Pennsylvania
$209K – – –
PWLP
1355
Prio Wealth Limited Partnership
Massachusetts
$208K +$208K +1,096 New
BIP
1356
Blue Investment Partners
California
$207K +$207K +1,092 New
FWP
1357
Falcon Wealth Planning
California
$207K +$207K +1,091 New
MGWA
1358
Monument Group Wealth Advisors
Massachusetts
$207K +$207K +1,089 New
RCA
1359
Resonant Capital Advisors
Wisconsin
$206K +$206K +1,087 New
BA
1360
Bluesphere Advisors
Pennsylvania
$206K +$206K +1,086 New
PIM
1361
Provident Investment Management
Michigan
$206K +$206K +1,085 New
VAF
1362
Values Added Financial
District of Columbia
$206K +$206K +1,083 New
SIAG
1363
Safeguard Investment Advisory Group
California
$205K +$205K +1,080 New
CFS
1364
Cannon Financial Strategists
Georgia
$204K -$384K -2,023 -65%
Luther King Capital Management (LKCM)
1365
Luther King Capital Management (LKCM)
Texas
$204K – – –
EC
1366
Eaton-Cambridge
Arizona
$203K +$203K +1,069 New
TPWM
1367
Twelve Points Wealth Management
Massachusetts
$202K +$202K +1,066 New
KL
1368
KilterHowling LLC
Colorado
$202K +$202K +1,065 New
CF
1369
Convergence Financial
Missouri
$202K +$202K +1,062 New
PC
1370
Pecaut & Co
Iowa
$201K +$201K +1,059 New
TWM
1371
Tanglewood Wealth Management
Texas
$201K +$201K +1,057 New
BIG
1372
Builder Investment Group
Georgia
$200K +$200K +1,055 New
TCM
1373
Tandem Capital Management
New Jersey
$200K +$200K +1,055 New
LIA
1374
Luken Investment Analytics
Tennessee
$199K – – –
CSB
1375
City State Bank
Iowa
$193K – – –
53 54
55
56 57