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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.62%
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
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 %
VAMG
1376
Voisard Asset Management Group
Michigan
$189K – – –
FCMT
1377
Founders Capital Management (Texas)
Texas
$187K – – –
TFM
1378
TFC Financial Management
Massachusetts
$187K – – –
SWM
1379
Sugarloaf Wealth Management
Georgia
$181K – – –
WBC
1380
West Branch Capital
Massachusetts
$179K -$2.28K -12 -1%
CF
1381
Centaurus Financial
California
$178K +$54.2K +286 +44%
GFL
1382
Granite FO LLC
New Hampshire
$171K +$171K +902 New
DFC
1383
DB Fitzpatrick & Co
Idaho
$170K -$190 -1 -0.1%
MFT
1384
Moisand Fitzgerald Tamayo
Florida
$167K – – –
IWP
1385
IAG Wealth Partners
Wisconsin
$167K +$87.3K +460 +110%
W
1386
WealthCollab
Washington
$164K – – –
BMC
1387
Bear Mountain Capital
Washington
$163K -$5.95K -31 -4%
CFD
1388
Creative Financial Designs
Indiana
$163K +$379 +2 +0.2%
PCWA
1389
Pacific Capital Wealth Advisors
California
$162K – – –
CA
1390
Crewe Advisors
Utah
$162K – – –
AWM
1391
Avondale Wealth Management
Texas
$157K – – –
OP
1392
ORG Partners
Indiana
$155K – – –
BCP
1393
Blue Chip Partners
Michigan
$152K +$2.09K +11 +1%
SAM
1394
Smartleaf Asset Management
Massachusetts
$150K +$86.4K +456 +136%
RFA
1395
Register Financial Advisors
Georgia
$149K +$759 +4 +0.5%
FPFS
1396
First Personal Financial Services
North Carolina
$144K +$3.42K +18 +2%
HBT
1397
Hills Bank & Trust
Iowa
$138K – – –
TWC
1398
TD Waterhouse Canada
Ontario, Canada
$136K +$125K +660 +1,100%
USB
1399
Union Savings Bank
Connecticut
$134K +$18.6K +98 +16%
DF
1400
Dunhill Financial
United Kingdom
$134K +$759 +4 +0.6%
54 55
56
57 58