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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 %
EDRH
1401
Edmond de Rothschild Holding
Switzerland
$128K – – –
VC
1402
Vestor Capital
Illinois
$126K – – –
GWSG
1403
GPS Wealth Strategies Group
Colorado
$124K +$190 +1 +0.2%
EW
1404
Element Wealth
Mississippi
$124K -$6.64K -35 -5%
MDCM
1405
Morgan Dempsey Capital Management
Wisconsin
$123K -$242K -1,277 -66%
T
1406
Tidemark
California
$121K – – –
TH
1407
TCTC Holdings
Texas
$121K – – –
FC
1408
Family CFO
California
$118K +$118K +623 New
HT
1409
Headlands Technologies
Illinois
$118K +$50.3K +265 +74%
MG
1410
MilWealth Group
Wisconsin
$117K – – –
RFS
1411
Richardson Financial Services
Massachusetts
$114K +$57.2K +314 +100%
WWM
1412
Wolff Wiese Magana
California
$114K +$11.2K +59 +11%
AGWCA
1413
Annis Gardner Whiting Capital Advisors
Florida
$114K – – –
WAG
1414
Windsor Advisory Group
Ohio
$111K – – –
FPF
1415
First Pacific Financial
Washington
$110K +$570 +3 +0.5%
CSC
1416
Caldwell Sutter Capital
California
$109K – – –
WPA
1417
West Paces Advisors
Georgia
$108K – – –
FCAS
1418
First Command Advisory Services
Texas
$106K – – –
AT
1419
Avalon Trust
New Mexico
$106K +$106K +558 New
LWANC
1420
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K – – –
SFC
1421
SYM Financial Corp
Indiana
$100K -$11K -58 -10%
BWP
1422
Baldwin Wealth Partners
Massachusetts
$94.9K – – –
CA
1423
Claris Advisors
Missouri
$91.9K +$91.9K +484 New
AIA
1424
Arcadia Investment Advisors
Idaho
$91.7K – – –
ETS
1425
ESL Trust Services
New York
$90.9K +$90.9K +479 New
55 56
57
58 59