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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
22.63%
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
1
BNP Paribas Financial Markets
France
$148M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$843M
3
Prudential Financial
3
Prudential Financial
New Jersey
$368M
4
JHU
4
Johns Hopkins University
Maryland
$210M
5
American Century Companies
5
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.37B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
126
AMG National Trust Bank
Colorado
$26.1M -$1.93M -10,154 -7%
RWB
127
RMR Wealth Builders
New Jersey
$25.7M -$90.3K -476 -0.4%
PSP
128
Pacific Sage Partners
Washington
$25.4M +$728K +3,837 +3%
DAS
129
Dynamic Advisor Solutions
Arizona
$25.4M -$147K -774 -0.6%
CAL
130
Capital Advisors Ltd
Ohio
$24.8M -$238K -1,252 -0.9%
CI
131
CX Institutional
Indiana
$24.8M +$162K +856 +0.7%
Massachusetts Financial Services
132
Massachusetts Financial Services
Massachusetts
$24.7M +$2.84M +14,966 +13%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$24.1M -$4.94K -26 -0%
WC
134
Waterloo Capital
Texas
$23.6M -$2.06M -10,829 -8%
CG
135
Corundum Group
Colorado
$23M -$1.17M -6,182 -5%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$22.9M -$659K -3,484 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
137
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.8M -$949K -5,000 -4%
G
138
Gainplan
Michigan
$22.7M +$28.3K +162 +0.1%
WA
139
Waverly Advisors
Alabama
$22.3M -$1.55M -8,147 -6%
WCAMG
140
Woodard & Company Asset Management Group
North Carolina
$22M -$2.97M -15,647 -12%
AC
141
AWM Capital
Arizona
$21.8M -$77.2K -407 -0.4%
FB
142
Fulton Bank
Pennsylvania
$21.6M -$929K -4,897 -4%
TA
143
TruWealth Advisors
Louisiana
$21.4M +$812K +4,279 +4%
FCI
144
Financial Counselors Inc
Kansas
$21.4M -$106K -556 -0.5%
EIC
145
Equity Investment Corp
Georgia
$21.3M -$8.29M -43,697 -28%
TPCW
146
TD Private Client Wealth
New York
$20.7M -$1.89M -9,965 -8%
NA
147
NewEdge Advisors
Louisiana
$20.7M +$1.96M +10,312 +10%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$20.7M +$1.08M +5,696 +6%
WANY
149
Wealthspire Advisors (New York)
New York
$20.3M +$4M +21,085 +25%
SIM
150
Stratos Investment Management
Ohio
$20.3M +$2.45M +12,929 +14%
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