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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
$843M
3
Prudential Financial
Prudential Financial
New Jersey
$368M
4
JHU
Johns Hopkins University
Maryland
$210M
5
American Century Companies
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.37B
2
HMH
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
Goldman Sachs
New York
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1576
Wealth Alliance
New York
– -$1.09M -6,249 Closed
Squarepoint
1577
Squarepoint
New York
– -$569K -3,262 Closed
CIM
1578
Confluence Investment Management
Missouri
– -$522K -2,994 Closed
FIM
1579
Fernwood Investment Management
Massachusetts
– -$484K -2,773 Closed
AA
1580
AlphaCentric Advisors
Puerto Rico
– -$482K -2,762 Closed
MLM
1581
Mount Lucas Management
Pennsylvania
– -$482K -2,762 Closed
HIM
1582
Hanlon Investment Management
New Jersey
– -$476K -2,729 Closed
EA
1583
Everpar Advisors
Oklahoma
– -$464K -2,662 Closed
IWA
1584
Inspirion Wealth Advisors
Illinois
– -$338K -1,936 Closed
AMBIA
1585
Allen Mooney & Barnes Investment Advisors
Georgia
– -$305K -1,748 Closed
PWA
1586
Phoenix Wealth Advisors
North Carolina
– -$295K -1,690 Closed
SRL
1587
Scientech Research LLC
New Jersey
– -$281K -1,609 Closed
GM
1588
GeoWealth Management
Illinois
– -$277K -1,586 Closed
Wolverine Trading
1589
Wolverine Trading
Illinois
– -$271K -1,553 Closed
LFP
1590
Lakeshore Financial Planning
Michigan
– -$230K -1,318 Closed
MYIA
1591
Mount Yale Investment Advisors
Colorado
– -$225K -1,288 Closed
OPA
1592
Old Port Advisors
Maine
– -$221K -1,266 Closed
SCM
1593
Steele Capital Management
Iowa
– -$218K -1,247 Closed
GI
1594
Gradient Investments
Minnesota
– -$211K -1,207 Closed
AFP
1595
Alpha Financial Partners
Kentucky
– -$208K -1,193 Closed
FFS
1596
Founders Financial Securities
Maryland
– -$204K -1,170 Closed
RIA
1597
Realta Investment Advisors
Delaware
– -$104K -596 Closed
LIA
1598
Lynx Investment Advisory
District of Columbia
– -$102K -585 Closed
GLR
1599
Great Lakes Retirement
Ohio
– -$86.5K -496 Closed
TFF
1600
The Family Firm
Maryland
– -$37.2K -213 Closed
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