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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 %
SA
151
Sanctuary Advisors
Indiana
$20.2M +$837K +4,232 +4%
NYLIM
152
New York Life Investment Management
New York
$19.8M -$9.9M -52,165 -33%
WW
153
Westshore Wealth
California
$19.4M +$343K +1,807 +2%
SWA
154
Stratos Wealth Advisors
Ohio
$19.4M +$6.02M +31,743 +45%
VVP
155
Venture Visionary Partners
Ohio
$18.8M +$890K +4,691 +5%
AWS
156
Atria Wealth Solutions
New York
$18.2M -$478K -2,518 -3%
UCFA
157
United Capital Financial Advisors
Texas
$18.1M -$214K -1,130 -1%
CWA
158
CM Wealth Advisors
Ohio
$17.5M +$16.7M +88,082 +2,209%
GIA
159
GHP Investment Advisors
Colorado
$17.4M -$176K -925 -1%
FA
160
FDx Advisors
Illinois
$16.3M -$520K -2,741 -3%
CWM
161
Congress Wealth Management
Massachusetts
$16.2M -$19.6M -103,458 -55%
NFW
162
Noble Family Wealth
Florida
$16.1M +$2.28K +12 +0%
RWP
163
RWA Wealth Partners
Massachusetts
$16.1M +$13M +68,390 +412%
BCM
164
BTC Capital Management
Iowa
$16.1M -$3.16M -16,653 -16%
HCC
165
Hirtle Callaghan & Co
Pennsylvania
$15.9M -$451K -2,378 -3%
LC
166
Lindbrook Capital
California
$15.9M -$1.8M -9,464 -10%
RJT
167
Raymond James Trust
Florida
$15.8M +$611K +3,220 +4%
IIC
168
Integrated Investment Consultants
Michigan
$15.8M +$780K +4,367 +5%
RFA
169
RTD Financial Advisors
Pennsylvania
$15.7M +$661K +3,484 +4%
GT
170
Glenmede Trust
Pennsylvania
$15.7M +$295K +1,552 +2%
IFO
171
Independent Family Office
New York
$15.6M +$402K +2,119 +3%
KP
172
Keel Point
Alabama
$15.2M +$54.9K +289 +0.4%
BFG
173
Bleakley Financial Group
New Jersey
$15.2M +$25.2K +133 +0.2%
BPA
174
Beacon Pointe Advisors
California
$14.9M -$1.06M -5,606 -7%
FCBT
175
First Citizens Bank & Trust
North Carolina
$14.7M -$389K -2,050 -3%
5 6
7
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