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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 %
CCB
176
Country Club Bank
Missouri
$14.2M -$493K -2,605 -3%
AAS
177
Avantax Advisory Services
Texas
$14M +$668K +3,521 +5%
CWC
178
Carolinas Wealth Consulting
North Carolina
$14M -$23.3K -123 -0.2%
OS
179
Objectivity Squared
South Carolina
$13.9M +$4.12M +21,873 +42%
CM
180
Churchill Management
California
$13.6M -$988K -5,204 -7%
KPWS
181
Kestra Private Wealth Services
Texas
$13.3M -$758K -3,992 -5%
CA
182
Claro Advisors
Massachusetts
$13.2M +$1.09M +5,759 +9%
XF
183
XML Financial
Maryland
$13.2M +$474K +2,496 +4%
CCWA
184
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13M -$122K -641 -0.9%
MA
185
Montag & Associates
Georgia
$13M +$162K +852 +1%
ASRS
186
Arizona State Retirement System
Arizona
$13M +$13M +68,633 New
SAM
187
Silvercrest Asset Management
New York
$13M -$969K -5,106 -7%
CFO
188
Callan Family Office
Pennsylvania
$13M +$1.88M +9,880 +17%
MDSL
189
M.D. Sass LLC
New York
$13M +$3.77M +19,874 +41%
Tudor Investment Corp
190
Tudor Investment Corp
Connecticut
$12.6M +$8.55M +45,067 +212%
OPS
191
Orion Portfolio Solutions
Nebraska
$12.6M +$1.8M +9,484 +17%
BCI
192
Brinker Capital Investments
Pennsylvania
$12.6M +$1.8M +9,484 +17%
NCG
193
Newport Capital Group
New Jersey
$12.5M +$72.3K +381 +0.6%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$12.3M +$2.05M +10,819 +20%
UFA
195
US Financial Advisors
Massachusetts
$12.3M +$808K +4,258 +7%
SWRP
196
Summit Wealth & Retirement Planning
California
$12.3M -$515K -2,716 -4%
Neuberger Berman Group
197
Neuberger Berman Group
New York
$12.3M +$1.94M +10,212 +19%
WJA
198
Willis Johnson & Associates
Texas
$12.2M -$342K -1,801 -3%
SCG
199
Sonata Capital Group
Washington
$12.1M +$169K +893 +1%
I2I
200
Insight 2811 Inc
Illinois
$12.1M -$496K -2,611 -4%
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