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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,503 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 482 increasing their positions, 544 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-23
Holders Change %
-1.51%
% of All Funds
21.86%
Holding in Top 10
88
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.11%
% of All Funds
1.28%
New
85
Increased
482
Reduced
544
Closed
82
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.69B
2
AssetMark Inc
2
AssetMark Inc
California
$101M
3
APF
3
Alaska Permanent Fund
Alaska
$452M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$107M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$116M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.06B
2
GA
2
GFS Advisors
Texas
$2.69M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.67B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.57B
5
AIA
5
Alera Investment Advisors
Illinois
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$8.73M +$26.9K +154 +0.3%
MBT
227
Montecito Bank & Trust
California
$8.69M -$1.72M -9,876 -17%
PWM
228
Proathlete Wealth Management
Florida
$8.68M +$1.02M +5,866 +13%
PRWA
229
Platte River Wealth Advisors
Colorado
$8.67M +$24.9K +143 +0.3%
DT
230
Diversified Trust
Tennessee
$8.6M +$58.8K +337 +0.7%
BTI
231
Blue Trust Inc
Georgia
$8.5M +$5.98M +33,379 +237%
MDSL
232
M.D. Sass LLC
New York
$8.45M +$8.45M +48,413 New
SF
233
Summit Financial
New Jersey
$8.3M +$2.69M +15,431 +48%
SWM
234
Segment Wealth Management
Texas
$8.26M -$29.7K -170 -0.4%
TWM
235
Tradition Wealth Management
Minnesota
$8.23M -$11.9K -68 -0.1%
Allspring Global Investments
236
Allspring Global Investments
North Carolina
$8.2M +$19K +109 +0.2%
PP
237
Pegasus Partners
Wisconsin
$8.18M -$279K -1,599 -3%
FCP
238
Fidelis Capital Partners
Florida
$8.1M +$146K +838 +2%
UB
239
UMB Bank
Missouri
$8.09M -$203K -1,163 -2%
CFG
240
Clayton Financial Group
Missouri
$8.07M +$3.05K +17 +0%
SW
241
SlateStone Wealth
Florida
$7.77M +$200K +1,148 +3%
HW
242
Hancock Whitney
Mississippi
$7.73M +$75.9K +435 +1%
OFS
243
Oldfather Financial Services
Nebraska
$7.69M +$34.2K +196 +0.4%
SC
244
Sierra Capital
Florida
$7.62M +$2.62K +15 +0%
NGA
245
Naples Global Advisors
Florida
$7.54M +$946K +5,424 +14%
OFG
246
Oxford Financial Group
Indiana
$7.52M -$137K -785 -2%
MAM
247
Marquette Asset Management
Minnesota
$7.42M -$11K -63 -0.1%
ZIM
248
Zacks Investment Management
Illinois
$7.38M +$189K +1,081 +3%
D.E. Shaw & Co
249
D.E. Shaw & Co
New York
$7.35M +$7.35M +42,110 New
HSA
250
HBK Sorce Advisory
Pennsylvania
$7.26M -$310K -1,775 -4%
8 9
10
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