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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.06B
2
GA
GFS Advisors
Texas
$2.69M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.67B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.57B
5
AIA
Alera Investment Advisors
Illinois
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
326
Widmann Financial Services
Maryland
$4.88M -$12.7K -73 -0.3%
TLA
327
Tanglewood Legacy Advisors
Texas
$4.87M -$229K -1,315 -4%
IWM
328
IHT Wealth Management
Illinois
$4.87M -$420K -2,407 -8%
GRP
329
Global Retirement Partners
California
$4.86M +$525K +3,007 +12%
MA
330
Mutual Advisors
Nebraska
$4.85M -$45.1K -248 -0.9%
DIP
331
DT Investment Partners
Pennsylvania
$4.8M – – –
TW
332
Towerpoint Wealth
California
$4.8M -$109K -623 -2%
MPM
333
Meritage Portfolio Management
Kansas
$4.78M -$14.8K -85 -0.3%
AAM
334
Aureus Asset Management
Massachusetts
$4.76M -$7.85K -45 -0.2%
HDIM
335
Hanson & Doremus Investment Management
Vermont
$4.73M – – –
CVA
336
Central Valley Advisors
California
$4.72M -$554K -3,250 -10%
Aristotle Capital Management
337
Aristotle Capital Management
California
$4.68M +$198K +1,136 +4%
PWMG
338
Pinnacle Wealth Management Group
Michigan
$4.67M +$432K +2,477 +10%
HWA
339
Hillcrest Wealth Advisors
New Jersey
$4.65M -$34.9K -200 -0.7%
RCA
340
Riverview Capital Advisers
Massachusetts
$4.64M -$8.9K -51 -0.2%
SIA
341
Stegner Investment Associates
Kentucky
$4.63M +$349 +2 +0%
AG
342
AlTi Global
New York
$4.62M -$69.4K -398 -1%
CWS
343
Confluence Wealth Services
Pennsylvania
$4.6M +$56.5K +324 +1%
NPF
344
Norris Perne & French
Michigan
$4.6M -$502K -2,879 -10%
ACP
345
Aveo Capital Partners
Colorado
$4.56M +$4.15M +23,758 +992%
MCM
346
Manchester Capital Management
Vermont
$4.52M +$780K +4,470 +21%
RIL
347
Rothschild Investment LLC
Illinois
$4.5M -$28.3K -162 -0.6%
DWT
348
Dorsey & Whitney Trust
South Dakota
$4.49M – – –
BFM
349
Broadview Financial Management
Wisconsin
$4.47M -$24.9K -143 -0.6%
GVAG
350
Great Valley Advisor Group
Delaware
$4.45M -$615K -3,524 -12%
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