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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 %
NEPWA
376
New England Private Wealth Advisors
Massachusetts
$3.97M +$13.6K +78 +0.3%
SW
377
SVB Wealth
Massachusetts
$3.95M -$827K -4,739 -17%
FWCM
378
Ferguson Wellman Capital Management
Oregon
$3.94M +$45.2K +259 +1%
SWM
379
Spire Wealth Management
Virginia
$3.94M -$200K -1,145 -5%
FA
380
FC Advisory
Pennsylvania
$3.94M -$49K -281 -1%
RCAG
381
Rehmann Capital Advisory Group
Michigan
$3.93M -$21.5K -123 -0.5%
MMG
382
Monetary Management Group
Missouri
$3.92M +$8.72K +50 +0.2%
FMC
383
First Merchants Corp
Indiana
$3.91M – – –
SSB
384
Sandy Spring Bank
Maryland
$3.88M +$278K +1,592 +8%
TDWM
385
Topel & Distasi Wealth Management
California
$3.85M +$1.57K +9 +0%
CIS
386
Custom Index Systems
New York
$3.83M -$553K -3,172 -13%
SFA
387
Sequoia Financial Advisors
Ohio
$3.82M +$28.8K +165 +0.8%
PCIA
388
Prime Capital Investment Advisors
Kansas
$3.81M -$337K -1,930 -8%
VA
389
Valmark Advisers
Ohio
$3.81M +$6.46K +37 +0.2%
PPWP
390
Premier Path Wealth Partners
New Jersey
$3.8M -$269K -1,543 -7%
SHF
391
Stage Harbor Financial
Massachusetts
$3.79M – – –
WP
392
Wealthspan Partners
Iowa
$3.79M -$35.4K -203 -0.9%
TFA
393
TPG Financial Advisors
Oregon
$3.79M +$3.79M +21,726 New
AWA
394
Arete Wealth Advisors
Illinois
$3.75M +$957K +5,494 +34%
IC
395
IEQ Capital
California
$3.71M -$445K -2,548 -11%
Tudor Investment Corp
396
Tudor Investment Corp
Connecticut
$3.71M +$3.16M +18,135 +575%
HFP
397
Holistic Financial Partners
Indiana
$3.71M -$12.6K -72 -0.3%
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
$3.64M +$3.66K +21 +0.1%
TFCP
399
Twin Focus Capital Partners
Massachusetts
$3.63M – – –
FAM
400
Forte Asset Management
New York
$3.63M +$111K +636 +3%
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16
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