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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 %
SCA
401
Stillwater Capital Advisors
Pennsylvania
$3.62M +$521K +2,984 +17%
SFB
402
STAR Financial Bank
Indiana
$3.6M -$1.14M -6,522 -24%
RI
403
Rinkey Investments
California
$3.55M -$99.4K -570 -3%
KAH
404
Kathryn A. Hall
$3.52M – – –
AIM
405
Acropolis Investment Management
Missouri
$3.5M -$22.7K -130 -0.6%
EWM
406
EPG Wealth Management
Georgia
$3.46M -$3.56M -19,852 Closed
1WM
407
1900 Wealth Management
Texas
$3.46M -$2.44K -14 -0.1%
GLA
408
Great Lakes Advisors
Illinois
$3.44M +$907K +5,196 +36%
SMC
409
Smith, Moore & Co
Missouri
$3.43M -$69.4K -398 -2%
WFA
410
Wellspring Financial Advisors
Ohio
$3.43M -$139K -799 -4%
OC
411
Oarsman Capital
Wisconsin
$3.43M +$283K +1,620 +9%
Susquehanna International Group
412
Susquehanna International Group
Pennsylvania
$3.42M -$1.83M -10,483 -35%
HIA
413
Harbor Investment Advisory
Maryland
$3.38M +$5.76K +33 +0.2%
DADC
414
D.A. Davidson & Co
Montana
$3.38M -$12.9K -74 -0.4%
NS
415
NBC Securities
Alabama
$3.35M +$32.1K +184 +1%
MFG
416
Magnus Financial Group
New York
$3.34M -$333K -1,906 -9%
SLT
417
St Louis Trust
Missouri
$3.32M – – –
NCM
418
Next Capital Management
New York
$3.26M +$20.4K +117 +0.6%
RFA
419
Resurgent Financial Advisors
Georgia
$3.23M -$2.73M -15,665 -46%
BMCM
420
Bryn Mawr Capital Management
Pennsylvania
$3.23M +$91.1K +522 +3%
CG
421
Caprock Group
Idaho
$3.21M +$656K +3,760 +26%
Balyasny Asset Management
422
Balyasny Asset Management
Illinois
$3.17M +$3.17M +18,155 New
FPAS
423
Focus Partners Advisor Solutions
Missouri
$3.15M -$347K -1,990 -10%
ACA
424
Anchor Capital Advisors
Massachusetts
$3.15M +$468K +2,685 +17%
GF
425
Goodman Financial
Texas
$3.11M +$3.11M +17,805 New
15 16
17
18 19