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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 %
DSC
426
Donald Smith & Co
New York
$3.11M +$489K +2,800 +19%
CAM
427
Concorde Asset Management
Michigan
$3.11M +$3.11M +17,797 New
SWA
428
SOA Wealth Advisors
New York
$3.06M -$113K -645 -4%
ACA
429
Affinity Capital Advisors
California
$3.05M -$2.97K -17 -0.1%
EFS
430
Essex Financial Services
Connecticut
$3.03M +$194K +1,089 +7%
BCM
431
Beaumont Capital Management
Massachusetts
$3.01M +$3.01M +17,259 New
BB
432
Busey Bank
Illinois
$2.97M -$248K -1,421 -8%
AWM
433
Aprio Wealth Management
Georgia
$2.97M -$9.77K -56 -0.3%
1IA
434
1834 Investment Advisors
Wisconsin
$2.96M -$15.2K -87 -0.5%
ACA
435
Aptus Capital Advisors
Alabama
$2.95M -$184K -1,053 -6%
AWA
436
Aaron Wealth Advisors
Illinois
$2.92M +$1.25M +7,154 +75%
RWP
437
RWA Wealth Partners
Massachusetts
$2.89M -$12.3M -70,770 -81%
PO
438
Private Ocean
California
$2.89M -$2.27K -13 -0.1%
PWA
439
Provenance Wealth Advisors
Florida
$2.88M -$74.3K -426 -3%
GI
440
GAMCO Investors
Connecticut
$2.88M +$2.88M +16,500 New
OWM
441
Opes Wealth Management
California
$2.84M -$15.7K -90 -0.5%
UL
442
Unionview LLC
Washington
$2.83M +$75K +430 +3%
CWA
443
Cornerstone Wealth Advisors
Minnesota
$2.83M -$35.8K -205 -1%
GT
444
Glenview Trust
Kentucky
$2.82M -$114K -654 -4%
PWM
445
Perigon Wealth Management
California
$2.81M -$38.7K -222 -1%
EWM
446
Evermay Wealth Management
Virginia
$2.77M -$20.6K -118 -0.7%
KWM
447
Kingsview Wealth Management
Oregon
$2.76M -$2.42M -13,854 -47%
AA
448
Ancora Advisors
Ohio
$2.75M +$7.68K +44 +0.3%
GS
449
GTS Securities
New York
$2.73M -$9.31M -53,340 -77%
CCM
450
Colorado Capital Management
Colorado
$2.73M – – –
16 17
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