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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 %
GPFA
451
Game Plan Financial Advisors
Ohio
$2.73M -$52.3K -300 -2%
NAM
452
NTV Asset Management
West Virginia
$2.72M +$18.1K +104 +0.7%
GA
453
GFS Advisors
Texas
$2.69M -$151M -15,188 -98%
ATC
454
Argent Trust Co
Tennessee
$2.69M -$1.31M -7,533 -33%
PCM
455
Pointe Capital Management
Michigan
$2.67M -$46.6K -267 -2%
CWM
456
Castle Wealth Management
Florida
$2.66M -$36.6K -210 -1%
AIM
457
Allen Investment Management
New York
$2.65M – – –
VCA
458
Verdence Capital Advisors
Maryland
$2.65M +$29.7K +170 +1%
FHB
459
First Hawaiian Bank
Hawaii
$2.64M – – –
NRC
460
New Republic Capital
North Carolina
$2.63M +$543K +3,110 +26%
IWA
461
Icon Wealth Advisors
Texas
$2.62M -$38K -207 -1%
SIAS
462
Summit Investment Advisory Services
Minnesota
$2.62M +$2.37M +13,586 +959%
PFA
463
Pathway Financial Advisors
Vermont
$2.62M -$3.84K -22 -0.1%
BTW
464
Boston Trust Walden
Massachusetts
$2.59M – – –
WWM
465
Western Wealth Management
Colorado
$2.58M +$40.8K +234 +2%
AG
466
Ascent Group
Virginia
$2.57M +$2.36M +13,512 +1,126%
FFM
467
Forum Financial Management
Illinois
$2.56M -$151K -868 -6%
GSAM
468
Grant Street Asset Management
Pennsylvania
$2.56M +$5.93K +34 +0.2%
MFWP
469
Mosaic Family Wealth Partners
Missouri
$2.55M -$50.4K -289 -2%
OMC
470
Old Mission Capital
Illinois
$2.55M +$2.55M +14,588 New
PA
471
Procyon Advisors
Connecticut
$2.54M -$89.9K -515 -3%
FWTB
472
First Western Trust Bank
Colorado
$2.54M +$144K +827 +6%
AGP
473
Autumn Glory Partners
Texas
$2.54M – – –
STA
474
Summit Trail Advisors
New York
$2.51M +$714K +4,092 +40%
NW
475
NewEdge Wealth
Pennsylvania
$2.5M +$645K +3,699 +35%
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