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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.

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
1
Morgan Stanley
New York
$5.69B
2
AssetMark Inc
2
AssetMark Inc
California
$101M
3
APF
3
Alaska Permanent Fund
Alaska
$452M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$107M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$116M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.06B
2
GA
2
GFS Advisors
Texas
$2.69M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.67B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.57B
5
AIA
5
Alera Investment Advisors
Illinois
$32.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
51
Franklin Resources
California
$106M 609,570 +389,755 +177%
AssetMark Inc
52
AssetMark Inc
California
$101M 577,039 +576,998 +1,407,312%
Creative Planning
53
Creative Planning
Kansas
$91M 521,363 -2,864 -0.5%
Mariner
54
Mariner
Kansas
$88.7M 508,220 -53,495 -10%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$86.9M 498,287 +143,202 +40%
Osaic Holdings
56
Osaic Holdings
Arizona
$84.1M 481,782 +4,157 +0.9%
Corient Private Wealth
57
Corient Private Wealth
Florida
$83.4M 477,806 -8,366 -2%
MWM
58
Modera Wealth Management
New Jersey
$80.3M 460,106 -2,342 -0.5%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$74.1M 424,936 -2,335 -0.5%
EH
60
Equitable Holdings
New York
$73.5M 421,078 -57,314 -12%
CMA
61
Cedar Mountain Advisors
Oregon
$71.4M 409,407 +4,494 +1%
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$70.1M 401,595 +18,770 +5%
GA
63
Geller Advisors
New York
$66.3M 380,182 +34,019 +10%
MCM
64
MV Capital Management
Maryland
$65.7M 376,623 -442 -0.1%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$65.5M 375,645 -27,032 -7%
MML Investors Services
66
MML Investors Services
Massachusetts
$65.5M 375,249 -4,334 -1%
CL
67
Choreo LLC
Illinois
$65.1M 375,758 +35,107 +10%
CCWM
68
Cassaday & Co Wealth Management
Virginia
$64.9M 371,781 -6,899 -2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$64.1M 367,259 -9,571 -3%
SGAM
70
Stephens Group Asset Management
Arkansas
$62.7M 359,417 -1,343 -0.4%
BIM
71
Bridges Investment Management
Nebraska
$62.7M 359,316 +119,594 +50%
LC
72
Landaas & Company
Wisconsin
$62.4M 357,468 -3,640 -1%
CAM
73
Cresset Asset Management
Illinois
$59.7M 342,159 -35,647 -9%
CFB
74
Cullen/Frost Bankers
Texas
$57.4M 329,145 +96 +0%
PAG
75
Private Advisor Group
New Jersey
$57.4M 328,896 +2,117 +0.6%
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