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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 %
MGIA
76
Moneta Group Investment Advisors
Missouri
$55.9M 320,461 +5,718 +2%
EWA
77
EP Wealth Advisors
California
$54.4M 311,955 -3,573 -1%
MCM
78
MAI Capital Management
Ohio
$53.4M 306,168 +3,546 +1%
Nuveen Asset Management
79
Nuveen Asset Management
Illinois
$53.2M 305,121 +230,516 +309%
RRAM
80
River Road Asset Management
Kentucky
$52.9M 303,307 +303,307 New
Brown Advisory
81
Brown Advisory
Maryland
$51.2M 293,496 +5,455 +2%
FBFS
82
First Business Financial Services
Wisconsin
$50.1M 287,183 -1,141 -0.4%
CIAS
83
CFS Investment Advisory Services
New Jersey
$49M 280,634 +280,634 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$47.9M 274,573 +11,735 +4%
WRTC
85
Wind River Trust Company
Wyoming
$44.2M 253,335 – –
SPIA
86
Steward Partners Investment Advisory
New York
$42.7M 244,579 +4,290 +2%
FAM
87
Flaharty Asset Management
Florida
$40.5M 231,891 +1,273 +0.6%
RZH
88
Relyea Zuckerberg Hanson
Connecticut
$38.7M 221,560 +4,014 +2%
BPWM
89
Badgley Phelps Wealth Managers
Washington
$38.5M 220,712 -4,368 -2%
NFG
90
Nadler Financial Group
Illinois
$38.5M 220,487 +2,488 +1%
William Blair & Company
91
William Blair & Company
Illinois
$38.1M 218,426 +10,915 +5%
CA
92
Clearstead Advisors
Ohio
$37.5M 214,912 +198,043 +1,174%
PWM
93
Paulson Wealth Management
Illinois
$37.4M 214,589 +2,174 +1%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$37.2M 213,414 -10,868 -5%
CFM
95
Comprehensive Financial Management
California
$36.7M 210,233 – –
MFIM
96
Mesirow Financial Investment Management
Illinois
$36.4M 208,437 -1,733 -0.8%
KAS
97
Kestra Advisory Services
Texas
$36.3M 214,933 +2,058 +1%
RFC
98
Regions Financial Corp
Alabama
$35.1M 201,083 +3,575 +2%
FHA
99
First Horizon Advisors
Tennessee
$34.8M 199,601 -6,260 -3%
SQA
100
Simon Quick Advisors
New Jersey
$34.1M 195,494 -5,341 -3%
2 3
4
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