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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 %
KHC
1501
Koesten Hirschmann & Crabtree
Kansas
$2.47K – – –
LB
1502
Legacy Bridge
Iowa
$2.09K +$2.09K +12 New
TAM
1503
Tucker Asset Management
Colorado
$1.92K +$1.92K +11 New
MSG
1504
Main Street Group
Virginia
$1.39K – – –
AFS
1505
Annapolis Financial Services
Maryland
$1.05K – – –
TCA
1506
Trifecta Capital Advisors
Illinois
$349 -$16.8K -96 -98%
GAA
1507
Global Assets Advisory
Florida
– -$774K -137,958 Closed
CAM
1508
Crestone Asset Management
Colorado
– -$22.8M -127,433 Closed
LNC
1509
Lincoln National Corp
Pennsylvania
– -$18.4M -102,892 Closed
Simplex Trading
1510
Simplex Trading
Illinois
– -$9.73M -54,315 Closed
NL
1511
NWAM LLC
Washington
– -$7.89M -44,254 Closed
PS
1512
Portfolio Strategies
New York
– -$5.32M -29,678 Closed
WC
1513
Wexford Capital
Florida
– -$5.02M -28,006 Closed
PBF
1514
Petix & Botte Financial
California
– -$3.95M -22,056 Closed
FTUS
1515
Flow Traders U.S.
New York
– -$2.2M -12,255 Closed
DWM
1516
Darwin Wealth Management
Florida
– -$1.91M -10,677 Closed
DFA
1517
DHK Financial Advisors
New Hampshire
– -$1.46M -8,132 Closed
TFO
1518
Tarbox Family Office
California
– -$1.23M -6,876 Closed
HIC
1519
Hartline Investment Corp
Illinois
– -$1.14M -6,381 Closed
SWM
1520
Soundmark Wealth Management
Washington
– -$1.04M -5,806 Closed
PPP
1521
Private Portfolio Partners
New Jersey
– -$1.01M -5,613 Closed
MWM
1522
Meridian Wealth Management
Kentucky
– -$939K -5,245 Closed
CB
1523
Cadence Bank
Mississippi
– -$751K -4,192 Closed
TI
1524
Trexquant Investment
Connecticut
– -$732K -4,089 Closed
BFG
1525
Berger Financial Group
Minnesota
– -$723K -4,038 Closed
59 60
61
62 63