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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 %
BWM
1551
BCS Wealth Management
Tennessee
– -$251K -1,401 Closed
PFC
1552
Phocas Financial Corp
California
– -$250K -1,398 Closed
FAG
1553
Fortitude Advisory Group
Washington
– -$250K -1,396 Closed
TSS
1554
Two Sigma Securities
New York
– -$241K -1,347 Closed
FAT
1555
First American Trust
California
– -$238K -1,326 Closed
MWM
1556
Moran Wealth Management
Florida
– -$230K -1,283 Closed
Millennium Management
1557
Millennium Management
New York
– -$227K -1,270 Closed
DWM
1558
Dopkins Wealth Management
New York
– -$223K -1,244 Closed
NFA
1559
Northern Financial Advisors
Michigan
– -$221K -1,234 Closed
SWP
1560
Strategic Wealth Partners
Ohio
– -$217K -1,211 Closed
CPRC
1561
Consolidated Portfolio Review Corp
New York
– -$216K -1,208 Closed
MCM
1562
Mitchell Capital Management
Kansas
– -$213K -1,192 Closed
RPSA
1563
Richard P. Slaughter Associates
Texas
– -$212K -1,181 Closed
CCP
1564
Cassia Capital Partners
North Carolina
– -$207K -1,156 Closed
FFBTD
1565
First Financial Bank - Trust Division
Ohio
– -$205K -1,147 Closed
TCB
1566
Texas Capital Bancshares
Texas
– -$205K -1,144 Closed
STB
1567
S&T Bank
Pennsylvania
– -$205K -1,142 Closed
FNBOMD
1568
First National Bank of Mount Dora
Florida
– -$202K -1,128 Closed
PA
1569
Probity Advisors
Texas
– -$201K -1,124 Closed
EK
1570
Evensky & Katz
Florida
– -$200K -1,116 Closed
GFL
1571
Granite FO LLC
New Hampshire
– -$167K -899 Closed
LFA
1572
LGT Financial Advisors
Texas
– -$145K -810 Closed
PCM
1573
Palouse Capital Management
Washington
– -$103K -577 Closed
FFWM
1574
Future Financial Wealth Management
Ohio
– -$87.2K -487 Closed
HFS
1575
Hantz Financial Services
Michigan
– -$85K -477 Closed
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