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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
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 Holding Trade Value Shares
Change 		Shares
Change %
RFA
176
RTD Financial Advisors
Pennsylvania
$13.8M +$40.5K +232 +0.3%
CCB
177
Country Club Bank
Missouri
$13.5M -$572K -3,280 -4%
CM
178
Churchill Management
California
$13.4M +$672K +3,853 +5%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$13.4M +$1.65M +9,457 +14%
KPWS
180
Kestra Private Wealth Services
Texas
$12.9M +$544K +3,120 +4%
CWC
181
Carolinas Wealth Consulting
North Carolina
$12.9M -$1.43M -8,196 -10%
SAM
182
Silvercrest Asset Management
New York
$12.9M -$706K -4,047 -5%
SWA
183
Stratos Wealth Advisors
Ohio
$12.3M +$3.65M +20,929 +42%
AAS
184
Avantax Advisory Services
Texas
$12.3M -$11.2K -64 -0.1%
Charles Schwab
185
Charles Schwab
California
$12.2M +$711K +4,076 +6%
CCWA
186
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.1M -$74.8K -429 -0.6%
MA
187
Montag & Associates
Georgia
$11.8M +$100K +575 +0.9%
SWRP
188
Summit Wealth & Retirement Planning
California
$11.8M -$78.9K -452 -0.7%
XF
189
XML Financial
Maryland
$11.7M +$157K +902 +1%
NA
190
Nottingham Advisors
New York
$11.6M -$8.55K -49 -0.1%
I2I
191
Insight 2811 Inc
Illinois
$11.6M -$872K -4,997 -7%
OC
192
Oppenheimer & Co
New York
$11.5M +$1.6M +9,182 +16%
WJA
193
Willis Johnson & Associates
Texas
$11.5M +$31.9K +183 +0.3%
MG
194
Mather Group
Illinois
$11.5M +$41.4K +231 +0.4%
NCG
195
Newport Capital Group
New Jersey
$11.4M +$11.4M +65,560 New
HTC
196
Haverford Trust Company
Pennsylvania
$11.2M -$1.39M -7,942 -11%
CA
197
Claro Advisors
Massachusetts
$11.1M +$6.5M +37,264 +141%
OAM
198
Oppenheimer Asset Management
New York
$11.1M +$2.14M +12,270 +24%
SCG
199
Sonata Capital Group
Washington
$11M +$561K +3,214 +5%
BCG
200
Breakwater Capital Group
New Jersey
$10.9M +$151K +868 +1%
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