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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 %
Bank of America
1
Bank of America
North Carolina
$8.76B 50,217,848 +421,038 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$5.69B 32,585,550 +4,713,521 +17%
Goldman Sachs
3
Goldman Sachs
New York
$2.75B 15,786,385 +240,184 +2%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.69B 9,701,674 -104,646 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.67B 9,569,366 -785,313 -8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.57B 9,015,957 -709,425 -7%
UBS Group
7
UBS Group
Switzerland
$1.18B 6,750,643 -326,388 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.1B 6,320,932 +37,236 +0.6%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$1.06B 6,093,095 -2,308,500 -27%
Wells Fargo
10
Wells Fargo
California
$799M 4,580,892 +35,924 +0.8%
Northern Trust
11
Northern Trust
Illinois
$669M 3,831,775 +132,830 +4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$654M 3,747,624 +52,556 +1%
M&T Bank
13
M&T Bank
New York
$636M 3,646,562 -14,354 -0.4%
RJA
14
Raymond James & Associates
Florida
$636M 3,644,049 +11,960 +0.3%
LPL Financial
15
LPL Financial
California
$571M 3,270,780 +80,301 +3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$565M 3,236,962 -61,025 -2%
SF
17
Synovus Financial
Georgia
$491M 2,814,214 +15,000 +0.5%
APF
18
Alaska Permanent Fund
Alaska
$452M 2,466,106 +536,589 +28%
BlackRock
19
BlackRock
New York
$427M 2,449,657 +172,524 +8%
JRP
20
Jasper Ridge Partners
California
$426M 2,444,052 -77,030 -3%
Truist Financial
21
Truist Financial
North Carolina
$396M 2,267,210 -9,643 -0.4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$368M 2,111,045 -3,990 -0.2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$353M 2,021,020 -8,968 -0.4%
GI
24
GLOBALT Investments
Georgia
$343M 1,964,771 +3,339 +0.2%
Stifel Financial
25
Stifel Financial
Missouri
$327M 1,876,813 +213,570 +13%
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