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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,526 hedge funds and large institutions have $45.2B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.12%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.44%
New
101
Increased
441
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$346M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$219M
3
JRP
Jasper Ridge Partners
California
$452M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$59.9M
5
G
Gainplan
Michigan
$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.99B
2
Bank of America
Bank of America
North Carolina
$8.92B
3
BlackRock
BlackRock
New York
$408M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13B
5
CAM
Cresset Asset Management
Illinois
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
251
Edge Capital Group
Georgia
$7.57M -$602K -3,361 -7%
FDDB
252
Fidelity D&D Bancorp
Pennsylvania
$7.5M +$72.4K +404 +1%
SHWM
253
Smith & Howard Wealth Management
Georgia
$7.41M +$63.2K +353 +0.9%
ZIM
254
Zacks Investment Management
Illinois
$7.38M -$52.1M -290,741 -88%
CI
255
Cambiar Investors
Colorado
$7.35M -$26.1M -145,914 -78%
CFO
256
Callan Family Office
Pennsylvania
$7.23M -$25.6M -142,827 -78%
SCA
257
Snowden Capital Advisors
New York
$7.22M -$42.4K -237 -0.6%
SEI Investments
258
SEI Investments
Pennsylvania
$7M -$1.45M -8,111 -17%
AIA
259
Arbor Investment Advisors
North Carolina
$7M +$20.8K +116 +0.3%
MCM
260
Morton Capital Management
California
$6.97M +$206K +1,148 +3%
PA
261
Parallel Advisors
California
$6.96M -$80.2K -448 -1%
BAAM
262
Baker Avenue Asset Management
California
$6.93M +$4.12K +23 +0.1%
JFG
263
Jefferies Financial Group
New York
$6.91M -$365K -2,038 -5%
HCM
264
HMS Capital Management
Tennessee
$6.88M -$2.45M -13,705 -26%
SFG
265
Sunburst Financial Group
Alabama
$6.85M – – –
WTC
266
WhitTier Trust Company
Nevada
$6.82M +$115K +642 +2%
ABC
267
Associated Banc-Corp
Wisconsin
$6.8M -$154K -859 -2%
ASW
268
Astoria Strategic Wealth
Texas
$6.79M -$85.4K -477 -1%
NGA
269
Naples Global Advisors
Florida
$6.77M +$162K +903 +2%
Bessemer Group
270
Bessemer Group
New Jersey
$6.74M +$905K +5,055 +16%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$6.73M -$17.2M -95,983 -72%
PI
272
PineBridge Investments
New York
$6.72M +$833K +4,651 +14%
WT
273
Whittier Trust
California
$6.71M +$46.4K +259 +0.7%
Squarepoint
274
Squarepoint
New York
$6.58M +$6.58M +36,745 New
Citadel Advisors
275
Citadel Advisors
Florida
$6.56M -$10M -56,100 -61%
9 10
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