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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
+$160M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$135M
3
JRP
Jasper Ridge Partners
California
+$65.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$50.1M
5
G
Gainplan
Michigan
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Bank of America
Bank of America
North Carolina
-$1.05B
3
BlackRock
BlackRock
New York
-$272M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$158M
5
CAM
Cresset Asset Management
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
276
Linscomb Wealth
Texas
$6.45M -$66.1K -369 -1%
AF
277
Allworth Financial
California
$6.43M +$1.29M +7,198 +25%
OIA
278
OneDigital Investment Advisors
Kansas
$6.4M -$2.69K -15 -0%
SWP
279
Stratos Wealth Partners
Ohio
$6.31M -$44.8K -250 -0.7%
ATI
280
ARK & TLK Investments
Oklahoma
$6.17M +$2.33K +13 +0%
SC
281
Sepio Capital
Utah
$6.16M -$50.3K -281 -0.8%
RFA
282
Resurgent Financial Advisors
Georgia
$6.12M +$3.05M +17,042 +99%
ASN
283
Advisory Services Network
Georgia
$6.09M +$83.8K +468 +1%
AIFAIM
284
American Institute for Advanced Investment Management
Arizona
$6.09M -$24.4K -136 -0.4%
AL
285
Aspiriant LLC
California
$6.06M +$22K +123 +0.4%
BI
286
Ballast Inc
Kentucky
$6.01M +$88.3K +493 +1%
Deutsche Bank
287
Deutsche Bank
Germany
$6M +$229K +1,280 +4%
R
288
Rebalance
California
$5.99M +$70.4K +393 +1%
Loomis, Sayles & Company
289
Loomis, Sayles & Company
Massachusetts
$5.97M +$32.6K +182 +0.5%
Jane Street
290
Jane Street
New York
$5.96M -$9.75M -54,456 -62%
BJL
291
Brighton Jones LLC
Washington
$5.94M +$43.7K +244 +0.7%
UWPG
292
Ullmann Wealth Partners Group
Florida
$5.88M +$88.5K +494 +2%
SF
293
Summit Financial
New Jersey
$5.76M +$385K +2,149 +7%
HNB
294
Huntington National Bank
Ohio
$5.75M -$4.88M – –
Vanguard Group
295
Vanguard Group
Pennsylvania
$5.73M -$327K -1,823 -5%
SFS
296
Sowell Financial Services
Arkansas
$5.73M -$56.2K -314 -1%
CWP
297
CFM Wealth Partners
Texas
$5.71M -$33.7K -188 -0.6%
QCG
298
Quadrant Capital Group
Ohio
$5.67M -$177K -989 -3%
BP
299
Ballentine Partners
Massachusetts
$5.66M -$26.7K -149 -0.5%
CB
300
Centennial Bank
Arkansas
$5.66M +$805K +4,495 +17%
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