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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 %
BA
301
Brightwater Advisory
Florida
$5.64M -$159K -885 -3%
NP
302
NorthRock Partners
Minnesota
$5.64M -$68.1K -380 -1%
HCA
303
Harbour Capital Advisors
Virginia
$5.6M -$72.1K -407 -1%
CGA
304
Crescent Grove Advisors
Illinois
$5.55M -$237K -1,321 -4%
CVA
305
Central Valley Advisors
California
$5.54M -$302K -1,684 -5%
RhumbLine Advisers
306
RhumbLine Advisers
Massachusetts
$5.52M -$5.42M -30,249 -50%
CB
307
Community Bank
New York
$5.49M -$129K -718 -2%
DCM
308
Dimension Capital Management
Florida
$5.47M +$638K +3,561 +13%
IWM
309
IHT Wealth Management
Illinois
$5.43M -$188K -1,049 -3%
BAMG
310
Brand Asset Management Group
Missouri
$5.4M +$85.1K +475 +2%
Susquehanna International Group
311
Susquehanna International Group
Pennsylvania
$5.39M -$10.7M -59,652 -66%
AAS
312
Ameritas Advisory Services
Nebraska
$5.38M +$1.78M +10,335 +50%
HR
313
Hardy Reed
Mississippi
$5.32M -$269K -1,500 -5%
PS
314
Portfolio Strategies
New York
$5.32M +$5.32M +29,678 New
KWM
315
Kingsview Wealth Management
Oregon
$5.32M +$1.48M +8,241 +38%
WB
316
Webster Bank
Connecticut
$5.28M -$619K -3,457 -10%
S
317
SignatureFD
Georgia
$5.28M +$179K +1,002 +4%
GIA
318
Gladstone Institutional Advisory
Florida
$5.27M -$67.2K -375 -1%
EIG
319
Ellenbecker Investment Group
Wisconsin
$5.25M +$111K +622 +2%
SFM
320
Signet Financial Management
New Jersey
$5.24M -$254K -1,416 -5%
RTL
321
Red Tortoise LLC
Georgia
$5.24M +$14.2K +79 +0.3%
NPF
322
Norris Perne & French
Michigan
$5.24M -$125K -700 -2%
TLA
323
Tanglewood Legacy Advisors
Texas
$5.24M -$13.8K -77 -0.3%
GVAG
324
Great Valley Advisor Group
Delaware
$5.2M -$43.9K -245 -0.8%
DI
325
Disciplined Investments
Oklahoma
$5.18M -$7.16K -40 -0.1%
11 12
13
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