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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,527 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, 442 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.13%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.43%
New
101
Increased
442
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 %
FA
326
Flagstar Advisors
New York
$5.18M +$716K +4,000 +16%
JFG
327
JMG Financial Group
Illinois
$5.11M -$23.3K -130 -0.5%
AI
328
Auour Investments
Massachusetts
$5.11M -$84.4K -471 -2%
AI
329
Arvest Investments
Arkansas
$5.1M -$879K -4,910 -15%
JWCA
330
J.W. Cole Advisors
Florida
$5.07M -$32.1K -179 -0.6%
Mackenzie Financial
331
Mackenzie Financial
Ontario, Canada
$5.06M -$305K -1,702 -6%
BBHC
332
Brown Brothers Harriman & Co
New York
$5.04M +$1.18M +6,567 +30%
TW
333
Towerpoint Wealth
California
$5.04M +$11.1K +62 +0.2%
WFS
334
Widmann Financial Services
Maryland
$5.03M +$82.6K +461 +2%
WC
335
Wexford Capital
Florida
$5.02M +$5.02M +28,006 New
RA
336
RFG Advisory
Alabama
$4.99M +$102K +567 +2%
AI
337
Atria Investments
North Carolina
$4.98M -$4.52M -25,252 -48%
DIP
338
DT Investment Partners
Pennsylvania
$4.93M -$875K -4,888 -15%
MPM
339
Meritage Portfolio Management
Kansas
$4.93M -$335K -1,870 -6%
ARG
340
Advisory Resource Group
Oklahoma
$4.92M +$278K +1,551 +6%
HCMT
341
Highland Capital Management (Tennessee)
Tennessee
$4.91M -$455K -2,540 -8%
SW
342
SVB Wealth
Massachusetts
$4.91M -$3.21M -17,917 -40%
AAM
343
Aureus Asset Management
Massachusetts
$4.89M – – –
SFB
344
STAR Financial Bank
Indiana
$4.87M -$1.08K -6 -0%
QC
345
Quent Capital
New York
$4.86M +$271K +1,512 +6%
HDIM
346
Hanson & Doremus Investment Management
Vermont
$4.85M – – –
AG
347
AlTi Global
New York
$4.82M -$2.61M -14,564 -35%
MA
348
Mutual Advisors
Nebraska
$4.82M -$42.6K -238 -0.9%
HWA
349
Hillcrest Wealth Advisors
New Jersey
$4.81M -$71.6K -400 -1%
RCA
350
Riverview Capital Advisers
Massachusetts
$4.77M +$58.2K +325 +1%
12 13
14
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