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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 %
SIA
351
Stegner Investment Associates
Kentucky
$4.76M +$537 +3 +0%
CA
352
Claro Advisors
Massachusetts
$4.73M +$4.39M +24,522 +1,293%
ONB
353
Old National Bancorp
Indiana
$4.7M +$754K +4,209 +19%
CWS
354
Confluence Wealth Services
Pennsylvania
$4.67M -$8.06K -45 -0.2%
RIL
355
Rothschild Investment LLC
Illinois
$4.65M -$208K -1,160 -4%
BFM
356
Broadview Financial Management
Wisconsin
$4.62M +$64.3K +359 +1%
DWT
357
Dorsey & Whitney Trust
South Dakota
$4.61M -$354K -1,979 -7%
Aristotle Capital Management
358
Aristotle Capital Management
California
$4.6M -$16.6M -92,442 -78%
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$4.51M -$5.41M -30,205 -55%
TWM
360
Tolleson Wealth Management
Texas
$4.5M -$45.1K -252 -1%
CIS
361
Custom Index Systems
New York
$4.5M +$31.2K +174 +0.7%
SCM
362
SOL Capital Management
Maryland
$4.49M -$304K -1,696 -6%
IWC
363
Integrated Wealth Concepts
Massachusetts
$4.49M -$11.8K -66 -0.3%
CPBTD
364
Central Pacific Bank - Trust Division
Hawaii
$4.45M +$4.45M +24,963 New
GRP
365
Global Retirement Partners
California
$4.45M -$59.6K -333 -1%
WAM
366
Wakefield Asset Management
Colorado
$4.4M +$149K +834 +4%
CA
367
Cornerstone Advisory
Maryland
$4.4M +$2.69K +15 +0.1%
SYBT
368
Stock Yards Bank & Trust
Kentucky
$4.38M -$51.6K -288 -1%
PWPS
369
Pinnacle Wealth Planning Services
Ohio
$4.38M -$12.5K -70 -0.3%
MCWS
370
McKinley Carter Wealth Services
West Virginia
$4.37M -$67.5K -377 -2%
LFAS
371
Level Four Advisory Services
Texas
$4.36M +$2.47M +14,925 +130%
PWMG
372
Pinnacle Wealth Management Group
Michigan
$4.35M -$354K -1,975 -8%
AWA
373
Alta Wealth Advisors
Massachusetts
$4.3M +$35.3K +197 +0.8%
IC
374
IEQ Capital
California
$4.27M +$234K +1,308 +6%
PCIA
375
Prime Capital Investment Advisors
Kansas
$4.25M +$1.88M +10,490 +79%
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