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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 %
SWM
376
Spire Wealth Management
Virginia
$4.25M -$105K -584 -2%
DPI
377
Diversified Portfolios Inc
Michigan
$4.23M -$12.4K -69 -0.3%
AMG
378
Asset Management Group
Connecticut
$4.2M +$16.5K +92 +0.4%
SFG
379
Sage Financial Group
Pennsylvania
$4.19M -$470K -2,624 -10%
QWM
380
Quadcap Wealth Management
Texas
$4.17M -$287K -1,604 -6%
PPWP
381
Premier Path Wealth Partners
New Jersey
$4.17M -$2.31M -12,893 -36%
ATC
382
Argent Trust Co
Tennessee
$4.11M -$200K -1,114 -5%
FA
383
FC Advisory
Pennsylvania
$4.09M -$182K -1,015 -4%
RCAG
384
Rehmann Capital Advisory Group
Michigan
$4.06M -$746K -4,165 -16%
NEPWA
385
New England Private Wealth Advisors
Massachusetts
$4.05M +$16.1K +90 +0.4%
OCM
386
One Capital Management
California
$4.03M -$1.79K -10 -0%
MMG
387
Monetary Management Group
Missouri
$4.01M +$198K +1,107 +5%
FMC
388
First Merchants Corp
Indiana
$4.01M +$841K +4,696 +27%
FWCM
389
Ferguson Wellman Capital Management
Oregon
$4M -$20.4K -114 -0.5%
TDWM
390
Topel & Distasi Wealth Management
California
$3.95M -$76.7K -428 -2%
PBF
391
Petix & Botte Financial
California
$3.95M +$3.95M +22,056 New
WTB
392
Washington Trust Bank
Washington
$3.94M -$11.4M -63,711 -74%
WP
393
Wealthspan Partners
Iowa
$3.93M -$56.4K -315 -1%
VA
394
Valmark Advisers
Ohio
$3.9M +$29.6K +165 +0.8%
SHF
395
Stage Harbor Financial
Massachusetts
$3.9M – – –
SFA
396
Sequoia Financial Advisors
Ohio
$3.89M +$49.6K +277 +1%
WAP
397
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$335K +1,869 +9%
WI
398
Wintrust Investments
Illinois
$3.85M +$2.73M +15,245 +243%
MCM
399
Manchester Capital Management
Vermont
$3.84M – – –
HFP
400
Holistic Financial Partners
Indiana
$3.82M -$36K -201 -0.9%
14 15
16
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