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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 %
MFG
401
Magnus Financial Group
New York
$3.77M -$428K -2,390 -10%
RI
402
Rinkey Investments
California
$3.75M +$3.75M +20,938 New
TFCP
403
Twin Focus Capital Partners
Massachusetts
$3.73M – – –
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$3.73M -$287K -1,605 -7%
SSB
405
Sandy Spring Bank
Maryland
$3.7M +$340K +1,899 +10%
WFA
406
Wellspring Financial Advisors
Ohio
$3.66M -$133K -742 -4%
AIM
407
Acropolis Investment Management
Missouri
$3.61M -$235K -1,310 -6%
FAM
408
Forte Asset Management
New York
$3.61M +$1.65M +9,218 +84%
KAH
409
Kathryn A. Hall
$3.61M – – –
SMC
410
Smith, Moore & Co
Missouri
$3.6M +$25.3K +141 +0.7%
FPAS
411
Focus Partners Advisor Solutions
Missouri
$3.59M +$1.54M +8,595 +75%
EWM
412
EPG Wealth Management
Georgia
$3.56M +$12.5K +70 +0.4%
1WM
413
1900 Wealth Management
Texas
$3.55M -$245K -1,366 -6%
WGC
414
Watts Gwilliam & Co
Arizona
$3.54M +$3.54M +19,950 New
CIC
415
Carnegie Investment Counsel
Ohio
$3.51M +$2.33K +13 +0.1%
DADC
416
D.A. Davidson & Co
Montana
$3.48M -$1.07M -5,982 -24%
HIA
417
Harbor Investment Advisory
Maryland
$3.47M +$6.45K +36 +0.2%
NS
418
NBC Securities
Alabama
$3.41M +$51.1K +285 +2%
SLT
419
St Louis Trust
Missouri
$3.4M – – –
AWM
420
Avior Wealth Management
Nebraska
$3.34M +$2.95M +16,457 +747%
NCM
421
Next Capital Management
New York
$3.33M +$37.4K +209 +1%
BB
422
Busey Bank
Illinois
$3.3M -$112K -624 -3%
SWA
423
SOA Wealth Advisors
New York
$3.25M -$358 -2 -0%
OC
424
Oarsman Capital
Wisconsin
$3.23M +$395K +2,205 +14%
BMCM
425
Bryn Mawr Capital Management
Pennsylvania
$3.22M -$5.08M -28,388 -61%
15 16
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