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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 %
ACA
426
Aptus Capital Advisors
Alabama
$3.21M +$2.84M +15,860 +760%
SCA
427
Stillwater Capital Advisors
Pennsylvania
$3.18M -$35.8K -200 -1%
ACA
428
Affinity Capital Advisors
California
$3.13M -$537 -3 -0%
1IA
429
1834 Investment Advisors
Wisconsin
$3.06M -$36.5K -204 -1%
AWM
430
Aprio Wealth Management
Georgia
$3.06M +$41.6K +232 +1%
PWA
431
Provenance Wealth Advisors
Florida
$3.04M +$199K +1,109 +7%
GT
432
Glenview Trust
Kentucky
$3.01M +$358 +2 +0%
CA
433
Clearstead Advisors
Ohio
$2.98M +$14.1K +80 +0.5%
PO
434
Private Ocean
California
$2.97M +$1.08K +6 +0%
CWA
435
Cornerstone Wealth Advisors
Minnesota
$2.94M -$77.9K -435 -3%
OWM
436
Opes Wealth Management
California
$2.93M – – –
PWM
437
Perigon Wealth Management
California
$2.92M +$58K +324 +2%
AWA
438
Arete Wealth Advisors
Illinois
$2.87M -$28.7K -160 -1%
EWM
439
Evermay Wealth Management
Virginia
$2.87M -$8.6K -48 -0.3%
EFS
440
Essex Financial Services
Connecticut
$2.86M -$4.12K -23 -0.1%
GPFA
441
Game Plan Financial Advisors
Ohio
$2.85M – – –
UL
442
Unionview LLC
Washington
$2.83M +$385K +2,147 +16%
Legal & General Group
443
Legal & General Group
United Kingdom
$2.82M -$3.31M -18,465 -54%
AA
444
Ancora Advisors
Ohio
$2.81M -$39.4K -220 -1%
EAM
445
Evanson Asset Management
California
$2.8M +$179 +1 +0%
CCM
446
Colorado Capital Management
Colorado
$2.8M – – –
PCM
447
Pointe Capital Management
Michigan
$2.79M +$973K +5,431 +53%
FFM
448
Forum Financial Management
Illinois
$2.79M -$2.69K -15 -0.1%
NAM
449
NTV Asset Management
West Virginia
$2.78M +$485K +2,708 +21%
GA
450
GFS Advisors
Texas
$2.77M -$44.4K -248 -2%
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