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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 %
CWM
451
Castle Wealth Management
Florida
$2.77M -$75.2K -420 -3%
ACA
452
Anchor Capital Advisors
Massachusetts
$2.75M -$5.57M -31,114 -67%
AIM
453
Allen Investment Management
New York
$2.72M – – –
FHB
454
First Hawaiian Bank
Hawaii
$2.71M – – –
PA
455
Procyon Advisors
Connecticut
$2.7M +$11.1K +62 +0.4%
BRWA
456
B. Riley Wealth Advisors
Florida
$2.7M +$376K +2,461 +16%
PFA
457
Pathway Financial Advisors
Vermont
$2.69M -$1.97K -11 -0.1%
VCA
458
Verdence Capital Advisors
Maryland
$2.69M -$10.2K -57 -0.4%
DSC
459
Donald Smith & Co
New York
$2.69M – – –
EWA
460
EverSource Wealth Advisors
Alabama
$2.68M +$1.11M +6,492 +71%
AI
461
Accredited Investors
Minnesota
$2.68M +$358 +2 +0%
AWP
462
Ascent Wealth Partners
New York
$2.68M -$259K -1,445 -9%
AWM
463
Axxcess Wealth Management
California
$2.67M +$703K +3,926 +36%
MFWP
464
Mosaic Family Wealth Partners
Missouri
$2.67M -$11.8K -66 -0.4%
NB
465
Nicolet Bankshares
Wisconsin
$2.66M +$214K +1,195 +9%
BTW
466
Boston Trust Walden
Massachusetts
$2.66M – – –
WAG
467
Winthrop Advisory Group
Massachusetts
$2.66M +$2.22M +12,397 +508%
CG
468
Caprock Group
Idaho
$2.63M -$707K -3,947 -21%
GSAM
469
Grant Street Asset Management
Pennsylvania
$2.62M -$31.5K -176 -1%
AGP
470
Autumn Glory Partners
Texas
$2.61M – – –
GLA
471
Great Lakes Advisors
Illinois
$2.61M -$11.6M -64,806 -82%
WWM
472
Western Wealth Management
Colorado
$2.6M -$286K -1,598 -10%
IWA
473
Icon Wealth Advisors
Texas
$2.6M +$1.25K +7 +0%
FFA
474
Founders Financial Alliance
North Carolina
$2.58M +$1.25K +7 +0%
IAA
475
Ironsides Asset Advisors
North Carolina
$2.56M +$10.6K +59 +0.4%
17 18
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