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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.

Holders
1,526
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
1.44%
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
1
Alaska Permanent Fund
Alaska
$346M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$219M
3
JRP
3
Jasper Ridge Partners
California
$452M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$59.9M
5
G
5
Gainplan
Michigan
$44.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
Bank of America
2
Bank of America
North Carolina
$8.92B
3
BlackRock
3
BlackRock
New York
$408M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.13B
5
CAM
5
Cresset Asset Management
Illinois
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$298M -$54.7M -305,432 -16%
Prudential Financial
27
Prudential Financial
New Jersey
$273M +$30.6M +170,901 +13%
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$227M -$2.88M -16,095 -1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$219M +$135M +756,464 +162%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$191M -$43.1M -240,609 -18%
Ameriprise
31
Ameriprise
Minnesota
$186M -$10.7M -59,857 -5%
Citigroup
32
Citigroup
New York
$186M -$1.79M -10,007 -1%
SP
33
Stairway Partners
Illinois
$184M +$40.6M +226,880 +28%
HighTower Advisors
34
HighTower Advisors
Illinois
$179M -$5.09M -28,400 -3%
US Bancorp
35
US Bancorp
Minnesota
$178M +$1.04M +5,830 +0.6%
Comerica Bank
36
Comerica Bank
Texas
$177M -$15.5M -86,286 -8%
WPW
37
Waldron Private Wealth
Pennsylvania
$161M -$1.83M -10,224 -1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$153M +$53.4K +298 +0%
HMH
39
Hackensack Meridian Health
New Jersey
$148M – – –
Bank of New York Mellon
40
Bank of New York Mellon
New York
$143M -$697K -3,890 -0.5%
CB
41
Commerce Bank
Missouri
$139M -$783K -4,372 -0.6%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$134M -$1.54M -8,619 -1%
OC
43
Oakworth Capital
Alabama
$134M +$1.97M +10,982 +1%
AIA
44
Alera Investment Advisors
Illinois
$133M -$12.7M -71,163 -9%
SI
45
Stephens Inc
Arkansas
$119M -$1.43M -8,005 -1%
1SB
46
1ST Source Bank
Indiana
$118M +$12.2M +67,983 +11%
JHU
47
Johns Hopkins University
Maryland
$112M – – –
CWM
48
Circle Wealth Management
New Jersey
$109M -$1.67M -9,347 -2%
Mariner
49
Mariner
Kansas
$101M +$1.49M +8,296 +1%
Creative Planning
50
Creative Planning
Kansas
$93.9M +$291K +1,624 +0.3%
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