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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 %
WSFS
476
Wilmington Savings Fund Society
Delaware
$2.54M +$2.54M +14,173 New
T. Rowe Price Associates
477
T. Rowe Price Associates
Maryland
$2.53M +$463K +2,582 +22%
BTI
478
Blue Trust Inc
Georgia
$2.52M -$39.9K -223 -2%
EB
479
Eastern Bank
Massachusetts
$2.51M -$48.3M -269,541 -95%
SBWIC
480
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.5M -$43.9K -245 -2%
WWA
481
WCG Wealth Advisors
Nevada
$2.47M -$238K -1,328 -9%
FWTB
482
First Western Trust Bank
Colorado
$2.46M -$255K -1,423 -9%
KCM
483
Kanawha Capital Management
Virginia
$2.41M -$3.58K -20 -0.1%
PWP
484
Precedent Wealth Partners
Texas
$2.4M – – –
ZB
485
Zions Bancorporation
Utah
$2.39M +$167K +930 +7%
CWM
486
Cahaba Wealth Management
Georgia
$2.38M -$1.43K -8 -0.1%
JIC
487
Joel Isaacson & Co
New York
$2.36M +$373K +2,080 +19%
WAL
488
W Advisors LLC
Tennessee
$2.36M -$30.6K -171 -1%
IIC
489
Ironwood Investment Counsel
Arizona
$2.35M +$10.7K +60 +0.5%
MWA
490
Monograph Wealth Advisors
California
$2.33M +$432K +2,412 +23%
BFG
491
Baron Financial Group
New Jersey
$2.33M -$175K -975 -7%
DFS
492
Dixon Fnancial Services
California
$2.33M – – –
National Bank of Canada
493
National Bank of Canada
Quebec, Canada
$2.33M -$29.9K -169 -1%
FDCP
494
Foster Dykema Cabot & Partners
Massachusetts
$2.32M -$44.6K -249 -2%
EWM
495
Evercore Wealth Management
New York
$2.31M -$107K -599 -4%
CFO
496
Custos Family Office
Texas
$2.3M -$6.99K -39 -0.3%
LCM
497
Logan Capital Management
Pennsylvania
$2.28M -$7.66M -42,777 -77%
LSA
498
Lion Street Advisors
Texas
$2.28M – – –
VP
499
Verum Partners
North Carolina
$2.27M -$901K -5,028 -28%
BWM
500
BigSur Wealth Management
Florida
$2.26M – – –
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