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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 %
IFPG
501
Intrepid Financial Planning Group
Indiana
$2.26M -$6.63K -37 -0.3%
GJWM
502
Gilliland Jeter Wealth Management
Arkansas
$2.25M +$2.51K +14 +0.1%
AIP
503
Almanack Investment Partners
Pennsylvania
$2.24M -$34.6K -193 -2%
GBT
504
Grove Bank & Trust
Florida
$2.23M – – –
OPCM
505
Osborne Partners Capital Management
California
$2.22M – – –
BAM
506
Berkshire Asset Management
Pennsylvania
$2.22M +$118K +660 +6%
VIA
507
Vantagepoint Investment Advisers
District of Columbia
$2.2M -$16.8M -94,000 -88%
AB
508
Atlas Brown
Kentucky
$2.2M -$896 -5 -0%
AWM
509
Apollon Wealth Management
South Carolina
$2.2M +$374K +2,088 +21%
FTUS
510
Flow Traders U.S.
New York
$2.2M -$7.46M -41,675 -77%
WDG
511
Wealth Dimensions Group
Ohio
$2.18M -$14.2K -79 -0.6%
APP
512
Avantax Planning Partners
Iowa
$2.17M -$3.92M -21,860 -64%
NFC
513
Northeast Financial Consultants
Connecticut
$2.16M – – –
NRC
514
New Republic Capital
North Carolina
$2.14M -$537 -3 -0%
CGL
515
Clarius Group LLC
Washington
$2.08M +$591K +3,300 +40%
PGFC
516
Peapack-Gladstone Financial Corp
New Jersey
$2.07M -$231K -1,291 -10%
CWA
517
CJM Wealth Advisers
Virginia
$2.02M -$25.6K -143 -1%
SI
518
Saxon Interests
Texas
$2.02M +$7.52K +42 +0.4%
PFM
519
Phillips Financial Management
Indiana
$2.02M -$121K -678 -6%
TSW
520
Thompson Siegel & Walmsley
Virginia
$2.02M +$20.4K +114 +1%
EI
521
Ellevest Inc
New York
$2.01M +$83.5K +466 +4%
FWP
522
FAS Wealth Partners
Kansas
$1.98M -$16.7K -93 -0.8%
AFG
523
ABLE Financial Group
Arizona
$1.98M -$128K -714 -6%
TFA
524
Tobias Financial Advisors
Florida
$1.98M -$8.96K -50 -0.5%
SWM
525
SilverOak Wealth Management
Minnesota
$1.97M – – –
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