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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 %
WFA
526
WestHill Financial Advisors
California
$1.96M -$25.6K -143 -1%
FFN
527
Focus Financial Network
Minnesota
$1.96M +$35.4K +209 +2%
PA
528
Parkside Advisors
California
$1.96M +$142K +793 +8%
SFG
529
Summit Financial Group
West Virginia
$1.96M +$15.8K +88 +0.8%
VFP
530
Verus Financial Partners
Virginia
$1.92M +$179 +1 +0%
DWM
531
Darwin Wealth Management
Florida
$1.91M +$81.7K +456 +4%
FLPIM
532
F.L. Putnam Investment Management
Massachusetts
$1.9M -$245K -1,369 -11%
CA
533
CGN Advisors
Kansas
$1.9M +$117K +651 +7%
AFG
534
Allegheny Financial Group
Pennsylvania
$1.89M +$8.06K +45 +0.4%
CAM
535
Carret Asset Management
New York
$1.89M -$7.52K -42 -0.4%
QCM
536
Quantinno Capital Management
New York
$1.88M +$689K +3,847 +58%
SFA
537
Seneca Financial Advisors
New York
$1.87M +$2.69K +15 +0.1%
AF
538
Affiance Financial
Minnesota
$1.86M – – –
STA
539
Summit Trail Advisors
New York
$1.85M – – –
HF
540
Halpern Financial
Virginia
$1.84M – – –
NW
541
NewEdge Wealth
Pennsylvania
$1.83M -$604K -3,509 -25%
JA
542
JVL Associates
Michigan
$1.83M -$21K -117 -1%
BDFN
543
Bond & Devick Financial Network
Minnesota
$1.83M – – –
ML
544
McAdam LLC
Pennsylvania
$1.82M -$17.7K -99 -1%
MFGP
545
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.82M -$15K -84 -0.8%
CW
546
CreativeOne Wealth
Kansas
$1.82M +$944K +5,272 +108%
EIA
547
Eldridge Investment Advisors
New Hampshire
$1.81M -$75.1K -419 -4%
BP
548
BBR Partners
New York
$1.8M – – –
WLPWM
549
Walled Lake Planning & Wealth Management
Illinois
$1.79M +$33.7K +188 +2%
BCM
550
Brookstone Capital Management
Illinois
$1.79M +$89.6K +500 +5%
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