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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 %
MWP
551
MYCIO Wealth Partners
Pennsylvania
$1.78M -$230K -1,286 -11%
CFG
552
Cooper Financial Group
California
$1.78M +$1.61K +9 +0.1%
GF
553
Gries Financial
Ohio
$1.77M -$15K -84 -0.8%
PA
554
Pinnacle Associates
New York
$1.76M +$26.3K +147 +2%
SFS
555
Summit Financial Strategies
Ohio
$1.76M -$1.97K -11 -0.1%
PP
556
Prosperity Planning
Missouri
$1.75M -$9.85K -55 -0.6%
EPA
557
Element Pointe Advisors
Florida
$1.75M – – –
M
558
MYeCFO
California
$1.75M -$173K -965 -9%
QWP
559
Quotient Wealth Partners
Texas
$1.74M -$24.4K -136 -1%
GWWM
560
Great Waters Wealth Management
Minnesota
$1.74M -$693K -3,870 -28%
GC
561
Grimes & Company
Massachusetts
$1.74M -$95.1K -531 -5%
PFA
562
Pure Financial Advisors
California
$1.73M +$74.9K +418 +5%
FT
563
Fiduciary Trust
Massachusetts
$1.72M -$8.96K -50 -0.5%
GJIA
564
Glass Jacobson Investment Advisors
Maryland
$1.72M -$38.5K -215 -2%
AWA
565
Aaron Wealth Advisors
Illinois
$1.72M – – –
TCWA
566
Turtle Creek Wealth Advisors
Texas
$1.7M +$460K +2,570 +37%
SC
567
Sapient Capital
Indiana
$1.69M +$11.3K +63 +0.7%
BFG
568
Beacon Financial Group
Texas
$1.69M -$6.09K -34 -0.4%
JBA
569
Johnson Bixby & Associates
Washington
$1.69M -$639K -3,567 -27%
WS
570
Wedbush Securities
California
$1.68M +$13.3K +74 +0.8%
PWS
571
Peloton Wealth Strategists
Indiana
$1.68M +$112K +624 +7%
PPC
572
Park Place Capital
Alabama
$1.67M -$1.22M -6,807 -42%
PTC
573
Private Trust Company
Ohio
$1.67M -$23.1K -129 -1%
USCWA
574
U.S. Capital Wealth Advisors
Texas
$1.67M -$301K -1,683 -15%
RLIM
575
Red Lighthouse Investment Management
New York
$1.66M – – –
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