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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 %
NFG
601
Nations Financial Group
Iowa
$1.48M -$174K -970 -11%
CS
602
Credit Suisse
Switzerland
$1.47M -$358K -1,999 -20%
FMWA
603
Forvis Mazars Wealth Advisors
Missouri
$1.47M -$195K -1,089 -12%
AFA
604
American Financial Advisors
Georgia
$1.46M -$25.3K -141 -2%
DFA
605
DHK Financial Advisors
New Hampshire
$1.46M -$4.13M -23,038 -74%
CFG
606
Citizens Financial Group
Rhode Island
$1.45M +$4.84K +27 +0.3%
CASC
607
Coppell Advisory Solutions Corp
Texas
$1.44M +$1.44M +8,042 New
TNA
608
True North Advisors
Texas
$1.44M -$6.63K -37 -0.5%
LFG
609
Larson Financial Group
Missouri
$1.43M -$11.6K -65 -0.8%
PI
610
PFG Investments
New York
$1.42M +$206K +1,149 +17%
SMA
611
Seven Mile Advisory
New Jersey
$1.42M – – –
MFC
612
Morris Financial Concepts
South Carolina
$1.42M -$880K -4,912 -38%
MAM
613
MMA Asset Management
Pennsylvania
$1.41M -$664K -3,795 -32%
KCM
614
Kornitzer Capital Management
Kansas
$1.41M – – –
BC
615
Barrett & Company
Rhode Island
$1.4M +$179 +1 +0%
NJIM
616
Nabity-Jensen Investment Management
Nebraska
$1.4M – – –
RLWM
617
RF&L Wealth Management
Massachusetts
$1.38M +$123K +687 +10%
Cohen & Steers
618
Cohen & Steers
New York
$1.38M -$1.61M -9,000 -54%
CCM
619
Cambridge Capital Management
Illinois
$1.38M -$16.3K -91 -1%
IAN
620
Integrated Advisors Network
Texas
$1.38M +$352K +1,965 +34%
KFI
621
Key Financial Inc
Pennsylvania
$1.37M – – –
HH
622
Hilltop Holdings
Texas
$1.37M -$8.42K -47 -0.6%
ITIM
623
Indiana Trust & Investment Management
Indiana
$1.37M – – –
RFG
624
RFP Financial Group
Georgia
$1.36M – – –
VCP
625
Vista Capital Partners
Oregon
$1.36M – – –
23 24
25
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