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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 %
B
626
Bensler
Washington
$1.36M +$8.24K +46 +0.6%
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.36M -$275K -1,599 -17%
ASC
628
Atalanta Sosnoff Capital
New York
$1.36M +$885K +4,940 +188%
GWANC
629
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.34M +$971K +5,420 +260%
ML
630
Mayport LLC
Massachusetts
$1.34M – – –
TWP
631
TFO Wealth Partners
Ohio
$1.33M – – –
AWM
632
AE Wealth Management
Kansas
$1.32M -$2.18M -12,197 -62%
CPA
633
Cardiff Park Advisors
California
$1.32M +$716 +4 +0.1%
SVWAG
634
Sound View Wealth Advisors Group
Georgia
$1.32M -$116K -650 -8%
MSWMA
635
Market Street Wealth Management Advisors
Indiana
$1.31M -$16.1K -90 -1%
OCG
636
Opus Capital Group
Ohio
$1.31M +$11.6K +65 +0.9%
TWA
637
TCI Wealth Advisors
Arizona
$1.3M -$127K -707 -9%
AC
638
Apella Capital
Connecticut
$1.3M -$8.33K -47 -0.6%
CCT
639
Chemung Canal Trust
New York
$1.3M -$52.8K -295 -4%
AWA
640
Arkadios Wealth Advisors
Georgia
$1.3M -$73.3K -409 -5%
GSC
641
Grey Street Capital
Illinois
$1.29M +$951K +5,309 +278%
WIC
642
Whitegate Investment Counselors
New Hampshire
$1.28M – – –
N
643
Natixis
France
$1.28M +$137K +765 +12%
VW
644
Vance Wealth
California
$1.27M -$32.6K -182 -2%
FA
645
Financial Advisors
Massachusetts
$1.27M – – –
CRC
646
Curi RMB Capital
Illinois
$1.27M -$486K -2,714 -28%
GC
647
Garde Capital
Washington
$1.27M +$9.13K +51 +0.7%
CPA
648
Capital Performance Advisors
California
$1.26M +$1.26M +7,046 New
SWA
649
Sax Wealth Advisors
New Jersey
$1.26M – – –
CCM
650
Coldstream Capital Management
Washington
$1.26M -$778K -4,346 -38%
24 25
26
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