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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 %
KFP
651
KMG Fiduciary Partners
Ohio
$1.26M -$5.73K -32 -0.5%
FFA
652
Fragasso Financial Advisors
Pennsylvania
$1.25M -$51.8K -289 -4%
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$1.25M – – –
WMA
654
West Michigan Advisors
Michigan
$1.25M -$53.4K -298 -4%
CIA
655
Capital Investment Advisors
Georgia
$1.25M -$59.8K -334 -5%
IAIM
656
International Assets Investment Management
Florida
$1.24M -$115K -643 -8%
ADL
657
Asset Dedication LLC
California
$1.24M +$538 +3 +0%
BIA
658
BHK Investment Advisors
Alabama
$1.24M +$319K +1,781 +35%
TFO
659
Tarbox Family Office
California
$1.23M -$358 -2 -0%
WIA
660
Wetzel Investment Advisors
Indiana
$1.23M -$6.44K -38 -0.5%
FAIM
661
Financial Advocates Investment Management
Washington
$1.23M +$606K +5,941 +97%
NIM
662
Northeast Investment Management
Massachusetts
$1.22M – – –
MW
663
Marcum Wealth
Ohio
$1.22M -$303K -1,694 -20%
CIA
664
Concurrent Investment Advisors
Florida
$1.2M -$50K -279 -4%
JWM
665
JFG Wealth Management
Colorado
$1.2M +$143K +796 +14%
WB
666
WesBanco Bank
West Virginia
$1.2M +$236K +1,315 +25%
QCM
667
QRG Capital Management
Illinois
$1.19M -$2.88M -16,082 -71%
TNB
668
Thomasville National Bank
Georgia
$1.19M -$537 -3 -0%
NG
669
Northstar Group
New York
$1.19M +$11.5K +64 +1%
LGWM
670
Litman Gregory Wealth Management
California
$1.18M +$37.4K +209 +3%
PMFA
671
Plante Moran Financial Advisors
Michigan
$1.18M – – –
EFG
672
Embree Financial Group
Illinois
$1.18M -$10.9K -61 -0.9%
SA
673
SpiderRock Advisors
Delaware
$1.17M +$1.17M +6,739 New
GI
674
GAMMA Investing
California
$1.17M +$805K +4,492 +220%
WIM
675
Warwick Investment Management
Texas
$1.17M +$11.5K +64 +1%
25 26
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