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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 %
CFO
676
CVA Family Office
Colorado
$1.17M – – –
EWA
677
Elevate Wealth Advisory
Georgia
$1.16M +$1.08K +6 +0.1%
SCI
678
Stableford Capital II
Arizona
$1.16M -$14.7K -82 -1%
PA
679
PFG Advisors
Arizona
$1.15M +$152K +848 +15%
GSIS
680
Global Strategic Investment Solutions
Arizona
$1.15M +$133K +745 +13%
CIA
681
Choate Investment Advisors
Massachusetts
$1.15M – – –
CM
682
Castleark Management
Illinois
$1.15M – – –
SAG
683
SageView Advisory Group
California
$1.14M +$1.09M +33,679 +1,866%
BCA
684
Bay Colony Advisors
Massachusetts
$1.14M +$2.69K +15 +0.2%
HIC
685
Hartline Investment Corp
Illinois
$1.14M +$1.14M +6,381 New
OCM
686
Objective Capital Management
Ohio
$1.14M +$179 +1 +0%
V
687
VeraBank
Texas
$1.14M – – –
SB
688
Strategic Blueprint
Georgia
$1.13M +$48.9K +273 +5%
E
689
ETFidea
New York
$1.13M -$17.9K -100 -2%
SIC
690
Sigma Investment Counselors
Michigan
$1.13M +$47.6K +266 +4%
TP
691
Tranquility Partners
Tennessee
$1.13M +$24.5K +137 +2%
CWA
692
Cascade Wealth Advisors
Washington
$1.12M +$1.12M +6,516 New
FCH
693
Freestone Capital Holdings
Washington
$1.12M +$91K +508 +9%
FWM
694
Fairhaven Wealth Management
Illinois
$1.12M -$5.91K -33 -0.5%
CT
695
Coastline Trust
Rhode Island
$1.12M -$8.24K -46 -0.7%
AWA
696
Amplius Wealth Advisors
Pennsylvania
$1.11M -$212K -1,182 -16%
MWM
697
Mascoma Wealth Management
New Hampshire
$1.11M -$39.4K -220 -3%
AWM
698
Accurate Wealth Management
Florida
$1.11M -$853 -5 -0.1%
PFG
699
Pacific Financial Group
Washington
$1.11M -$34.7K -194 -3%
GWM
700
Geneos Wealth Management
Colorado
$1.1M -$3.76M -20,999 -77%
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