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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 %
SIA
701
Schechter Investment Advisors
Michigan
$1.1M +$516K +2,879 +89%
HPA
702
High Probability Advisors
New York
$1.1M – – –
SXL
703
Summit X LLC
Missouri
$1.1M -$113K -632 -9%
TCOTS
704
Trust Company of the South
North Carolina
$1.09M -$29.4K -164 -3%
MWAM
705
Manhattan West Asset Management
California
$1.09M +$437K +2,442 +67%
AF
706
Apexium Financial
Texas
$1.08M -$2.92M -16,291 -73%
ICG
707
InterOcean Capital Group
Tennessee
$1.07M -$130K -724 -11%
SIA
708
SkyView Investment Advisors
New Jersey
$1.07M +$1.07M +5,975 New
TWM
709
Thrive Wealth Management
Pennsylvania
$1.07M -$321K -1,791 -23%
BFA
710
Brown Financial Advisory
Alabama
$1.07M -$15.2K -85 -1%
CFGA
711
Cambridge Financial Group (Arizona)
Arizona
$1.06M +$537 +3 +0.1%
DK
712
David Kennon
Florida
$1.06M +$1.06M +5,891 New
CAMG
713
CWA Asset Management Group
Florida
$1.05M -$154K -862 -13%
PG
714
Patten Group
Tennessee
$1.04M +$3.4K +19 +0.3%
EWA
715
Encompass Wealth Advisors
Oregon
$1.04M +$179 +1 +0%
MC
716
Middleton & Co
Massachusetts
$1.04M – – –
SWM
717
Soundmark Wealth Management
Washington
$1.04M – – –
VF
718
Vawter Financial
Ohio
$1.03M -$65.4K -365 -6%
SWM
719
Sendero Wealth Management
Texas
$1.03M -$3.58K -20 -0.3%
TFGT
720
TS Financial Group (TSFG)
Illinois
$1.03M -$34.4K -192 -3%
FTS
721
Fifth Third Securities
Ohio
$1.02M -$177K -991 -15%
RMC
722
Regis Management Company
California
$1.02M – – –
HIP
723
HUB Investment Partners
Texas
$1.02M +$258K +1,442 +34%
CWM
724
Cornerstone Wealth Management
Missouri
$1.02M -$147K -823 -13%
MA
725
MONECO Advisors
Connecticut
$1.01M +$52.1K +291 +5%
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