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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 %
FBT
751
First Bank & Trust
South Dakota
$919K +$919K +5,133 New
CHC
752
City Holding Co
West Virginia
$919K +$13.3K +74 +1%
IAG
753
Investmark Advisory Group
Connecticut
$918K +$23.1K +129 +3%
HI
754
Harbour Investments
Wisconsin
$916K +$61.8K +345 +7%
TCBWMS
755
Texas Capital Bank Wealth Management Services
Texas
$906K -$461K -2,576 -34%
EWM
756
Empirical Wealth Management
Washington
$906K +$70K +391 +8%
CTC
757
Central Trust Company
Missouri
$906K +$7.34K +41 +0.8%
SCI
758
S&CO Inc
Massachusetts
$904K – – –
SHJ
759
Sharkey, Howes & Javer
Colorado
$903K – – –
WP
760
WealthShield Partners
North Carolina
$900K -$436K -2,436 -33%
CAAS
761
Capital Asset Advisory Services
Michigan
$897K +$63.1K +357 +8%
RPWA
762
Regent Peak Wealth Advisors
Georgia
$895K -$40.8K -228 -4%
HC
763
Hoese & Co
Minnesota
$895K – – –
MFG
764
Merit Financial Group
Georgia
$892K +$190K +1,100 +27%
BFA
765
Beaumont Financial Advisors
Massachusetts
$888K +$1.08K +6 +0.1%
B
766
Bailard
California
$884K – – –
AUB
767
Atlantic Union Bankshares
Virginia
$880K -$12K -67 -1%
WA
768
Wealth Alliance
New York
$878K +$320K +1,784 +57%
VC
769
Veracity Capital
Georgia
$877K -$75.2K -420 -8%
BWA
770
BlueChip Wealth Advisors
Georgia
$875K +$10K +56 +1%
VCM
771
Virtue Capital Management
Tennessee
$869K +$324K +1,875 +60%
WF
772
Welch & Forbes
Massachusetts
$869K -$47.5K -265 -5%
IA
773
IFP Advisors
Florida
$864K -$14.3K -80 -2%
AIS
774
American Investment Services
Massachusetts
$862K – – –
MAA
775
Matrix Asset Advisors
New York
$860K +$217K +1,213 +34%
29 30
31
32 33