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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 %
Vontobel Holding
776
Vontobel Holding
Switzerland
$853K – – –
MGIA
777
Matthew Goff Investment Advisor
Texas
$847K -$5.73K -32 -0.7%
FA
778
Fiducient Advisors
Illinois
$845K +$190K +1,058 +29%
BFS
779
Bradley Foster & Sargent
Connecticut
$843K -$78.3K -437 -8%
WCWM
780
Willow Creek Wealth Management
California
$843K – – –
LAM
781
Lakewood Asset Management
Illinois
$842K -$12K -67 -1%
LT
782
Legacy Trust
Michigan
$841K – – –
EA
783
Evergreen Advisors
Tennessee
$841K -$22.2K -124 -3%
DWM
784
Dakota Wealth Management
Florida
$837K -$2.42M -13,483 -74%
AAS
785
Annex Advisory Services
Wisconsin
$835K -$19.9K -111 -2%
PCS
786
Personal CFO Solutions
New Jersey
$835K -$701K -3,911 -46%
AAP
787
Arax Advisory Partners
Colorado
$835K -$12.7K -71 -2%
LSAG
788
Lake Street Advisors Group
New Hampshire
$830K -$282K -1,574 -25%
MOS
789
MGO One Seven
Ohio
$824K -$230K -1,282 -22%
CWP
790
Cyndeo Wealth Partners
Florida
$820K -$2.33K -13 -0.3%
LOPW
791
Live Oak Private Wealth
North Carolina
$819K +$57.7K +322 +8%
CFS
792
CRA Financial Services
New Jersey
$813K +$15.2K +85 +2%
BC
793
Barnett & Company
Tennessee
$812K – – –
GPA
794
Guidance Point Advisors
Massachusetts
$810K +$19.5K +109 +2%
BWL
795
Bogart Wealth LLC
Virginia
$807K -$1.61K -9 -0.2%
RB
796
Renasant Bank
Mississippi
$804K -$3.58K -20 -0.4%
IWP
797
Invenio Wealth Partners
Florida
$798K -$108K -603 -12%
CC
798
Courier Capital
New York
$797K -$24.4K -136 -3%
HP
799
Holistic Planning
Texas
$793K -$44.6K -249 -5%
PCG
800
Prosperity Consulting Group
Maryland
$792K -$2.82M -15,757 -78%
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