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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 %
WCFA
826
Walkner Condon Financial Advisors
Wisconsin
$739K +$214K +1,194 +41%
TI
827
Trexquant Investment
Connecticut
$732K -$833K -4,652 -53%
Wolverine Trading
828
Wolverine Trading
Illinois
$726K +$490K +2,738 +208%
RWM
829
Ritholtz Wealth Management
New York
$726K -$139K -776 -16%
IWM
830
Iams Wealth Management
Nebraska
$724K +$724K +4,242 New
CIAS
831
Capital Investment Advisory Services
North Carolina
$724K +$11.6K +65 +2%
BFG
832
Berger Financial Group
Minnesota
$723K +$7.34K +41 +1%
TC
833
TownSquare Capital
Utah
$722K +$171K +952 +31%
GRA
834
Golden Road Advisors
Florida
$721K -$5.73K -32 -0.8%
SIM
835
SSI Investment Management
California
$720K – – –
EB
836
Emprise Bank
Kansas
$717K +$717K +4,002 New
BAM
837
Bosun Asset Management
Illinois
$716K – – –
WIC
838
Woodmont Investment Counsel
Tennessee
$709K -$22.4K -125 -3%
GSWM
839
Greenup Street Wealth Management
Michigan
$708K -$197K -1,099 -22%
WI
840
WrapManager Inc
California
$703K -$19.9K -111 -3%
CA
841
Continuum Advisory
Idaho
$696K -$132K -749 -16%
FFWA
842
Forthright Family Wealth Advisory
Texas
$694K +$694K +3,876 New
AWM
843
Atticus Wealth Management
Florida
$691K -$24.4K -136 -3%
RBC
844
Roble Belko & Company
Pennsylvania
$690K – – –
OAM
845
Occidental Asset Management
California
$688K -$3.22K -18 -0.5%
EFMC
846
Empire Financial Management Company
New York
$687K – – –
BWP
847
BSW Wealth Partners
Colorado
$684K – – –
RA
848
Rodgers & Associates
Pennsylvania
$683K +$31.3K +175 +5%
LBC
849
Lowe Brockenbrough & Co
Virginia
$683K -$278K -1,550 -29%
Empower Advisory Group
850
Empower Advisory Group
Colorado
$682K +$136K +761 +25%
32 33
34
35 36