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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 %
S
851
Sunpointe
Missouri
$681K -$26.9K -150 -4%
SLG
852
Stanley-Laman Group
Pennsylvania
$681K +$1.43K +8 +0.2%
VCM
853
Vivaldi Capital Management
Illinois
$680K +$1.59K +9 +0.2%
SP
854
Stonebrook Private
Michigan
$679K +$52.5K +293 +8%
HC
855
Hamilton Capital
Ohio
$677K – – –
BCM
856
Becker Capital Management
Oregon
$675K -$1.64M -9,181 -71%
WHCFA
857
William Howard & Co Financial Advisors
Tennessee
$668K +$668K +3,727 New
BWA
858
Bordeaux Wealth Advisors
California
$664K – – –
RVM
859
Robinson Value Management
Texas
$662K -$38.9K -217 -6%
MMA
860
Miracle Mile Advisors
California
$662K -$166K -928 -20%
LFS
861
Lutz Financial Services
Nebraska
$660K -$25.1K -140 -4%
CD
862
Chapin Davis
Maryland
$659K -$7.16K -40 -1%
AFC
863
AFT Forsyth & Company
Florida
$657K +$896 +5 +0.1%
WP
864
Westmount Partners
California
$656K +$10.6K +59 +2%
BFWA
865
Benchmark Financial Wealth Advisors
Florida
$655K +$1.08K +6 +0.2%
PAG
866
Paladin Advisory Group
Iowa
$653K – – –
GFS
867
GYL Financial Synergies
Connecticut
$652K +$15.9K +89 +3%
PIA
868
Perennial Investment Advisors
California
$652K – – –
HS
869
Horan Securities
United States
$651K -$107K -598 -14%
BA
870
Ballew Advisors
Mississippi
$650K -$1.92K -11 -0.3%
ACS
871
Archford Capital Strategies
Illinois
$647K -$104K -582 -14%
HA
872
Hanover Advisors
South Carolina
$646K – – –
LWL
873
Leo Wealth LLC
Texas
$644K +$2.33K +13 +0.4%
PWMAG
874
Pinnacle Wealth Management Advisory Group
New Jersey
$640K – – –
ACGA
875
Atlanta Consulting Group Advisors
Georgia
$640K +$640K +3,572 New
33 34
35
36 37