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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 %
DC
926
Davenport & Co
Virginia
$554K -$42.3K -236 -7%
ECA
927
Elevated Capital Advisors
Utah
$553K +$300K +1,677 +119%
TGAM
928
TBH Global Asset Management
Tennessee
$548K +$27.6K +154 +5%
OCBCO
929
Oversea-Chinese Banking Corp (OCBC)
Singapore
$545K – – –
QPWM
930
Quadrant Private Wealth Management
Pennsylvania
$544K -$64.1K -358 -11%
DJSG
931
D.J. St. Germain
Massachusetts
$543K +$96.5K +539 +22%
SA
932
Skyline Advisors
Washington
$540K +$2.15K +12 +0.4%
BCM
933
Buckhead Capital Management
Georgia
$537K – – –
MAS
934
Meeder Advisory Services
Ohio
$537K +$282K +1,575 +111%
ATC
935
Adirondack Trust Company
New York
$537K – – –
MCC
936
Money Concepts Capital
Florida
$535K +$6.81K +38 +1%
FTC
937
Farmers Trust Company
Ohio
$532K +$91.3K +510 +21%
SCM
938
Schnieders Capital Management
California
$532K – – –
CNC
939
Citizens & Northern Corp
Pennsylvania
$531K – – –
CCG
940
Catalina Capital Group
California
$531K +$531K +2,963 New
OPW
941
Oxler Private Wealth
New York
$530K +$1.61K +9 +0.3%
ESB
942
Essex Savings Bank
Connecticut
$528K – – –
E3F
943
Eight 31 Financial
Texas
$528K +$5.37K +30 +1%
CIP
944
Capital Insight Partners
Arizona
$526K -$16.8K -94 -3%
OHWP
945
Oak Harbor Wealth Partners
North Carolina
$525K -$11.8K -66 -2%
PP
946
PrairieView Partners
Minnesota
$524K -$3.94K -22 -0.7%
EWA
947
Exencial Wealth Advisors
Oklahoma
$522K -$2.69K -15 -0.5%
SFG
948
Sovereign Financial Group
Connecticut
$521K -$25.4K -142 -5%
EIA
949
Edgemoor Investment Advisors
Maryland
$520K – – –
BCP
950
Berkeley Capital Partners
Georgia
$520K -$164K -915 -24%
36 37
38
39 40