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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 %
DWM
951
Dechtman Wealth Management
Colorado
$517K +$2.15K +12 +0.4%
CPIA
952
Cornell Pochily Investment Advisors
New York
$516K – – –
TWA
953
Talisman Wealth Advisors
New Jersey
$510K -$895 -5 -0.2%
WP
954
WealthPLAN Partners
Nebraska
$509K – – –
SAG
955
Spotlight Asset Group
Illinois
$507K – – –
MAWA
956
Moss Adams Wealth Advisors
Washington
$505K +$182K +1,015 +56%
PL
957
Plancorp LLC
Missouri
$505K -$5.73K -32 -1%
JF
958
JSF Financial
California
$505K +$4.48K +25 +0.9%
LCOV
959
London Company of Virginia
Virginia
$504K -$55.4M -309,115 -99%
OLA
960
Oliver Luxxe Assets
New Jersey
$500K -$114K -637 -19%
AWM
961
AAF Wealth Management
Massachusetts
$499K +$896 +5 +0.2%
FIM
962
Fernwood Investment Management
Massachusetts
$497K – – –
RIA
963
Realta Investment Advisors
Delaware
$496K +$496K +2,768 New
LNB
964
Ledyard National Bank
$494K +$205K +1,146 +71%
FFA
965
Farther Finance Advisors
California
$493K +$116K +650 +31%
OA
966
Operose Advisors
Wisconsin
$491K -$101K -563 -17%
CFP
967
Cascade Financial Partners
California
$489K +$489K +2,848 New
CAM
968
Campion Asset Management
Virginia
$488K -$452K -2,523 -48%
APW
969
Acima Private Wealth
Virginia
$487K – – –
MCP
970
Mirador Capital Partners
California
$487K +$1.97K +11 +0.4%
SHGA
971
Sand Hill Global Advisors
California
$485K -$27.9K -156 -5%
CAG
972
Crestwood Advisors Group
Massachusetts
$484K -$55K -307 -10%
ACI
973
Alpha Cubed Investments
California
$484K +$83.5K +466 +21%
AA
974
Aire Advisors
California
$482K +$2.15K +12 +0.4%
GC
975
Gratus Capital
Georgia
$481K – – –
37 38
39
40 41