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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,526 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, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

Holders
1,526
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
1.44%
New
101
Increased
441
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$346M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$219M
3
JRP
3
Jasper Ridge Partners
California
$452M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$59.9M
5
G
5
Gainplan
Michigan
$44.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
Bank of America
2
Bank of America
North Carolina
$8.92B
3
BlackRock
3
BlackRock
New York
$408M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.13B
5
CAM
5
Cresset Asset Management
Illinois
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
EP Wealth Advisors
California
$56.5M -$1.32M -7,375 -2%
MGIA
77
Moneta Group Investment Advisors
Missouri
$56.4M +$11.8M +65,747 +26%
MCM
78
MAI Capital Management
Ohio
$54.2M +$9.15M +51,103 +20%
FBFS
79
First Business Financial Services
Wisconsin
$51.6M +$325K +1,816 +0.6%
Brown Advisory
80
Brown Advisory
Maryland
$51.6M -$3.01M -16,811 -6%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$47.1M +$1.19M +6,621 +3%
WRTC
82
Wind River Trust Company
Wyoming
$45.4M – – –
FWM
83
FSA Wealth Management
Massachusetts
$44.6M +$1.28M +7,165 +3%
G
84
Gainplan
Michigan
$44.4M +$44.4M +248,109 New
SPIA
85
Steward Partners Investment Advisory
New York
$43M -$328K -1,833 -0.8%
BIM
86
Bridges Investment Management
Nebraska
$42.9M +$861K +4,808 +2%
FAM
87
Flaharty Asset Management
Florida
$41.3M -$2.34M -13,059 -5%
BPWM
88
Badgley Phelps Wealth Managers
Washington
$40.3M -$21.1M -117,664 -34%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$40.2M -$2.72M -15,197 -6%
Franklin Resources
90
Franklin Resources
California
$39.4M +$33.1M +184,770 +527%
NFG
91
Nadler Financial Group
Illinois
$39M -$142K -792 -0.4%
RZH
92
Relyea Zuckerberg Hanson
Connecticut
$39M +$698K +3,895 +2%
Kovitz Investment Group Partners
93
Kovitz Investment Group Partners
Illinois
$38.9M +$38.6M +215,513 +11,190%
KAS
94
Kestra Advisory Services
Texas
$38.1M +$6.83M +38,129 +22%
PWM
95
Paulson Wealth Management
Illinois
$38M +$2.07M +11,585 +6%
CFM
96
Comprehensive Financial Management
California
$37.7M – – –
MFIM
97
Mesirow Financial Investment Management
Illinois
$37.6M +$1.9M +10,627 +5%
William Blair & Company
98
William Blair & Company
Illinois
$37.2M +$277K +1,549 +0.8%
FHA
99
First Horizon Advisors
Tennessee
$36.9M -$2.18M -12,156 -6%
MWM
100
Mission Wealth Management
California
$36.1M +$1.2M +6,706 +3%
2 3
4
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