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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 %
CCA
976
Cobblestone Capital Advisors
New York
$478K +$478K +2,666 New
TPI
977
Trust Point Inc
Wisconsin
$476K – – –
BAM
978
Belpointe Asset Management
Nevada
$471K +$96.9K +541 +26%
TI
979
Truepoint Inc
Ohio
$470K – – –
CWM
980
Chicago Wealth Management
Illinois
$469K – – –
TAM
981
Townsend Asset Management
North Carolina
$469K +$1.25K +7 +0.3%
SHFA
982
SC&H Financial Advisors
Maryland
$467K +$896 +5 +0.2%
MPWT
983
MassMutual Private Wealth & Trust
Connecticut
$462K -$41.6K -232 -8%
BBNA
984
Bremer Bank National Association
Minnesota
$461K – – –
BI
985
Berkeley Inc
Idaho
$459K -$3.76K -21 -0.8%
IA
986
Insight Advisors
Pennsylvania
$456K – – –
WIA
987
World Investment Advisors
California
$454K -$814K -4,548 -64%
PS
988
Principal Securities
Iowa
$454K -$27K -151 -6%
GGS
989
Galvin Gaustad & Stein
Arizona
$453K -$122K -679 -21%
TW
990
TritonPoint Wealth
Maryland
$453K -$182K -1,066 -29%
DDPIC
991
Deroy & Devereaux Private Investment Counsel
Michigan
$452K – – –
CC
992
Cypress Capital
Tennessee
$451K -$24.2K -135 -5%
LA
993
LM Advisors
California
$450K +$89.5K +500 +25%
BSWA
994
Bromfield Sneider Wealth Advisors
Massachusetts
$450K +$102K +572 +29%
FMTC
995
Farmers & Merchants Trust Company
California
$448K +$62.7K +350 +16%
WCM
996
WealthBridge Capital Management
Ohio
$447K -$1.97K -11 -0.4%
ST
997
Spinnaker Trust
Maine
$447K +$2.69K +15 +0.6%
BLC
998
Brown, Lisle/Cummings
Rhode Island
$444K – – –
HFS
999
Heritage Financial Services
Massachusetts
$443K – – –
FC
1000
Fusion Capital
South Carolina
$443K +$537 +3 +0.1%
38 39
40
41 42