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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 %
YIA
1001
YHB Investment Advisors
Connecticut
$443K – – –
AT
1002
Arden Trust
Delaware
$442K -$204K -1,140 -32%
RDWM
1003
Red Door Wealth Management
Tennessee
$435K -$366K -2,041 -46%
PCM
1004
Parsons Capital Management
Rhode Island
$435K -$20.6K -115 -5%
MFS
1005
McNamara Financial Services
Massachusetts
$434K -$5.37K -30 -1%
OWM
1006
Orgel Wealth Management
Wisconsin
$433K -$10.2K -57 -2%
CT
1007
Cambridge Trust
Massachusetts
$432K -$131K -733 -23%
LI
1008
LRI Investments
Florida
$431K +$431K +2,405 New
CSPAM
1009
Cary Street Partners Asset Management
Virginia
$429K -$219K -1,221 -34%
HWA
1010
Heartwood Wealth Advisors
Virginia
$428K -$12.9K -72 -3%
IFWM
1011
Institute for Wealth Management
Colorado
$427K +$35.8K +200 +9%
PWW
1012
Pettyjohn Wood & White
Virginia
$423K – – –
FCAM
1013
First Citizens Asset Management
North Carolina
$422K -$1.25K -7 -0.3%
AWMG
1014
Alliance Wealth Management Group
New Jersey
$421K – – –
RWMH
1015
Riverpoint Wealth Management Holdings
Illinois
$419K – – –
SIC
1016
Salem Investment Counselors
North Carolina
$418K +$85.4K +477 +26%
TIM
1017
Tortoise Investment Management
New York
$418K -$2.69K -15 -0.6%
Members Trust
1018
Members Trust
Florida
$416K -$132K -735 -24%
HP
1019
HT Partners
Connecticut
$416K – – –
ACP
1020
Aveo Capital Partners
Colorado
$415K +$415K +2,396 New
SFC
1021
Strategic Financial Concepts
Texas
$414K +$414K +2,310 New
RSWA
1022
Robinson Smith Wealth Advisors
Maine
$414K – – –
SIA
1023
Soltis Investment Advisors
Utah
$413K +$2.33K +13 +0.6%
SMA
1024
Sage Mountain Advisors
Georgia
$412K – – –
ERWM
1025
Elk River Wealth Management
Colorado
$412K – – –
39 40
41
42 43