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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 %
EW
1026
Evoke Wealth
California
$410K +$410K +2,291 New
JC
1027
Jentner Corp
Ohio
$409K -$17.9K -100 -4%
MC
1028
McCarthy & Cox
Ohio
$409K +$409K +2,281 New
CFP
1029
Curran Financial Partners
South Carolina
$408K +$16.1K +90 +4%
PAI
1030
Pittenger & Anderson Inc
Nebraska
$407K – – –
PIA
1031
Petredis Investment Advisors
Pennsylvania
$406K – – –
MF
1032
Montis Financial
Massachusetts
$405K +$1.08K +6 +0.3%
GCM
1033
Gallacher Capital Management
Colorado
$402K +$64.7K +361 +19%
HCM
1034
Hollencrest Capital Management
California
$398K – – –
ANBT
1035
American National Bank & Trust
Texas
$397K – – –
KWM
1036
Keebeck Wealth Management
Illinois
$396K – – –
CF
1037
Clarity Financial
Texas
$396K – – –
KA
1038
Klingman & Associates
New York
$395K -$1.79K -10 -0.5%
WG
1039
Watchman Group
Texas
$395K -$224K -1,248 -36%
GKIM
1040
GW&K Investment Management
Massachusetts
$394K – – –
GTAM
1041
Global Trust Asset Management
Florida
$393K – – –
DPW
1042
DiNuzzo Private Wealth
Pennsylvania
$393K -$27.2K -152 -6%
UWM
1043
USAdvisors Wealth Management
Minnesota
$392K -$42K -235 -10%
RWM
1044
RKL Wealth Management
Pennsylvania
$392K +$179 +1 +0%
MSA
1045
Marino Stram & Associates
Massachusetts
$391K -$22.4K -125 -5%
PPW
1046
Pasadena Private Wealth
California
$390K – – –
TCOV
1047
Trust Company of Vermont
Vermont
$390K +$303K +1,694 +351%
IGWM
1048
ICA Group Wealth Management
Colorado
$389K +$40.3K +225 +12%
GEA
1049
Glen Eagle Advisors
New Jersey
$389K +$30.1K +168 +8%
HBW
1050
Hazlett, Burt & Watson
West Virginia
$388K -$3.95K -22 -1%
40 41
42
43 44