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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 %
BCWM
1051
Bartlett & Co Wealth Management
Ohio
$388K -$3.58K -20 -0.9%
FFP
1052
FourThought Financial Partners
Florida
$386K -$43.5K -243 -10%
CCG
1053
Coastwise Capital Group
California
$385K – – –
MFA
1054
McClarren Financial Advisors
Pennsylvania
$385K +$1.62K +9 +0.4%
WTA
1055
Washington Trust Advisors
Massachusetts
$384K -$8.06K -45 -2%
GC
1056
Gibson Capital
Pennsylvania
$384K – – –
AT
1057
American Trust
Kentucky
$383K -$123K -688 -24%
ZF
1058
Zhang Financial
Michigan
$383K +$179 +1 +0%
TCA
1059
Transcend Capital Advisors
New Jersey
$382K +$36.4K +203 +11%
WAM
1060
Weatherly Asset Management
California
$381K – – –
PWS
1061
Private Wealth Strategies
Ohio
$380K +$896 +5 +0.2%
MWA
1062
Meridian Wealth Advisors
Texas
$379K – – –
OIM
1063
Oder Investment Management
California
$378K – – –
SC
1064
Schoolcraft Capital
Colorado
$378K – – –
PJWM
1065
Philip James Wealth Mangement
Georgia
$377K +$1.61K +9 +0.4%
SC
1066
Stephenson & Company
California
$377K -$27.2K -152 -7%
WH
1067
Willner & Heller
California
$374K +$1.61K +9 +0.4%
FNB
1068
Farmers National Bank
Kentucky
$373K +$90.1K +503 +32%
WPC
1069
Wedmont Private Capital
Pennsylvania
$369K +$58.3K +329 +19%
DFG
1070
Delta Financial Group
New Jersey
$369K – – –
LWM
1071
LJI Wealth Management
Indiana
$369K -$48.4K -270 -12%
RWM
1072
Rockwood Wealth Management
Pennsylvania
$369K – – –
AAM
1073
Austin Asset Management
Texas
$368K – – –
BW
1074
Bison Wealth
Georgia
$368K +$896 +5 +0.2%
NHC
1075
Nicholas Hoffman & Company
Georgia
$367K +$3.22K +18 +0.9%
41 42
43
44 45