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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 %
JAG
1101
Journey Advisory Group
Kentucky
$350K +$34.9K +195 +11%
RT
1102
Rockland Trust
Massachusetts
$347K – – –
NRI
1103
NFP Retirement Inc
California
$347K -$46K -257 -12%
JGIA
1104
Jackson Grant Investment Advisers
Connecticut
$347K +$83.3K +465 +32%
IWA
1105
Inspirion Wealth Advisors
Illinois
$347K – – –
CWG
1106
Cornerstone Wealth Group
North Carolina
$347K +$99.7K +557 +40%
BWM
1107
BKM Wealth Management
Wisconsin
$346K +$44.8K +250 +15%
Koshinski Asset Management
1108
Koshinski Asset Management
Illinois
$346K +$346K +1,930 New
AAG
1109
Armstrong Advisory Group
Massachusetts
$345K – – –
MP
1110
McDonald Partners
Ohio
$345K – – –
PWA
1111
Phoenix Wealth Advisors
North Carolina
$344K -$50.2K -280 -13%
JSW
1112
Journey Strategic Wealth
New Jersey
$344K +$344K +1,919 New
IA
1113
IFG Advisors
Missouri
$342K +$122K +683 +56%
AWA
1114
Arbor Wealth Advisors
Michigan
$342K – – –
CAM
1115
Cozad Asset Management
Illinois
$342K – – –
EGM
1116
Engineers Gate Manager
New York
$341K +$341K +1,904 New
IWM
1117
Integris Wealth Management
California
$340K – – –
Walleye Trading
1118
Walleye Trading
New York
$339K – – –
PCM
1119
Poehling Capital Management
Wisconsin
$338K +$63.6K +355 +23%
PB
1120
Pinnacle Bancorp
Nebraska
$338K -$21.3K -119 -6%
PCMC
1121
Planning Capital Management Corporation
Pennsylvania
$337K -$96.4K -538 -22%
TLFA
1122
True Link Financial Advisors
California
$335K – – –
WT
1123
Washington Trust
Rhode Island
$335K +$46.7K +261 +16%
SWP
1124
ShoreHaven Wealth Partners
New Jersey
$335K -$179 -1 -0.1%
NCM
1125
Noesis Capital Mangement
Florida
$335K – – –
43 44
45
46 47