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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 %
BW
1151
BIP Wealth
Georgia
$315K +$95.8K +535 +44%
FCFC
1152
First Commonwealth Financial Corp
Pennsylvania
$315K -$2.51K -14 -0.8%
FW
1153
Fairway Wealth
Ohio
$313K – – –
WA
1154
Wealth Architects
California
$312K – – –
FTWA
1155
Fifth Third Wealth Advisors
Ohio
$310K +$310K +1,729 New
FRA
1156
Frank Rimerman Advisors
California
$310K – – –
UB
1157
Umpqua Bank
Oregon
$309K +$309K +1,727 New
FIC
1158
FCG Investment Company
Tennessee
$309K – – –
AMBIA
1159
Allen Mooney & Barnes Investment Advisors
Georgia
$305K – – –
SPC
1160
Spirepoint Private Client
Florida
$304K +$304K +1,695 New
MC
1161
Moors & Cabot
Massachusetts
$303K -$1.97K -11 -0.6%
CFA
1162
CWS Financial Advisors
Michigan
$303K -$115K -644 -28%
MBTD
1163
Mechanics Bank - Trust Department
California
$302K +$302K +1,685 New
BWM
1164
BCGM Wealth Management
Indiana
$302K +$179 +1 +0.1%
JFA
1165
JNBA Financial Advisors
Minnesota
$301K – – –
EPM
1166
Elm Partners Management
Pennsylvania
$301K +$37.4K +209 +14%
FPB
1167
First PREMIER Bank
South Dakota
$301K -$17.9K -100 -6%
APC
1168
Aspire Private Capital
North Carolina
$297K – – –
DA
1169
Doliver Advisors
Texas
$296K – – –
SEEDPG
1170
S.E.E.D. Planning Group
New York
$295K – – –
BCMLT
1171
Beacon Capital Management LLC (Tennessee)
Tennessee
$295K -$19.3K -108 -6%
SWM
1172
SeaCrest Wealth Management
New York
$294K -$99K -553 -25%
TWP
1173
Total Wealth Planning
Ohio
$293K – – –
ME
1174
McIlrath & Eck
Washington
$292K +$27K +151 +10%
PWP
1175
Principle Wealth Partners
Connecticut
$290K – – –
45 46
47
48 49