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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 %
EF
1176
Empowered Funds
Pennsylvania
$290K +$290K +1,620 New
EWM
1177
Echo Wealth Management
Minnesota
$290K -$68.2K -381 -19%
CIC
1178
Concord Investment Counsel
California
$290K +$290K +1,619 New
ST
1179
Sabal Trust
Florida
$289K – – –
TC
1180
Trust Company
Kansas
$289K – – –
MWM
1181
Merriman Wealth Management
Washington
$289K -$3.05K -17 -1%
RG
1182
Rathbones Group
United Kingdom
$288K -$18.3K -102 -6%
GWMR
1183
GC Wealth Management RIA
Massachusetts
$288K +$23.1K +129 +9%
ARC
1184
Advisor Resource Council
Texas
$286K +$44.1K +261 +18%
MRCM
1185
M&R Capital Management
New Jersey
$286K +$537 +3 +0.2%
WPW
1186
Watershed Private Wealth
Illinois
$286K – – –
BB
1187
Berkshire Bank
Massachusetts
$284K -$65.4K -365 -19%
GCP
1188
GSA Capital Partners
United Kingdom
$284K +$179 +1 +0.1%
FWIA
1189
Fort Washington Investment Advisors
Ohio
$283K -$8.96K -50 -3%
EL
1190
EWA LLC
Pennsylvania
$282K -$10.6K -60 -4%
SWM
1191
Stockman Wealth Management
Montana
$282K -$17.9K -100 -6%
BFEC
1192
Benjamin F. Edwards & Company
Missouri
$282K -$61K -341 -18%
CWM
1193
Campbell Wealth Management
Virginia
$282K +$282K +1,577 New
SA
1194
Sicart Associates
New York
$282K -$91K -508 -24%
RRWA
1195
Rainey & Randall Wealth Advisors
Florida
$282K +$358 +2 +0.1%
JPWM
1196
Jamison Private Wealth Management
Georgia
$282K +$282K +1,573 New
HC
1197
Hourglass Capital
Texas
$279K – – –
SW
1198
SteelPeak Wealth
California
$279K +$10.7K +60 +4%
GD
1199
Grandfield & Dodd
New York
$279K – – –
ODIJL
1200
One Day In July LLC
Vermont
$278K +$2.51K +14 +0.9%
46 47
48
49 50