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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 %
SS
1201
Sunbelt Securities
Texas
$278K -$4.84K -27 -2%
PP
1202
PDS Planning
Ohio
$278K +$537 +3 +0.2%
PCA
1203
Prosperity Capital Advisors
Ohio
$277K +$277K +1,546 New
KWMG
1204
King Wealth Management Group
Florida
$276K -$14.8K -83 -5%
GAG
1205
GM Advisory Group
New York
$276K +$537 +3 +0.2%
EWM
1206
Executive Wealth Management
Michigan
$275K – – –
LWM
1207
Liberty Wealth Management
California
$274K +$37.4K +209 +16%
ETIA
1208
Epic Trust Investment Advisors
Washington
$274K -$156K -869 -36%
RCM
1209
RMR Capital Management
California
$274K – – –
BHWM
1210
Beaird Harris Wealth Management
Texas
$273K -$9.13K -51 -3%
SFWC
1211
Strategic Family Wealth Counselors
New Jersey
$272K +$24.5K +137 +10%
TW
1212
Transform Wealth
Colorado
$271K -$39.4K -220 -13%
CKAIS
1213
Christensen King & Associates Investment Services
Washington
$271K -$21.7K -121 -7%
CAL
1214
Capital Analysts LLC
Pennsylvania
$271K -$127K -711 -32%
IC
1215
Inscription Capital
Texas
$271K +$271K +1,512 New
SSWM
1216
Smith Salley Wealth Management
North Carolina
$271K -$119K -665 -31%
OFA
1217
Oak Family Advisors
Illinois
$271K – – –
PWP
1218
Private Wealth Partners
California
$270K – – –
LWMT
1219
Legacy Wealth Management (Tennessee)
Tennessee
$269K – – –
AWAP
1220
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$268K -$31.5K -176 -11%
FCA
1221
FinTrust Capital Advisors
South Carolina
$267K -$136K -760 -34%
BEAM
1222
Baker Ellis Asset Management
Washington
$266K – – –
FPTW
1223
Franklin, Parlapiano, Turner & Welch
Texas
$266K -$102K -568 -28%
SWS
1224
SYSTM Wealth Solutions
Illinois
$265K -$4.26M -23,766 -94%
RWP
1225
Ridgecrest Wealth Partners
California
$265K – – –
47 48
49
50 51