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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,526 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, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

Holders
1,526
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
1.44%
New
101
Increased
441
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$346M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$219M
3
JRP
3
Jasper Ridge Partners
California
$452M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$59.9M
5
G
5
Gainplan
Michigan
$44.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
Bank of America
2
Bank of America
North Carolina
$8.92B
3
BlackRock
3
BlackRock
New York
$408M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.13B
5
CAM
5
Cresset Asset Management
Illinois
$67.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SQA
101
Simon Quick Advisors
New Jersey
$36M 200,835 -488 -0.2%
RFC
102
Regions Financial Corp
Alabama
$35.4M 197,508 -1,121 -0.6%
GL
103
Graypoint LLC
New York
$35.3M 197,004 +26,293 +15%
GAB
104
German American Bancorp
Indiana
$34.8M 194,330 +2,236 +1%
CWM
105
Congress Wealth Management
Massachusetts
$33.8M 188,516 +5,021 +3%
JE
106
JMAC Enterprises
Pennsylvania
$33.6M 187,390 +16,938 +10%
Cerity Partners
107
Cerity Partners
New York
$33.5M 187,309 -618,622 -77%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$32.9M 177,157 -205,042 -54%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$32.7M 182,366 -65,645 -26%
JFGIW
110
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.6M 182,212 -4,520 -2%
TPWA
111
TRUE Private Wealth Advisors
Oregon
$31.4M 175,251 +9,838 +6%
LFWA
112
LBJ Family Wealth Advisors
Texas
$30.8M 171,719 +1,811 +1%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$29.8M 167,141 +456 +0.3%
American Century Companies
114
American Century Companies
Missouri
$29.6M 165,196 -91,409 -36%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$29.3M 163,819 -65,839 -29%
PFP
116
Pinnacle Financial Partners
Tennessee
$29M 161,902 -8,701 -5%
HWM
117
HB Wealth Management
Georgia
$28.1M 156,942 -2,709 -2%
LL
118
LWMG LLC
Minnesota
$27.1M 151,386 +7,794 +5%
KeyBank National Association
119
KeyBank National Association
Ohio
$26.9M 150,356 -5,256 -3%
ANTB
120
AMG National Trust Bank
Colorado
$25.7M 143,255 +23 +0%
WC
121
Waterloo Capital
Texas
$25.4M 141,730 +71,712 +102%
BWCS
122
Beirne Wealth Consulting Services
Connecticut
$25.3M 141,445 +39,861 +39%
CP
123
Covenant Partners
Tennessee
$24.5M 136,936 -91 -0.1%
RWB
124
RMR Wealth Builders
New Jersey
$24.5M 136,539 +521 +0.4%
DAS
125
Dynamic Advisor Solutions
Arizona
$24.4M 136,429 +1,031 +0.8%
3 4
5
6 7