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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 %
HCA
1226
Heck Capital Advisors
Wisconsin
$265K +$206K +1,152 +354%
CA
1227
CoreCap Advisors
Michigan
$264K +$18.4K +103 +8%
BHA
1228
Beech Hill Advisors
New York
$264K -$77K -430 -23%
TF
1229
Trek Financial
Arizona
$263K -$1.43K -8 -0.5%
GWM
1230
Greenhouse Wealth Management
Connecticut
$263K +$716 +4 +0.3%
ODG
1231
O'Dell Group
Ohio
$261K – – –
AWM
1232
Avondale Wealth Management
Texas
$260K – – –
BB
1233
Bell Bank
North Dakota
$260K – – –
BOH
1234
Bank of Hawaii
Hawaii
$259K – – –
CM
1235
Cornerstone Management
Georgia
$259K – – –
GA
1236
Gordian Advisors
Arizona
$259K – – –
BFWM
1237
Bright Futures Wealth Management
New York
$256K +$256K +1,469 New
MF
1238
Manchester Financial
California
$256K – – –
NAMM
1239
NorthStar Asset Management (Massachusetts)
Massachusetts
$255K -$9.67K -54 -4%
SCM
1240
Sollinda Capital Management
Florida
$255K -$75.2K -420 -23%
KAM
1241
KEB Asset Management
Illinois
$254K – – –
RGC
1242
Roberts, Glore & Co
Illinois
$254K – – –
SIAS
1243
Summit Investment Advisory Services
Minnesota
$254K – – –
CAG
1244
Csenge Advisory Group
Florida
$253K -$1.25K -7 -0.5%
Fiera Capital (Canada)
1245
Fiera Capital (Canada)
Quebec, Canada
$253K +$179 +1 +0.1%
MFS
1246
Madrona Financial Services
Washington
$253K +$896 +5 +0.4%
PP
1247
Pacifica Partners
Canada
$252K -$13K -74 -5%
SL
1248
Sentinus LLC
Illinois
$251K +$251K +1,403 New
BSA
1249
Braun Stacey Associates
New York
$251K -$44.7K -250 -15%
BWM
1250
BCS Wealth Management
Tennessee
$251K -$717 -4 -0.3%
48 49
50
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