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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 %
TAM
1251
Tocqueville Asset Management
New York
$251K +$251K +1,400 New
FWM
1252
FFT Wealth Management
Pennsylvania
$250K – – –
PFC
1253
Phocas Financial Corp
California
$250K – – –
MWM
1254
MorganRosel Wealth Management
Colorado
$250K – – –
FAG
1255
Fortitude Advisory Group
Washington
$250K -$71.8K -401 -22%
SAM
1256
Secure Asset Management
Michigan
$250K -$57K -318 -19%
9WM
1257
9258 Wealth Management
Ohio
$248K – – –
NB
1258
NBT Bank
New York
$246K – – –
HGWM
1259
Horst & Graben Wealth Management
Oregon
$246K -$30.3K -169 -11%
AIP
1260
Ameritas Investment Partners
Nebraska
$246K -$243K -1,358 -50%
IAA
1261
Independent Advisor Alliance
North Carolina
$245K – – –
BL
1262
Balentine LLC
Georgia
$244K +$197K +1,102 +422%
NQWM
1263
Northwest Quadrant Wealth Management
Oregon
$242K +$1.08K +6 +0.4%
1WA
1264
180 Wealth Advisors
Washington
$241K +$716 +4 +0.3%
TSS
1265
Two Sigma Securities
New York
$241K -$429K -2,393 -64%
AC
1266
Abbrea Capital
California
$241K – – –
PP
1267
Patten & Patten
Tennessee
$240K +$179 +1 +0.1%
LNWWM
1268
Laird Norton Wetherby Wealth Management
California
$240K -$1.97K -11 -0.8%
WA
1269
WealthTrust Axiom
Pennsylvania
$239K – – –
HAM
1270
Harmony Asset Management
Arizona
$239K – – –
MCM
1271
Monument Capital Management
Virginia
$238K – – –
HPC
1272
HM Payson & Co
Maine
$238K – – –
M
1273
MOTCO
Texas
$238K -$11.5K -64 -5%
FAT
1274
First American Trust
California
$238K +$238K +1,326 New
CAM
1275
Columbia Asset Management
Michigan
$237K – – –
49 50
51
52 53