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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 %
POIA
1276
Pin Oak Investment Advisors
Texas
$237K – – –
LFP
1277
Lakeshore Financial Planning
Michigan
$236K – – –
HFM
1278
Harvest Fund Management
China
$236K -$216K -1,204 -48%
MPCG
1279
Matrix Private Capital Group
New York
$235K +$179 +1 +0.1%
LIG
1280
Lokken Investment Group
Delaware
$235K – – –
KIA
1281
KCM Investment Advisors
California
$234K -$80.6K -450 -26%
WEG
1282
World Equity Group
Illinois
$232K -$25.1K -140 -10%
SCP
1283
Stevens Capital Partners
Nebraska
$232K -$64.1K -358 -22%
RWG
1284
Ratio Wealth Group
Colorado
$231K – – –
MYIA
1285
Mount Yale Investment Advisors
Colorado
$231K -$4.96M -27,714 -96%
HWM
1286
Howard Wealth Management
Connecticut
$230K – – –
MWM
1287
Moran Wealth Management
Florida
$230K -$554K -3,092 -71%
SAM
1288
S.A. Mason
Michigan
$229K – – –
FBB
1289
Fulton Breakefield Broenniman
Maryland
$229K – – –
Millennium Management
1290
Millennium Management
New York
$227K -$6.68M -37,318 -97%
GIP
1291
Greatmark Investment Partners
Georgia
$227K -$37.1K -207 -14%
TW
1292
TrinityPoint Wealth
Connecticut
$227K +$2.33K +13 +1%
OPA
1293
Old Port Advisors
Maine
$227K – – –
LA
1294
LPF Advisors
Florida
$226K +$226K +1,263 New
OCM
1295
Orion Capital Management
California
$225K – – –
AA
1296
Addison Advisors
Vermont
$224K – – –
SCM
1297
Steele Capital Management
Iowa
$223K – – –
DWM
1298
Dopkins Wealth Management
New York
$223K +$223K +1,244 New
EA
1299
Eudaimonia Advisors
Tennessee
$222K – – –
CFSG
1300
Community Financial Services Group
Vermont
$222K +$222K +1,239 New
50 51
52
53 54