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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 %
NC
1301
NovaPoint Capital
Georgia
$221K -$53.9K -301 -20%
AP
1302
Atwood & Palmer
Missouri
$221K – – –
NFA
1303
Northern Financial Advisors
Michigan
$221K – – –
FWA
1304
FSM Wealth Advisors
Ohio
$220K +$220K +1,229 New
FAM
1305
Formidable Asset Management
Ohio
$219K +$219K +1,225 New
RW
1306
REDW Wealth
New Mexico
$219K +$179 +1 +0.1%
BPFA
1307
Barnes Pettey Financial Advisors
Mississippi
$219K +$219K +1,223 New
RRCM
1308
Rappaport Reiches Capital Management
Illinois
$219K – – –
NWM
1309
Northwest Wealth Management
Iowa
$218K -$17.4K -97 -7%
LWM
1310
LongView Wealth Management
Georgia
$218K -$4.12K -23 -2%
SWP
1311
Strategic Wealth Partners
Ohio
$217K +$217K +1,211 New
CPRC
1312
Consolidated Portfolio Review Corp
New York
$216K +$216K +1,208 New
SG
1313
Sharper & Granite
California
$215K -$21.2K -120 -9%
CC
1314
Commons Capital
Massachusetts
$215K +$215K +1,202 New
MIM
1315
MTM Investment Management
South Carolina
$215K +$49.4K +276 +30%
MTIC
1316
Missouri Trust & Investment Company
Missouri
$215K -$3.94K -22 -2%
AG
1317
Ascent Group
Virginia
$215K -$8.24K -46 -4%
GWM
1318
GSB Wealth Management
Connecticut
$214K +$214K +1,196 New
RC
1319
Roundview Capital
New Jersey
$214K +$214K +1,196 New
MCM
1320
Mitchell Capital Management
Kansas
$213K -$338K -1,889 -61%
VLC
1321
Van Leeuwen & Company
New Jersey
$213K +$213K +1,190 New
LWM
1322
Lakeridge Wealth Management
Ohio
$213K -$31K -173 -13%
WA
1323
WBH Advisory
Maryland
$212K +$212K +1,183 New
Fisher Asset Management
1324
Fisher Asset Management
Washington
$212K -$351K -1,957 -62%
RPSA
1325
Richard P. Slaughter Associates
Texas
$212K -$10K -56 -5%
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