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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 %
SCM
1326
Stonehearth Capital Management
Massachusetts
$211K +$211K +1,179 New
PIMG
1327
Patriot Investment Management Group
Tennessee
$210K +$210K +1,173 New
DAS
1328
Diversify Advisory Services
Utah
$210K +$210K +1,178 New
BCM
1329
Brookmont Capital Management
Texas
$210K +$210K +1,171 New
SWM
1330
Selective Wealth Management
Virginia
$210K +$210K +1,200 New
CRI
1331
Commonwealth Retirement Investments
Virginia
$209K +$209K +1,166 New
EBT
1332
Enterprise Bank & Trust
Massachusetts
$208K +$208K +1,164 New
HNWAG
1333
High Net Worth Advisory Group
Florida
$208K +$208K +1,159 New
CCP
1334
Cassia Capital Partners
North Carolina
$207K +$207K +1,156 New
FFBTD
1335
First Financial Bank - Trust Division
Ohio
$205K +$205K +1,147 New
STB
1336
S&T Bank
Pennsylvania
$205K -$51.7K -288 -20%
TCB
1337
Texas Capital Bancshares
Texas
$205K -$26.5K -148 -11%
NL
1338
NVWM LLC
Pennsylvania
$205K -$519K -2,900 -72%
TCM
1339
TruNorth Capital Management
Michigan
$205K +$205K +1,142 New
FNBOMD
1340
First National Bank of Mount Dora
Florida
$202K -$49.3K -275 -20%
PA
1341
Probity Advisors
Texas
$201K +$201K +1,124 New
EK
1342
Evensky & Katz
Florida
$200K – – –
Schroder Investment Management Group
1343
Schroder Investment Management Group
United Kingdom
$196K -$157K -880 -44%
TSWM
1344
Tyler-Stone Wealth Management
Ohio
$191K – – –
LIA
1345
Luken Investment Analytics
Tennessee
$188K – – –
FGAM
1346
Financial Gravity Asset Management
Texas
$184K -$856K -4,969 -82%
ACA
1347
Atlas Capital Advisors
Wyoming
$184K – – –
CSB
1348
City State Bank
Iowa
$182K -$2.68K -15 -1%
CA
1349
Crewe Advisors
Utah
$178K -$179 -1 -0.1%
VAMG
1350
Voisard Asset Management Group
Michigan
$176K – – –
52 53
54
55 56