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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 %
FCMT
1351
Founders Capital Management (Texas)
Texas
$176K – – –
TFM
1352
TFC Financial Management
Massachusetts
$176K – – –
WBC
1353
West Branch Capital
Massachusetts
$171K -$179 -1 -0.1%
SWM
1354
Sugarloaf Wealth Management
Georgia
$171K – – –
GFL
1355
Granite FO LLC
New Hampshire
$167K +$743 +4 +0.4%
IRC
1356
Investors Research Corp
Georgia
$167K – – –
CFD
1357
Creative Financial Designs
Indiana
$167K +$179 +1 +0.1%
MFT
1358
Moisand Fitzgerald Tamayo
Florida
$158K – – –
W
1359
WealthCollab
Washington
$155K – – –
Qube Research & Technologies (QRT)
1360
Qube Research & Technologies (QRT)
United Kingdom
$152K +$152K +850 New
BMC
1361
Bear Mountain Capital
Washington
$150K -$508 -3 -0.3%
NIG
1362
NFJ Investment Group
Texas
$149K -$10.8M -60,490 -99%
GWSG
1363
GPS Wealth Strategies Group
Colorado
$147K – – –
GI
1364
Gradient Investments
Minnesota
$146K -$539K -3,009 -79%
LFA
1365
LGT Financial Advisors
Texas
$145K – – –
NCM
1366
Northwest Capital Management
Oregon
$144K – – –
BCP
1367
Blue Chip Partners
Michigan
$141K +$141K +789 New
RFA
1368
Register Financial Advisors
Georgia
$136K +$716 +4 +0.5%
PCWA
1369
Pacific Capital Wealth Advisors
California
$135K +$179 +1 +0.1%
FPFS
1370
First Personal Financial Services
North Carolina
$133K – – –
HBT
1371
Hills Bank & Trust
Iowa
$130K – – –
DF
1372
Dunhill Financial
United Kingdom
$125K +$537 +3 +0.4%
EW
1373
Element Wealth
Mississippi
$123K – – –
MDCM
1374
Morgan Dempsey Capital Management
Wisconsin
$123K -$138K -770 -53%
AGWCA
1375
Annis Gardner Whiting Capital Advisors
Florida
$122K +$7.88K +44 +7%
53 54
55
56 57