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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 %
EDRH
1376
Edmond de Rothschild Holding
Switzerland
$121K – – –
VC
1377
Vestor Capital
Illinois
$119K -$48.1K -269 -29%
CF
1378
Centaurus Financial
California
$117K -$14.5K -81 -11%
FCAS
1379
First Command Advisory Services
Texas
$117K +$41.6K +232 +55%
CSC
1380
Caldwell Sutter Capital
California
$115K – – –
T
1381
Tidemark
California
$115K – – –
TH
1382
TCTC Holdings
Texas
$114K – – –
MG
1383
MilWealth Group
Wisconsin
$111K – – –
USB
1384
Union Savings Bank
Connecticut
$109K – – –
WAG
1385
Windsor Advisory Group
Ohio
$105K – – –
GKWIM
1386
Gerber Kawasaki Wealth & Investment Management
California
$104K +$104K +578 New
PCM
1387
Palouse Capital Management
Washington
$103K +$103K +577 New
FPF
1388
First Pacific Financial
Washington
$103K -$1.78M -9,943 -95%
PA
1389
Pineridge Advisors
Missouri
$102K – – –
WPA
1390
West Paces Advisors
Georgia
$102K – – –
LWANC
1391
Laurel Wealth Advisors (North Carolina)
North Carolina
$98.7K +$84.4K +471 +589%
WWM
1392
Wolff Wiese Magana
California
$96.7K – – –
BWP
1393
Baldwin Wealth Partners
Massachusetts
$89.6K -$109K -607 -55%
FFWM
1394
Future Financial Wealth Management
Ohio
$87.2K +$87.2K +487 New
AIA
1395
Arcadia Investment Advisors
Idaho
$86.5K – – –
CTWM
1396
Cherry Tree Wealth Management
Minnesota
$86.3K – – –
HFS
1397
Hantz Financial Services
Michigan
$85K +$9.8K +55 +13%
VWM
1398
Venturi Wealth Management
Texas
$84.2K -$4.48K -25 -5%
SL
1399
Salomon & Ludwin
Virginia
$82.2K – – –
TCM
1400
TD Capital Management
Tennessee
$81.3K – – –
54 55
56
57 58