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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 %
Russell Investments Group
1426
Russell Investments Group
United Kingdom
$53.4K +$22.4K +125 +72%
SIS
1427
Sound Income Strategies
Florida
$52.2K +$179 +1 +0.3%
PSB
1428
Piscataqua Savings Bank
New Hampshire
$51.9K – – –
DWS
1429
Dynamic Wealth Strategies
California
$51K – – –
CCM
1430
Chilton Capital Management
Texas
$50.9K – – –
OSNBOA
1431
Old Second National Bank of Aurora
Illinois
$50.9K – – –
VWM
1432
Valley Wealth Managers
New Jersey
$48.7K -$87K -486 -64%
HWM
1433
Horizons Wealth Management
North Carolina
$47.8K – – –
CPG
1434
Cornerstone Planning Group
New Jersey
$47.4K -$10.4K -60 -18%
CJ
1435
Caitlin John
Michigan
$46.6K -$11.3K -63 -20%
TWC
1436
TD Waterhouse Canada
Ontario, Canada
$46.3K – – –
FFA
1437
Frazier Financial Advisors
Ohio
$46K -$14.2K -79 -24%
VNA
1438
Valley National Advisers
Pennsylvania
$46K – – –
JWM
1439
Janiczek Wealth Management
Colorado
$44.8K – – –
JHCP
1440
Jackson Hole Capital Partners
Oklahoma
$44.2K – – –
RA
1441
Rise Advisors
New York
$43.5K +$179 +1 +0.4%
GFPC
1442
Global Financial Private Client
Florida
$41.9K – – –
NIC
1443
Northwest Investment Counselors
Oregon
$41.8K +$41.8K +233 New
JFG
1444
JDM Financial Group
Texas
$38.1K +$179 +1 +0.5%
AWM
1445
Aberdeen Wealth Management
Illinois
$35.8K – – –
SC
1446
Stephens Consulting
Michigan
$35.6K -$52.8K -295 -60%
PIP
1447
Peachtree Investment Partners
Florida
$34.9K – – –
AWM
1448
Abound Wealth Management
Tennessee
$34.7K -$133K -741 -79%
HWA
1449
HHM Wealth Advisors
Tennessee
$33.9K – – –
BL
1450
BFSG LLC
California
$33.3K -$17.9K -100 -35%
56 57
58
59 60