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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,526 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, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.12%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.44%
New
101
Increased
441
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
$346M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$219M
3
JRP
Jasper Ridge Partners
California
$452M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$59.9M
5
G
Gainplan
Michigan
$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.99B
2
Bank of America
Bank of America
North Carolina
$8.92B
3
BlackRock
BlackRock
New York
$408M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13B
5
CAM
Cresset Asset Management
Illinois
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$24.1M +$412K +2,302 +2%
SC
127
Savant Capital
Illinois
$23.7M -$319K -1,780 -1%
CAL
128
Capital Advisors Ltd
Ohio
$23.4M +$375K +2,095 +2%
CI
129
CX Institutional
Indiana
$23.2M -$390K -2,175 -2%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$23.1M -$99.8K -557 -0.4%
CAM
131
Crestone Asset Management
Colorado
$22.8M -$117K -653 -0.5%
FB
132
Fulton Bank
Pennsylvania
$22.8M -$91.9K -513 -0.4%
WA
133
Waverly Advisors
Alabama
$22.6M -$1.37M -7,645 -6%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$22.5M -$599K -3,342 -3%
PA
135
PFW Advisors
Georgia
$22.4M -$449K -2,508 -2%
TPCW
136
TD Private Client Wealth
New York
$22.3M -$5.32M -29,692 -19%
RVPG
137
Relative Value Partners Group
$22M -$77.4K -468 -0.4%
CG
138
Corundum Group
Colorado
$21.8M – – –
PSP
139
Pacific Sage Partners
Washington
$21.5M -$333K -1,861 -2%
WCAMG
140
Woodard & Company Asset Management Group
North Carolina
$21.2M -$160K -896 -0.8%
AC
141
AWM Capital
Arizona
$20.9M -$1.39M -7,747 -6%
WSTAM
142
Wilbanks Smith & Thomas Asset Management
Virginia
$20.4M +$7.88K +44 +0%
FCI
143
Financial Counselors Inc
Kansas
$20.1M -$1.32M -7,360 -6%
Principal Financial Group
144
Principal Financial Group
Iowa
$19.6M +$3.96M +22,123 +25%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$19M -$317K -1,771 -2%
TA
146
TruWealth Advisors
Louisiana
$18.9M +$1.14M +6,342 +6%
LNC
147
Lincoln National Corp
Pennsylvania
$18.4M +$194K +1,082 +1%
SW
148
Simplicity Wealth
New Jersey
$18.3M +$15.3M +85,379 +515%
AWS
149
Atria Wealth Solutions
New York
$18.1M -$2.29M -12,759 -11%
BCM
150
BTC Capital Management
Iowa
$18M +$18M +100,270 New
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