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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
+$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 %
MBFW
1476
Morton Brown Family Wealth
Pennsylvania
$19.3K -$3.22K -18 -14%
PIS
1477
POM Investment Strategies
North Carolina
$19K – – –
WWP
1478
WR Wealth Planners
Missouri
$18.7K +$18.7K +104 New
HR
1479
Howe & Rusling
New York
$18.3K +$7.88K +44 +76%
CICI
1480
Capital Investment Counsel Inc
North Carolina
$17.9K – – –
TCA
1481
Trifecta Capital Advisors
Illinois
$17.6K -$25.8K -144 -60%
CWM
1482
CarsonAllaria Wealth Management
Illinois
$17.4K -$14.7K -81 -46%
FMP
1483
Financial Management Professionals
Texas
$17K -$3.9K -22 -19%
LF
1484
LifeSteps Financial
California
$15.9K +$15.9K +89 New
OLVIG
1485
Oliver Lagore Vanvalin Investment Group
Michigan
$15.9K +$15.9K +89 New
FP
1486
Financial Perspectives
Minnesota
$15.6K – – –
GWSA
1487
Global Wealth Strategies & Associates
Colorado
$15.4K -$2.51K -14 -14%
PA
1488
PSI Advisors
Florida
$14.5K – – –
TC
1489
Truvestments Capital
Florida
$13.1K +$13.1K +73 New
EA
1490
Evolution Advisers
Virginia
$13K – – –
EFP
1491
EnRich Financial Partners
Wisconsin
$12.9K +$12.9K +72 New
CCA
1492
Criterion Capital Advisors
Tennessee
$12.7K – – –
SIC
1493
SJS Investment Consulting
Ohio
$12.7K – – –
RMC
1494
Resources Management Corp
Connecticut
$12K – – –
DFA
1495
DHJJ Financial Advisors
Illinois
$11.6K – – –
VWWMG
1496
Vermillion & White Wealth Management Group
Pennsylvania
$11.6K – – –
DCM
1497
Davis Capital Management
Florida
$11.6K – – –
PCM
1498
Perritt Capital Management
Illinois
$11.4K – – –
IF
1499
Integrity Financial
Wyoming
$10.4K – – –
MIM
1500
Macroview Investment Management
Maryland
$10.2K – – –
58 59
60
61 62