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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 %
OAJ
1501
Ogorek Anthony Joseph
New York
$10K – – –
TCPG
1502
Trivant Custom Portfolio Group
California
$9.85K – – –
RCM
1503
Rain Capital Management
Oregon
$8.91K – – –
IFAM
1504
Institutional & Family Asset Management
Colorado
$8.78K – – –
HCP
1505
Hexagon Capital Partners
Arkansas
$8.78K – – –
MCM
1506
MidAtlantic Capital Management
Virginia
$8.6K – – –
TVWM
1507
Tower View Wealth Management
Wisconsin
$7.48K – – –
AssetMark Inc
1508
AssetMark Inc
California
$7.34K -$1.65M -9,184 -100%
NRG
1509
Nemes Rush Group
Michigan
$6.99K – – –
CHA
1510
Carmichael Hill & Associates
Maryland
$6.45K – – –
FCT
1511
First Community Trust
Iowa
$6.45K – – –
VF
1512
VitalStone Financial
Texas
$6K – – –
NF
1513
Norwood Financial
Pennsylvania
$5.37K – – –
NC
1514
NewSquare Capital
Pennsylvania
$5.37K – – –
GIP
1515
Granite Investment Partners
California
$5.19K – – –
IHWM
1516
Iron Horse Wealth Management
Iowa
$4.12K – – –
TFA
1517
Toth Financial Advisory
Virginia
$3.58K – – –
AWM
1518
AllSquare Wealth Management
New York
$3.58K – – –
CCMI
1519
Creative Capital Management Investments
California
$3.58K +$3.58K +20 New
FG
1520
Fairman Group
Pennsylvania
$2.87K – – –
PWM
1521
Provident Wealth Management
Tennessee
$2.87K – – –
KHC
1522
Koesten Hirschmann & Crabtree
Kansas
$2.47K – – –
MSG
1523
Main Street Group
Virginia
$1.43K – – –
AFS
1524
Annapolis Financial Services
Maryland
$1.08K – – –
SOS
1525
Silver Oak Securities
Tennessee
$716 -$630K -3,520 -100%
59 60
61
62 63