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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 %
NFSG
1526
Newbridge Financial Services Group
Florida
$358 -$133K -745 -100%
TRCT
1527
Tower Research Capital (TRC)
New York
$179 -$2.86K -16 -94%
SFA
1528
Semmax Financial Advisors
North Carolina
$45 -$42 – –
UMC
1529
UNC Management Company
North Carolina
– -$113M -684,805 Closed
Diamond Hill Capital Management
1530
Diamond Hill Capital Management
Ohio
– -$36.7M -222,090 Closed
CP
1531
Coho Partners
Pennsylvania
– -$27M -163,639 Closed
CCM
1532
Cullen Capital Management
New York
– -$21M -127,295 Closed
Macquarie Group
1533
Macquarie Group
Australia
– -$16.2M -98,304 Closed
LAM
1534
Lyrical Asset Management
New York
– -$12.1M -73,160 Closed
ClearBridge Investments
1535
ClearBridge Investments
New York
– -$9.47M -57,305 Closed
CIM
1536
Confluence Investment Management
Missouri
– -$9.11M -55,119 Closed
Barclays
1537
Barclays
United Kingdom
– -$8.31M -50,310 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1538
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$8.26M -50,000 Closed
DS
1539
DRW Securities
Illinois
– -$7.23M -43,727 Closed
SG Americas Securities
1540
SG Americas Securities
New York
– -$6.03M -36,484 Closed
PL
1541
Polianta Ltd
Jersey
– -$5.78M -35,000 Closed
GBWM
1542
Granite Bay Wealth Management
New Hampshire
– -$5.23M -33,852 Closed
JF
1543
Jump Financial
Illinois
– -$5.37M -32,479 Closed
GM
1544
Granger Management
New York
– -$5.07M -30,661 Closed
AFCM
1545
Applied Finance Capital Management
Puerto Rico
– -$4.6M -27,859 Closed
BHPW
1546
Beverly Hills Private Wealth
California
– -$4.56M -27,582 Closed
TG
1547
TCW Group
California
– -$4.4M -26,618 Closed
Eagle Capital Management (New York)
1548
Eagle Capital Management (New York)
New York
– -$3.92M -23,724 Closed
Nomura Asset Management
1549
Nomura Asset Management
Japan
– -$3.09M -18,680 Closed
TFS
1550
Thoroughbred Financial Services
Tennessee
– -$2.98M -18,017 Closed
60 61
62
63 64