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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 %
RAG
1551
RIA Advisory Group
Iowa
– -$445K -14,274 Closed
FAB
1552
First American Bank
Illinois
– -$2.05M -12,420 Closed
CAC
1553
Certified Advisory Corp
Florida
– -$1.93M -11,709 Closed
Lord, Abbett & Co
1554
Lord, Abbett & Co
New Jersey
– -$1.76M -10,644 Closed
AWM
1555
Arista Wealth Management
Nevada
– -$1.69M -10,244 Closed
AWM
1556
Angeles Wealth Management
California
– -$1.67M -10,080 Closed
CCWM
1557
Correct Capital Wealth Management
Missouri
– -$1.62M -9,809 Closed
RW
1558
RVW Wealth
California
– -$1.36M -8,235 Closed
HWAM
1559
Hennion & Walsh Asset Management
New Jersey
– -$1.33M -8,031 Closed
IA
1560
IFG Advisory
Georgia
– -$1.32M -8,009 Closed
WCP
1561
Wick Capital Partners
Pennsylvania
– -$1.25M -7,581 Closed
SJIC
1562
St. James Investment Company
Texas
– -$1.19M -7,194 Closed
D.E. Shaw & Co
1563
D.E. Shaw & Co
New York
– -$1.18M -7,137 Closed
Invesco
1564
Invesco
Georgia
– -$1.11M -6,712 Closed
SCP
1565
Seizert Capital Partners
Michigan
– -$1.1M -6,633 Closed
HCM
1566
Hamlin Capital Management
New York
– -$1.08M -6,512 Closed
EIP
1567
Easterly Investment Partners
Massachusetts
– -$940K -5,688 Closed
P
1568
Pitcairn
Pennsylvania
– -$907K -5,486 Closed
KMWM
1569
Keudell/Morrison Wealth Management
Oregon
– -$850K -5,144 Closed
EC
1570
Estate Counselors
Wisconsin
– -$758K -4,585 Closed
BFA
1571
Brendel Financial Advisors
New Hampshire
– -$720K -4,356 Closed
ASG
1572
Ariston Services Group
California
– -$711K -4,304 Closed
JCM
1573
Janney Capital Management
Pennsylvania
– -$652K -3,947 Closed
RRAM
1574
River Road Asset Management
Kentucky
– -$642K -3,885 Closed
IAS
1575
Investment Advisory Services
Texas
– -$635K -3,842 Closed
61 62
63
64 65