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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 %
DWM
1576
Defined Wealth Management
Oregon
– -$627K -3,795 Closed
CWP
1577
Curated Wealth Partners
California
– -$624K -3,777 Closed
OWA
1578
Opal Wealth Advisors
New York
– -$588K -3,558 Closed
VAS
1579
Vestmark Advisory Solutions
Massachusetts
– -$542K -3,277 Closed
BCM
1580
Bayesian Capital Management
New York
– -$539K -3,262 Closed
EP
1581
Edgestream Partners
New Jersey
– -$533K -3,223 Closed
CCA
1582
Childress Capital Advisors
Texas
– -$507K -3,070 Closed
NP
1583
Nilsine Partners
Colorado
– -$488K -2,956 Closed
GC
1584
GFG Capital
Florida
– -$479K -2,901 Closed
SB
1585
Sunflower Bank
Texas
– -$442K -2,676 Closed
JJBC
1586
James J. Burns & Company
New York
– -$387K -2,342 Closed
Chevy Chase Trust
1587
Chevy Chase Trust
Maryland
– -$384K -2,324 Closed
TIA
1588
Traphagen Investment Advisors
New Jersey
– -$371K -2,248 Closed
CCM
1589
Carlson Capital Management
Minnesota
– -$318K -1,925 Closed
FNBOO
1590
First National Bank of Omaha
Nebraska
– -$318K -1,925 Closed
DFG
1591
Demars Financial Group
Washington
– -$315K -1,906 Closed
AFG
1592
AFS Financial Group
Maryland
– -$293K -1,774 Closed
SIMG
1593
Sonora Investment Management Group
Arizona
– -$292K -1,767 Closed
JSL
1594
JT Stratford LLC
Georgia
– -$285K -1,726 Closed
MFG
1595
Monumental Financial Group
Maryland
– -$285K -1,723 Closed
OP
1596
ORG Partners
Indiana
– -$282K -1,704 Closed
SAM
1597
SignalPoint Asset Management
Missouri
– -$255K -1,545 Closed
IF
1598
Intrua Financial
Texas
– -$252K -1,526 Closed
VDI
1599
Vaughan David Investments
Illinois
– -$242K -1,467 Closed
GHAM
1600
Gilman Hill Asset Management
Connecticut
– -$230K -1,389 Closed
62 63
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