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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 %
AIP
1601
ARS Investment Partners
New York
– -$214K -1,298 Closed
HNWA
1602
Henrickson Nauta Wealth Advisors
Michigan
– -$214K -1,297 Closed
WPWM
1603
Western Pacific Wealth Management
Illinois
– -$167K -1,013 Closed
AC
1604
AlphaCore Capital
California
– -$166K -1,002 Closed
AIM
1605
Arcadia Investment Management
Michigan
– -$128K -775 Closed
TVAMP
1606
Tennessee Valley Asset Management Partners
Tennessee
– -$107K -647 Closed
GWMIA
1607
Global Wealth Management Investment Advisory
Florida
– -$98.7K -597 Closed
NFA
1608
Northwest Financial Advisors
Virginia
– -$95.2K -576 Closed
MSS
1609
Mitchell Sinkler & Starr
Pennsylvania
– -$83.8K -507 Closed
CCP
1610
Clarkston Capital Partners
Michigan
– -$81.8K -495 Closed
SA
1611
Scarborough Advisors
Maryland
– -$64.4K -390 Closed
DI
1612
DAGCO Inc
Ohio
– -$47.3K -286 Closed
Federated Hermes
1613
Federated Hermes
Pennsylvania
– -$42.1K -255 Closed
LFA
1614
Level Financial Advisors
New York
– -$27.1K -164 Closed
PS
1615
Planned Solutions
California
– -$16.5K -100 Closed
DAC
1616
Dividend Assets Capital
South Carolina
– -$12K -75 Closed
PPWM
1617
PFG Private Wealth Management
Florida
– -$10.6K -64 Closed
YAL
1618
Your Advocates Ltd
Texas
– -$8.43K -51 Closed
LIWM
1619
Long Island Wealth Management
New York
– -$8K -49 Closed
LF
1620
Lee Financial
Texas
– -$7.27K -44 Closed
GWM
1621
Guardian Wealth Management
Illinois
– -$4.46K -27 Closed
LPP
1622
Life Planning Partners
Florida
– -$3.64K -22 Closed
CIA
1623
Cape Investment Advisory
Georgia
– -$2.81K -17 Closed
AWM
1624
Able Wealth Management
New Jersey
– -$2.37K -14 Closed
KA
1625
Kozak & Associates
Colorado
– -$652 -4 Closed
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