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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 %
UCFA
151
United Capital Financial Advisors
Texas
$18M -$493K -2,755 -3%
BSW
152
Buckingham Strategic Wealth
Missouri
$17.9M +$1.58M +8,798 +10%
WW
153
Westshore Wealth
California
$17.4M +$831K +4,640 +5%
LC
154
Lindbrook Capital
California
$17.3M -$169K -943 -1%
VVP
155
Venture Visionary Partners
Ohio
$17M +$847K +4,730 +5%
SIM
156
Stratos Investment Management
Ohio
$16.9M -$496K -2,767 -3%
GIA
157
GHP Investment Advisors
Colorado
$16.6M +$24K +134 +0.1%
FA
158
FDx Advisors
Illinois
$16.6M -$1.3M -7,282 -7%
WHG
159
Westwood Holdings Group
Texas
$16.2M -$1.01M -5,657 -6%
CWA
160
CM Wealth Advisors
Ohio
$16.1M +$15.5M +88,455 +2,448%
WANY
161
Wealthspire Advisors (New York)
New York
$15.9M -$156K -869 -1%
RWP
162
RWA Wealth Partners
Massachusetts
$15.6M +$12.7M +70,925 +432%
HCC
163
Hirtle Callaghan & Co
Pennsylvania
$15.5M -$775K -4,325 -5%
NFW
164
Noble Family Wealth
Florida
$15.3M -$49.1K -274 -0.3%
IIC
165
Integrated Investment Consultants
Michigan
$15M -$39.8K -222 -0.3%
MCCA
166
Mill Creek Capital Advisors
Pennsylvania
$14.9M – – –
BFG
167
Bleakley Financial Group
New Jersey
$14.8M -$4.1M -22,863 -22%
IFO
168
Independent Family Office
New York
$14.8M – – –
NA
169
NewEdge Advisors
Louisiana
$14.7M +$112K +624 +0.8%
CWC
170
Carolinas Wealth Consulting
North Carolina
$14.7M -$347K -1,936 -2%
NYLIM
171
New York Life Investment Management
New York
$14.5M -$5.63M -31,458 -28%
CCB
172
Country Club Bank
Missouri
$14.5M -$2.9M -16,215 -17%
RJT
173
Raymond James Trust
Florida
$14.4M -$132K -736 -0.9%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$14.3M -$900K -5,022 -6%
FCBT
175
First Citizens Bank & Trust
North Carolina
$14.3M -$438K -2,448 -3%
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