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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 %
WJA
201
Willis Johnson & Associates
Texas
$11.8M -$603K -3,369 -5%
GIM
202
Goelzer Investment Management
Indiana
$11.3M -$68.6K -383 -0.6%
PA
203
Prism Advisors
California
$11.2M -$8.24K -46 -0.1%
BCG
204
Breakwater Capital Group
New Jersey
$11.1M -$218K -1,217 -2%
VWA
205
Visionary Wealth Advisors
Illinois
$11M -$2.41M -13,474 -18%
C
206
Certuity
Florida
$11M -$2.22M -12,395 -17%
FWM
207
FMA Wealth Management
Massachusetts
$10.9M +$1.79K +10 +0%
RIS
208
Retirement Income Solutions
Michigan
$10.8M -$471K -2,628 -4%
MBT
209
Montecito Bank & Trust
California
$10.7M -$621K -3,469 -5%
SCG
210
Sonata Capital Group
Washington
$10.7M +$911K +5,086 +9%
MG
211
Mather Group
Illinois
$10.6M -$263K -1,592 -2%
IP
212
Investment Partners
Ohio
$10.5M -$264K -1,476 -2%
BF
213
BOK Financial
Oklahoma
$10.5M +$111K +624 +1%
OC
214
Oppenheimer & Co
New York
$10.2M +$1.05M +5,884 +12%
WB
215
West Bancorporation
Iowa
$10.2M -$514K -2,871 -5%
VFA
216
Valeo Financial Advisors
Indiana
$9.93M +$45K +259 +0.5%
AWE
217
Avidian Wealth Enterprises
Texas
$9.86M +$1.81M +10,125 +23%
RDIA
218
RE Dickinson Investment Advisors
Iowa
$9.85M +$1.93M +10,767 +24%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$9.79M -$16.4M -91,429 -63%
NOI
220
Newton One Investments
Delaware
$9.76M -$258K -1,438 -3%
ATPW
221
Ashton Thomas Private Wealth
Arizona
$9.75M +$1.23M +6,880 +14%
Simplex Trading
222
Simplex Trading
Illinois
$9.73M +$4.03M +22,475 +71%
Boston Partners
223
Boston Partners
Massachusetts
$9.61M -$16.8M -94,062 -64%
PFS
224
Prospera Financial Services
Texas
$9.49M +$90K +502 +1%
CPIG
225
Chicago Partners Investment Group
Illinois
$9.31M +$92.2K +531 +1%
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