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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,713 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 476 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+149
Holders Change %
+9.53%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
476
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$7.1B
2
Bank of America
Bank of America
North Carolina
$10B
3
Wells Fargo
Wells Fargo
California
$1.16B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.46B
5
Prudential Financial
Prudential Financial
New Jersey
$549M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$738M
2
IAIM
International Assets Investment Management
Florida
$1.97M
3
BlackRock
BlackRock
New York
$380M
4
AllianceBernstein
AllianceBernstein
Tennessee
$228M
5
RRAM
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
301
Sunburst Financial Group
Alabama
$7.12M – – –
ECG
302
Edge Capital Group
Georgia
$7.11M -$55.7K -301 -0.8%
BIS
303
BG Investment Services
Guam
$7.07M +$7.07M +38,206 New
HSA
304
HBK Sorce Advisory
Pennsylvania
$7.01M -$327K -1,767 -4%
HCM
305
HMS Capital Management
Tennessee
$6.97M -$209K -1,128 -3%
Principal Financial Group
306
Principal Financial Group
Iowa
$6.92M +$2.25M +12,148 +48%
WSFS
307
Wilmington Savings Fund Society
Delaware
$6.87M +$1.29M +6,985 +23%
TF
308
Tandem Financial
Colorado
$6.83M +$6.83M +36,879 New
ASW
309
Astoria Strategic Wealth
Texas
$6.79M -$137K -739 -2%
BJL
310
Brighton Jones LLC
Washington
$6.79M +$552K +2,981 +9%
AAS
311
Ameritas Advisory Services
Nebraska
$6.73M +$1.35M +7,288 +25%
NP
312
NorthRock Partners
Minnesota
$6.72M +$106K +571 +2%
WB
313
Webster Bank
Connecticut
$6.7M +$156K +844 +2%
RIS
314
Retirement Income Solutions
Michigan
$6.63M -$288K -1,555 -4%
BI
315
Ballast Inc
Kentucky
$6.63M +$85.2K +460 +1%
BAAM
316
Baker Avenue Asset Management
California
$6.58M -$18.9K -102 -0.3%
CWP
317
CFM Wealth Partners
Texas
$6.54M +$46.5K +251 +0.7%
DCM
318
Dimension Capital Management
Florida
$6.53M +$235K +1,269 +4%
LW
319
Linscomb Wealth
Texas
$6.35M -$112K -606 -2%
ASN
320
Advisory Services Network
Georgia
$6.35M +$481K +2,598 +8%
ATI
321
ARK & TLK Investments
Oklahoma
$6.35M +$741 +4 +0%
ONB
322
Old National Bancorp
Indiana
$6.35M +$1.75M +9,441 +38%
PPWP
323
Premier Path Wealth Partners
New Jersey
$6.33M +$2.39M +12,900 +61%
AL
324
Aspiriant LLC
California
$6.26M -$171K -923 -3%
SC
325
Sepio Capital
Utah
$6.23M -$136K -733 -2%
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