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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 %
HWA
376
Hillcrest Wealth Advisors
New Jersey
$4.85M -$83.3K -450 -2%
SCM
377
SOL Capital Management
Maryland
$4.84M +$130K +700 +3%
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$4.83M +$340K +1,834 +8%
MCM
379
Manchester Capital Management
Vermont
$4.81M +$4.07K +22 +0.1%
AWA
380
Alta Wealth Advisors
Massachusetts
$4.73M +$116K +627 +3%
JFG
381
JMG Financial Group
Illinois
$4.73M +$14.6K +79 +0.3%
MA
382
Mutual Advisors
Nebraska
$4.71M +$77.4K +407 +2%
BFM
383
Broadview Financial Management
Wisconsin
$4.71M -$68.1K -368 -1%
GVAG
384
Great Valley Advisor Group
Delaware
$4.69M -$404K -2,181 -8%
CA
385
Cornerstone Advisory
Maryland
$4.65M -$77.8K -400 -2%
Legal & General Group
386
Legal & General Group
United Kingdom
$4.6M +$146K +786 +3%
SYBT
387
Stock Yards Bank & Trust
Kentucky
$4.56M +$122K +658 +3%
TWM
388
Tolleson Wealth Management
Texas
$4.53M -$23.5K -127 -0.5%
TFA
389
TPG Financial Advisors
Oregon
$4.45M +$93.5K +505 +2%
DPI
390
Diversified Portfolios Inc
Michigan
$4.45M +$62.4K +337 +1%
WA
391
Wealth Alliance
New York
$4.44M +$4.44M +24,008 New
FAM
392
Forte Asset Management
New York
$4.43M -$29.8K -161 -0.7%
MMG
393
Monetary Management Group
Missouri
$4.39M +$55.5K +300 +1%
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$4.38M -$70.5K -381 -2%
FMC
395
First Merchants Corp
Indiana
$4.37M – – –
VA
396
Valmark Advisers
Ohio
$4.35M +$167K +902 +4%
PCIA
397
Prime Capital Investment Advisors
Kansas
$4.35M +$21.5K +116 +0.5%
MWM
398
Moran Wealth Management
Florida
$4.34M +$4.34M +23,456 New
RCAG
399
Rehmann Capital Advisory Group
Michigan
$4.34M -$52.6K -284 -1%
SFG
400
Sage Financial Group
Pennsylvania
$4.33M -$8.89K -48 -0.2%
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