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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 %
SFA
401
Sequoia Financial Advisors
Ohio
$4.31M +$455K +2,458 +12%
DIP
402
DT Investment Partners
Pennsylvania
$4.31M -$791K -4,272 -16%
OCM
403
One Capital Management
California
$4.29M -$85.9K -464 -2%
ACIM
404
Azimuth Capital Investment Management
Michigan
$4.29M +$37.8K +204 +0.9%
DADC
405
D.A. Davidson & Co
Montana
$4.29M +$117K +630 +3%
FWCM
406
Ferguson Wellman Capital Management
Oregon
$4.2M +$60.4K +326 +1%
NEPWA
407
New England Private Wealth Advisors
Massachusetts
$4.16M -$98.9K -534 -2%
BAM
408
Berkshire Asset Management
Pennsylvania
$4.14M +$1.75M +9,024 +73%
HCMT
409
Highland Capital Management (Tennessee)
Tennessee
$4.09M -$151K -815 -4%
AMG
410
Asset Management Group
Connecticut
$4.09M -$101K -543 -2%
PW
411
Potentia Wealth
California
$4.09M +$4.09M +22,066 New
FA
412
FC Advisory
Pennsylvania
$4.08M -$113K -609 -3%
SW
413
SVB Wealth
Massachusetts
$4.08M +$4.08M +22,018 New
CM
414
Columbus Macro
Pennsylvania
$4.05M +$4.05M +21,895 New
SSB
415
Sandy Spring Bank
Maryland
$4.05M -$91.3K -493 -2%
CG
416
Caprock Group
Idaho
$4.04M +$408K +2,204 +11%
SWM
417
Spire Wealth Management
Virginia
$4.01M -$57.2K -309 -1%
RFA
418
Resurgent Financial Advisors
Georgia
$3.99M -$51.8K -280 -1%
MCWS
419
McKinley Carter Wealth Services
West Virginia
$3.96M -$218K -1,179 -5%
AWA
420
Arkadios Wealth Advisors
Georgia
$3.94M -$64.8K -350 -2%
TG
421
TCW Group
California
$3.9M +$1.24M +6,706 +47%
WP
422
Wealthspan Partners
Iowa
$3.9M -$77.8K -420 -2%
CPRC
423
Consolidated Portfolio Review Corp
New York
$3.89M +$3.89M +21,032 New
HFP
424
Holistic Financial Partners
Indiana
$3.85M -$8.52K -46 -0.2%
AWA
425
Aaron Wealth Advisors
Illinois
$3.83M +$728K +3,930 +23%
15 16
17
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