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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 %
MFG
426
Merit Financial Group
Georgia
$3.82M +$2.3M +12,422 +151%
EWA
427
EverSource Wealth Advisors
Alabama
$3.81M +$39.1K +211 +1%
HH
428
Hilltop Holdings
Texas
$3.79M +$2.94M +15,868 +346%
FFG
429
Fiduciary Financial Group
California
$3.78M -$175K -951 -4%
SHF
430
Stage Harbor Financial
Massachusetts
$3.78M +$8.15K +44 +0.2%
HCM
431
Hamlin Capital Management
New York
$3.75M +$3.75M +20,266 New
OC
432
Oarsman Capital
Wisconsin
$3.74M +$25.9K +140 +0.7%
WGC
433
Watts Gwilliam & Co
Arizona
$3.73M +$46.3K +249 +1%
NCM
434
Next Capital Management
New York
$3.72M +$212K +1,143 +6%
AIM
435
Acropolis Investment Management
Missouri
$3.7M -$10.7K -58 -0.3%
T. Rowe Price Associates
436
T. Rowe Price Associates
Maryland
$3.68M +$1.08M +5,846 +42%
1WM
437
1900 Wealth Management
Texas
$3.65M -$17K -92 -0.5%
MFG
438
Magnus Financial Group
New York
$3.65M -$124K -668 -3%
RhumbLine Advisers
439
RhumbLine Advisers
Massachusetts
$3.65M -$3.05M -16,475 -46%
SMC
440
Smith, Moore & Co
Missouri
$3.64M -$53.5K -289 -1%
DIA
441
Dana Investment Advisors
Wisconsin
$3.64M +$2.78M +15,043 +327%
FPAS
442
Focus Partners Advisor Solutions
Missouri
$3.64M +$230K +1,241 +7%
HIA
443
Harbor Investment Advisory
Maryland
$3.61M +$8.15K +44 +0.2%
SIA
444
Summit Investment Advisors
Maryland
$3.6M +$3.6M +18,486 New
PPC
445
Park Place Capital
Alabama
$3.6M +$1.91M +10,297 +113%
SCA
446
Stillwater Capital Advisors
Pennsylvania
$3.58M -$266K -1,439 -7%
FWMP
447
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.57M +$3.57M +19,308 New
IA
448
IFP Advisors
Florida
$3.55M +$2.16M +11,661 +155%
CAM
449
Carret Asset Management
New York
$3.53M -$689K -3,720 -16%
Qube Research & Technologies (QRT)
450
Qube Research & Technologies (QRT)
United Kingdom
$3.53M -$1.78M -9,593 -33%
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