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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 %
ET
451
Equitable Trust
Tennessee
$3.52M +$3.52M +19,029 New
SLT
452
St Louis Trust
Missouri
$3.52M – – –
PCM
453
Pointe Capital Management
Michigan
$3.5M +$59.2K +320 +2%
IAA
454
Independent Advisor Alliance
North Carolina
$3.49M +$3.25M +17,581 +1,367%
EWM
455
EPG Wealth Management
Georgia
$3.49M +$5.18K +28 +0.1%
SI
456
Saxon Interests
Texas
$3.47M +$1.06M +5,720 +44%
MCM
457
Mainstream Capital Management
California
$3.46M -$30.5K -165 -0.9%
BWM
458
Baron Wealth Management
Michigan
$3.45M +$3.45M +18,641 New
BB
459
Busey Bank
Illinois
$3.45M +$315K +1,701 +10%
ACP
460
Argyle Capital Partners
California
$3.39M +$3.39M +18,320 New
PCG
461
Prosperity Consulting Group
Maryland
$3.34M +$2.72M +14,671 +433%
WAM
462
Wakefield Asset Management
Colorado
$3.33M -$917K -4,952 -22%
RI
463
Rinkey Investments
California
$3.3M -$342K -1,845 -9%
GF
464
Goodman Financial
Texas
$3.3M – – –
DSC
465
Donald Smith & Co
New York
$3.3M – – –
GS
466
GTS Securities
New York
$3.28M -$2.7M -14,573 -45%
BMCM
467
Bryn Mawr Capital Management
Pennsylvania
$3.27M +$16.5K +89 +0.5%
CSP
468
Cary Street Partners
Virginia
$3.24M +$3.24M +17,496 New
WAG
469
Winthrop Advisory Group
Massachusetts
$3.23M +$474K +2,561 +17%
QWM
470
Quadcap Wealth Management
Texas
$3.19M -$1.3M -7,014 -29%
Dodge & Cox
471
Dodge & Cox
California
$3.17M +$3.17M +17,100 New
PWM
472
Perigon Wealth Management
California
$3.17M +$176K +927 +6%
SFB
473
STAR Financial Bank
Indiana
$3.15M -$421K -2,273 -12%
ACA
474
Affinity Capital Advisors
California
$3.15M -$18.2K -98 -0.6%
AWM
475
Aprio Wealth Management
Georgia
$3.15M -$90K -486 -3%
17 18
19
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