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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 %
AWM
476
Avior Wealth Management
Nebraska
$3.13M +$41.1K +222 +1%
EFS
477
Essex Financial Services
Connecticut
$3.13M -$27.4K -148 -0.9%
CIS
478
Custom Index Systems
New York
$3.09M +$7.59K +41 +0.2%
ATC
479
Argent Trust Co
Tennessee
$3.09M +$39.6K +214 +1%
SWA
480
SOA Wealth Advisors
New York
$3.06M -$147K -796 -5%
OWM
481
Opes Wealth Management
California
$3.02M +$3.7K +20 +0.1%
TDWM
482
Topel & Distasi Wealth Management
California
$3.01M -$945K -5,102 -24%
UL
483
Unionview LLC
Washington
$3M -$6.29K -34 -0.2%
PWA
484
Provenance Wealth Advisors
Florida
$2.99M -$120K -650 -4%
FM
485
Foster & Motley
Ohio
$2.98M +$1.66M +8,950 +125%
GBT
486
Grove Bank & Trust
Florida
$2.98M +$82.8K +447 +3%
AWM
487
Axxcess Wealth Management
California
$2.97M +$131K +705 +5%
TFCP
488
Twin Focus Capital Partners
Massachusetts
$2.95M -$450K -2,433 -13%
AA
489
Ancora Advisors
Ohio
$2.95M +$35.7K +193 +1%
GT
490
Glenview Trust
Kentucky
$2.95M -$11.1K -60 -0.4%
WAL
491
W Advisors LLC
Tennessee
$2.94M +$486K +2,627 +20%
WWM
492
Western Wealth Management
Colorado
$2.94M -$365K -1,971 -11%
IAN
493
Integrated Advisors Network
Texas
$2.91M +$2.1M +11,344 +259%
CWA
494
Cornerstone Wealth Advisors
Minnesota
$2.9M -$20.9K -113 -0.7%
EWM
495
Evermay Wealth Management
Virginia
$2.89M – – –
CCM
496
Colorado Capital Management
Colorado
$2.89M – – –
BOJHT
497
Bank of Jackson Hole Trust
Wyoming
$2.89M +$2.89M +15,625 New
GPFA
498
Game Plan Financial Advisors
Ohio
$2.89M – – –
GA
499
GFS Advisors
Texas
$2.85M -$6.48K -35 -0.2%
PA
500
Procyon Advisors
Connecticut
$2.84M +$153K +826 +6%
18 19
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