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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 %
SWM
501
Sendero Wealth Management
Texas
$2.83M +$1.78M +9,616 +169%
TSW
502
Thompson Siegel & Walmsley
Virginia
$2.83M +$255K +1,379 +10%
PIM
503
Pullen Investment Management
Florida
$2.82M +$2.82M +15,212 New
AIM
504
Allen Investment Management
New York
$2.81M – – –
FPW
505
Flywheel Private Wealth
California
$2.81M +$2.81M +15,182 New
BCM
506
BluePointe Capital Management
California
$2.81M +$878K +4,742 +45%
NAM
507
NTV Asset Management
West Virginia
$2.8M -$77.8K -420 -3%
CWM
508
Castle Wealth Management
Florida
$2.77M -$38K -205 -1%
FFM
509
Forum Financial Management
Illinois
$2.77M +$52.8K +285 +2%
WTB
510
Washington Trust Bank
Washington
$2.77M +$1.04M +5,613 +60%
Capital World Investors
511
Capital World Investors
California
$2.77M +$1.94M +10,500 +234%
FHB
512
First Hawaiian Bank
Hawaii
$2.76M – – –
AI
513
Arvest Investments
Arkansas
$2.75M +$48.1K +260 +2%
ASC
514
Atalanta Sosnoff Capital
New York
$2.74M +$691K +3,731 +34%
PFA
515
Pathway Financial Advisors
Vermont
$2.71M -$4.81K -26 -0.2%
BTW
516
Boston Trust Walden
Massachusetts
$2.71M -$39.1K -211 -1%
VCA
517
Verdence Capital Advisors
Maryland
$2.7M -$22.2K -120 -0.8%
RA
518
RFG Advisory
Alabama
$2.7M +$320K +1,731 +13%
AGP
519
Autumn Glory Partners
Texas
$2.69M – – –
CWM
520
ClientFirst Wealth Management
Arkansas
$2.68M +$2.68M +14,480 New
IAA
521
Ironsides Asset Advisors
North Carolina
$2.67M +$13.7K +74 +0.5%
AT
522
American Trust
Kentucky
$2.67M +$2.31M +12,456 +642%
GSAM
523
Grant Street Asset Management
Pennsylvania
$2.66M -$35.2K -190 -1%
OWA
524
One Wealth Advisors
California
$2.64M +$1.99M +10,728 +302%
AWP
525
Ascent Wealth Partners
New York
$2.64M +$197K +1,063 +8%
19 20
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