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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,714 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, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% 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
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.2B
2
Bank of America
Bank of America
North Carolina
+$870M
3
Wells Fargo
Wells Fargo
California
+$312M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$259M
5
Prudential Financial
Prudential Financial
New Jersey
+$190M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$406M
2
IAIM
International Assets Investment Management
Florida
-$258M
3
BlackRock
BlackRock
New York
-$101M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$94.9M
5
RRAM
River Road Asset Management
Kentucky
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
576
InvesTrust
Oklahoma
$2.11M +$2.11M +11,411 New
WDG
577
Wealth Dimensions Group
Ohio
$2.11M -$23.3K -126 -1%
CAC
578
Certified Advisory Corp
Florida
$2.1M +$30.4K +164 +1%
BCM
579
Becker Capital Management
Oregon
$2.06M -$1.06M -5,715 -34%
USCWA
580
U.S. Capital Wealth Advisors
Texas
$2.05M +$671K +3,627 +49%
JWM
581
JFG Wealth Management
Colorado
$2.05M -$77.2K -417 -4%
GF
582
Gries Financial
Ohio
$2.05M +$50K +270 +3%
SWM
583
SilverOak Wealth Management
Minnesota
$2.04M – – –
FWTB
584
First Western Trust Bank
Colorado
$2.01M -$619K -3,346 -24%
BHBT
585
Burke & Herbert Bank & Trust
Virginia
$2.01M -$10.2K -55 -0.5%
CA
586
CGN Advisors
Kansas
$2M +$33K +178 +2%
BDFN
587
Bond & Devick Financial Network
Minnesota
$2M – – –
FWP
588
FAS Wealth Partners
Kansas
$2M -$35.7K -193 -2%
AA
589
AlphaCentric Advisors
Puerto Rico
$1.98M +$1.98M +10,710 New
MLM
590
Mount Lucas Management
Pennsylvania
$1.98M +$1.98M +10,710 New
CW
591
CreativeOne Wealth
Kansas
$1.98M +$32.2K +174 +2%
PFM
592
Phillips Financial Management
Indiana
$1.98M – – –
CAG
593
Centerpoint Advisory Group
Kansas
$1.97M +$1.97M +10,655 New
IAIM
594
International Assets Investment Management
Florida
$1.97M -$258M -1,396,861 -99%
VFP
595
Verus Financial Partners
Virginia
$1.97M +$184 +1 +0%
MWA
596
Monograph Wealth Advisors
California
$1.97M -$447K -2,412 -19%
CWA
597
CJM Wealth Advisers
Virginia
$1.96M -$57.8K -312 -3%
APP
598
Avantax Planning Partners
Iowa
$1.95M -$4.44K -24 -0.2%
TFA
599
Tobias Financial Advisors
Florida
$1.95M -$75.9K -410 -4%
WFA
600
WestHill Financial Advisors
California
$1.95M -$73.9K -399 -4%
22 23
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