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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 %
IC
601
Iconiq Capital
California
$1.94M +$1.94M +10,489 New
JCM
602
Janney Capital Management
Pennsylvania
$1.94M +$1.94M +10,469 New
AF
603
Affiance Financial
Minnesota
$1.93M – – –
EI
604
Ellevest Inc
New York
$1.92M +$926 +5 +0%
WLPWM
605
Walled Lake Planning & Wealth Management
Illinois
$1.91M -$1.11K -6 -0.1%
EIA
606
Eldridge Investment Advisors
New Hampshire
$1.9M -$13.5K -73 -0.7%
JA
607
JVL Associates
Michigan
$1.89M -$5.92K -32 -0.3%
LDB
608
Lee, Danner & Bass
Tennessee
$1.88M +$125K +675 +7%
BCM
609
Brookstone Capital Management
Illinois
$1.87M -$87.2K -471 -4%
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$1.87M -$175K -944 -9%
QCM
611
QRG Capital Management
Illinois
$1.86M +$716K +3,866 +62%
BP
612
BBR Partners
New York
$1.86M – – –
NFG
613
Nations Financial Group
Iowa
$1.86M +$59.6K +322 +3%
WS
614
Wedbush Securities
California
$1.84M +$167K +900 +10%
GC
615
Grimes & Company
Massachusetts
$1.83M -$926 -5 -0.1%
PA
616
Pinnacle Associates
New York
$1.83M +$35K +189 +2%
VAS
617
Vestmark Advisory Solutions
Massachusetts
$1.82M +$1.82M +9,845 New
IIL
618
Insight Inv LLC
California
$1.82M +$1.82M +9,834 New
GJIA
619
Glass Jacobson Investment Advisors
Maryland
$1.82M +$206K +1,114 +13%
EPA
620
Element Pointe Advisors
Florida
$1.81M – – –
ML
621
McAdam LLC
Pennsylvania
$1.8M -$111K -601 -6%
CPBTD
622
Central Pacific Bank - Trust Division
Hawaii
$1.8M -$2.6M -14,021 -59%
SFS
623
Summit Financial Strategies
Ohio
$1.79M – – –
GWWM
624
Great Waters Wealth Management
Minnesota
$1.79M -$7.04K -38 -0.4%
SC
625
Sapient Capital
Indiana
$1.78M -$740 -4 -0%
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