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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 %
KWS
651
Keystone Wealth Services
California
$1.64M -$70.4K -380 -4%
NLP
652
Next Level Private
New York
$1.64M +$741 +4 +0%
CCM
653
Coldstream Capital Management
Washington
$1.64M +$514K +2,775 +46%
NIM
654
Northeast Investment Management
Massachusetts
$1.64M – – –
ITIM
655
Indiana Trust & Investment Management
Indiana
$1.64M -$29.3K -158 -2%
LTI
656
Laffer Tengler Investments
Tennessee
$1.63M +$1.63M +8,827 New
CC
657
Courier Capital
New York
$1.62M +$759K +4,100 +88%
RWM
658
RKL Wealth Management
Pennsylvania
$1.61M +$1.17M +6,294 +261%
SCTC
659
Sanibel Captiva Trust Company
Florida
$1.61M – – –
GG
660
GenWealth Group
New Jersey
$1.59M -$2.96K -16 -0.2%
BSHC
661
Breed's Hill Capital
Massachusetts
$1.59M – – –
RLWM
662
RF&L Wealth Management
Massachusetts
$1.59M +$36.7K +198 +2%
CT
663
Colonial Trust
South Carolina
$1.59M +$21.1K +114 +1%
AWM
664
Aegis Wealth Management
Maryland
$1.58M +$1.58M +8,560 New
CG
665
Clifford Group
Massachusetts
$1.58M -$5.37K -29 -0.3%
GFP
666
Gryphon Financial Partners
Ohio
$1.58M -$18.3K -99 -1%
BSSFA
667
Baron Silver Stevens Financial Advisors
Florida
$1.57M -$26.1K -141 -2%
D.E. Shaw & Co
668
D.E. Shaw & Co
New York
$1.57M +$1.57M +8,503 New
FT
669
Fiduciary Trust
Massachusetts
$1.55M -$37K -200 -2%
IB
670
Intrust Bank
Kansas
$1.55M – – –
CFG
671
Cooper Financial Group
California
$1.55M -$133K -716 -8%
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M – – –
AW
673
Alteri Wealth
California
$1.53M +$1.53M +8,250 New
GWM
674
Global Wealth Management
New Jersey
$1.52M – – –
WIA
675
World Investment Advisors
California
$1.51M +$436K +2,355 +41%
25 26
27
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