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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 %
GT
676
Greenleaf Trust
Michigan
$1.51M -$6.85K -37 -0.5%
BGAI
677
Bruce G. Allen Investments
Colorado
$1.51M +$33.9K +183 +2%
LGG
678
Luts & Greenleigh Group
Maryland
$1.5M +$21.3K +115 +1%
NAAA
679
New Age Alpha Advisors
New York
$1.49M +$1.49M +8,060 New
BC
680
Barrett & Company
Rhode Island
$1.49M +$2.04K +11 +0.1%
HCA
681
Heck Capital Advisors
Wisconsin
$1.49M +$1.24M +6,700 +503%
TNA
682
True North Advisors
Texas
$1.48M – – –
SWA
683
Sax Wealth Advisors
New Jersey
$1.46M +$31.8K +172 +2%
SMA
684
Seven Mile Advisory
New Jersey
$1.46M – – –
LFG
685
Larson Financial Group
Missouri
$1.46M -$53.5K -289 -4%
KCM
686
Kornitzer Capital Management
Kansas
$1.45M +$29.8K +161 +2%
NJIM
687
Nabity-Jensen Investment Management
Nebraska
$1.45M – – –
JPG
688
Jordan Park Group
California
$1.44M -$9.81K -53 -0.7%
B
689
Bensler
Washington
$1.44M +$370 +2 +0%
AIM
690
Anchor Investment Management
South Carolina
$1.43M +$14.3K +77 +1%
IAS
691
Insigneo Advisory Services
Florida
$1.43M +$937K +5,062 +190%
Cohen & Steers
692
Cohen & Steers
New York
$1.43M – – –
PFP
693
Paragon Financial Partners
California
$1.43M -$137K -741 -9%
DS
694
DRW Securities
Illinois
$1.42M +$8.52K +46 +0.6%
PCS
695
Personal CFO Solutions
New Jersey
$1.42M +$561K +3,029 +65%
KFI
696
Key Financial Inc
Pennsylvania
$1.42M +$7.22K +39 +0.5%
FCH
697
Freestone Capital Holdings
Washington
$1.42M +$300K +1,623 +27%
IA
698
IFG Advisory
Georgia
$1.42M +$1.42M +7,662 New
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$1.41M +$110K +595 +8%
ES
700
Eagle Strategies
New York
$1.41M -$2.59K -14 -0.2%
26 27
28
29 30