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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 %
RFG
701
RFP Financial Group
Georgia
$1.41M – – –
CTC
702
Central Trust Company
Missouri
$1.41M +$468K +2,526 +50%
VCP
703
Vista Capital Partners
Oregon
$1.41M – – –
AC
704
Apella Capital
Connecticut
$1.41M +$13.9K +75 +1%
SFA
705
Seneca Financial Advisors
New York
$1.4M -$356K -1,923 -20%
ARG
706
Advisory Resource Group
Oklahoma
$1.4M -$5.14M -27,747 -79%
MWM
707
Mascoma Wealth Management
New Hampshire
$1.4M +$230K +1,243 +20%
AFA
708
American Financial Advisors
Georgia
$1.4M -$97.4K -526 -7%
MW
709
Members Wealth
Pennsylvania
$1.39M +$1.39M +7,215 New
MOS
710
MGO One Seven
Ohio
$1.39M +$293K +1,580 +27%
ML
711
Mayport LLC
Massachusetts
$1.39M – – –
MAM
712
MMA Asset Management
Pennsylvania
$1.38M -$2.31M -12,465 -63%
MW
713
Marcum Wealth
Ohio
$1.38M +$112K +607 +9%
CFO
714
Collective Family Office
Pennsylvania
$1.38M -$2.22K -12 -0.2%
CPA
715
Cardiff Park Advisors
California
$1.36M +$1.11K +6 +0.1%
LGWM
716
Litman Gregory Wealth Management
California
$1.36M – – –
CCM
717
Cambridge Capital Management
Illinois
$1.36M -$43K -232 -3%
FFA
718
Farther Finance Advisors
California
$1.36M +$263K +1,422 +24%
BFS
719
Bradley Foster & Sargent
Connecticut
$1.35M -$25K -135 -2%
VW
720
Vance Wealth
California
$1.35M +$5.74K +31 +0.4%
MSWMA
721
Market Street Wealth Management Advisors
Indiana
$1.34M -$15.6K -84 -1%
SCM
722
Smead Capital Management
Arizona
$1.34M +$1.34M +7,247 New
GWANC
723
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.34M +$65.5K +354 +5%
HWM
724
Horizon Wealth Management
Illinois
$1.34M +$193K +1,041 +17%
VP
725
Verum Partners
North Carolina
$1.33M -$140K -754 -9%
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