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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 %
OCG
726
Opus Capital Group
Ohio
$1.33M -$4.63K -25 -0.3%
WIA
727
Wetzel Investment Advisors
Indiana
$1.33M -$16.1K -87 -1%
N
728
Natixis
France
$1.32M -$55.2K -298 -4%
CTI
729
Community Trust & Investment
Kentucky
$1.32M +$1.32M +7,104 New
EA
730
Enclave Advisors
Texas
$1.31M – – –
GC
731
Garde Capital
Washington
$1.31M – – –
CPA
732
Capital Performance Advisors
California
$1.3M – – –
WMA
733
West Michigan Advisors
Michigan
$1.28M +$17.6K +95 +1%
CCT
734
Chemung Canal Trust
New York
$1.28M +$9.26K +50 +0.7%
DK
735
David Kennon
Florida
$1.27M +$46.3K +250 +4%
WIC
736
Whitegate Investment Counselors
New Hampshire
$1.27M – – –
GSIS
737
Global Strategic Investment Solutions
Arizona
$1.27M +$62.9K +340 +5%
BIA
738
BHK Investment Advisors
Alabama
$1.26M -$1.67K -9 -0.1%
CAAS
739
Capital Asset Advisory Services
Michigan
$1.26M +$1.49K +8 +0.1%
WCP
740
Wick Capital Partners
Pennsylvania
$1.26M -$107K -576 -8%
TWM
741
Thrive Wealth Management
Pennsylvania
$1.25M +$197K +1,063 +19%
FFC
742
Frederick Financial Consultants
Maryland
$1.25M +$1.25M +6,737 New
FMWA
743
Forvis Mazars Wealth Advisors
Missouri
$1.25M +$98.9K +534 +9%
MAA
744
Matrix Asset Advisors
New York
$1.23M +$4.81K +26 +0.4%
BCA
745
Bay Colony Advisors
Massachusetts
$1.22M -$1.67K -9 -0.1%
Balyasny Asset Management
746
Balyasny Asset Management
Illinois
$1.22M +$508K +2,746 +71%
AHC
747
Anderson Hoagland & Co
Missouri
$1.21M +$996K +5,200 +456%
ADL
748
Asset Dedication LLC
California
$1.21M -$25.9K -140 -2%
FA
749
Financial Advisors
Massachusetts
$1.21M -$104K -563 -8%
NG
750
Northstar Group
New York
$1.21M -$10.6K -57 -0.9%
28 29
30
31 32