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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 %
ACM
751
Alamar Capital Management
California
$1.2M +$92K +497 +8%
TNB
752
Thomasville National Bank
Georgia
$1.19M -$37K -200 -3%
EFG
753
Embree Financial Group
Illinois
$1.19M +$15.9K +86 +1%
CA
754
Capital Advantage
California
$1.19M +$1.19M +6,424 New
FFN
755
Focus Financial Network
Minnesota
$1.19M -$1.06M -5,734 -47%
CM
756
Castleark Management
Illinois
$1.18M – – –
FPCP
757
Fort Point Capital Partners
California
$1.18M +$1.18M +6,399 New
PAG
758
Paladin Advisory Group
Iowa
$1.18M -$20K -108 -2%
TBT
759
Texas Bank & Trust
Texas
$1.18M +$1.18M +6,391 New
SS
760
Sunbelt Securities
Texas
$1.18M +$871K +4,719 +281%
TP
761
Tranquility Partners
Tennessee
$1.18M -$13.5K -72 -1%
V
762
VeraBank
Texas
$1.18M – – –
First Manhattan
763
First Manhattan
New York
$1.18M +$7.59K +41 +0.6%
WB
764
WesBanco Bank
West Virginia
$1.17M -$24.6K -133 -2%
RB
765
Renasant Bank
Mississippi
$1.17M +$359K +1,939 +44%
FTS
766
Fifth Third Securities
Ohio
$1.17M +$155K +836 +15%
SIA
767
Schechter Investment Advisors
Michigan
$1.17M +$31.8K +172 +3%
FWM
768
Fairhaven Wealth Management
Illinois
$1.16M +$4.63K +25 +0.4%
AWA
769
Amplius Wealth Advisors
Pennsylvania
$1.15M – – –
NAS
770
Nicolet Advisory Services
Wisconsin
$1.15M +$133K +723 +13%
DWM
771
Diversify Wealth Management
Utah
$1.15M +$236K +1,285 +26%
RWM
772
Ritholtz Wealth Management
New York
$1.15M +$40K +216 +4%
ACM
773
Advisors Capital Management
New Jersey
$1.15M +$92.8K +501 +9%
AFG
774
ABLE Financial Group
Arizona
$1.15M -$1.09M -5,869 -49%
SCI
775
Stableford Capital II
Arizona
$1.14M -$40.7K -220 -3%
29 30
31
32 33