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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 %
KFP
776
KMG Fiduciary Partners
Ohio
$1.14M -$13.3K -72 -1%
1IA
777
1834 Investment Advisors
Wisconsin
$1.14M -$1.97M -10,651 -63%
CWA
778
Cascade Wealth Advisors
Washington
$1.13M – – –
HPA
779
High Probability Advisors
New York
$1.13M – – –
TCOTS
780
Trust Company of the South
North Carolina
$1.13M – – –
HI
781
Harbour Investments
Wisconsin
$1.12M -$185 -1 -0%
EFG
782
Ethos Financial Group
Pennsylvania
$1.12M +$1.12M +6,069 New
GWM
783
Geneos Wealth Management
Colorado
$1.12M -$51.6K -279 -4%
CIA
784
Capital Investment Advisors
Georgia
$1.11M -$159K -860 -12%
SXL
785
Summit X LLC
Missouri
$1.11M +$8.89K +48 +0.8%
JSW
786
Journey Strategic Wealth
New Jersey
$1.11M +$229K +1,238 +26%
SIC
787
Sigma Investment Counselors
Michigan
$1.11M – – –
WP
788
WMS Partners
Maryland
$1.11M +$6.48K +35 +0.6%
EWA
789
Elevate Wealth Advisory
Georgia
$1.11M -$2.78K -15 -0.3%
SIA
790
SkyView Investment Advisors
New Jersey
$1.11M – – –
FA
791
Fiducient Advisors
Illinois
$1.11M -$91.3K -493 -8%
SFG
792
Snider Financial Group
Washington
$1.1M +$1.1M +5,956 New
WP
793
WealthShield Partners
North Carolina
$1.1M +$116K +625 +12%
FFA
794
Fragasso Financial Advisors
Pennsylvania
$1.1M -$4.63K -25 -0.4%
PI
795
PFG Investments
New York
$1.1M -$26.7K -144 -2%
VF
796
Vawter Financial
Ohio
$1.09M -$41.7K -225 -4%
CT
797
Coastline Trust
Rhode Island
$1.09M – – –
FAIM
798
Financial Advocates Investment Management
Washington
$1.09M -$747K -4,034 -41%
AF
799
Apexium Financial
Texas
$1.08M -$19.3K -104 -2%
PWM
800
Parkshore Wealth Management
California
$1.08M +$1.08M +5,857 New
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