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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 %
EWA
801
Encompass Wealth Advisors
Oregon
$1.08M – – –
SB
802
Strategic Blueprint
Georgia
$1.08M -$89.2K -482 -8%
JBA
803
Johnson Bixby & Associates
Washington
$1.07M -$192K -1,037 -15%
MMA
804
Miracle Mile Advisors
California
$1.07M +$555K +2,999 +108%
JCM
805
Jacobi Capital Management
Pennsylvania
$1.07M +$185 +1 +0%
CTA
806
Chesley Taft & Associates
Illinois
$1.06M +$197K +1,065 +23%
FFA
807
First Foundation Advisors
California
$1.06M -$21.5K -116 -2%
Betterment LLC
808
Betterment LLC
New York
$1.06M +$23K +124 +2%
MC
809
Middleton & Co
Massachusetts
$1.06M -$14.8K -80 -1%
CHC
810
City Holding Co
West Virginia
$1.05M -$15.7K -85 -1%
TWA
811
TCI Wealth Advisors
Arizona
$1.05M -$100K -540 -9%
LCWP
812
Legacy Capital Wealth Partners
Arkansas
$1.05M +$1.05M +5,667 New
TAM
813
Tocqueville Asset Management
New York
$1.05M +$749K +4,047 +252%
HIS
814
Harvest Investment Services
Illinois
$1.05M +$3.33K +18 +0.3%
MA
815
MONECO Advisors
Connecticut
$1.04M -$5.74K -31 -0.5%
HIP
816
HUB Investment Partners
Texas
$1.04M -$35K -189 -3%
CWM
817
Cornerstone Wealth Management
Missouri
$1.04M -$12.8K -69 -1%
CIA
818
Choate Investment Advisors
Massachusetts
$1.03M – – –
FPW
819
Fairvoy Private Wealth
Alabama
$1.03M +$1.03M +5,584 New
TFGT
820
TS Financial Group (TSFG)
Illinois
$1.03M -$4.44K -24 -0.4%
SCP
821
Seizert Capital Partners
Michigan
$1.03M +$1.03M +5,542 New
CAS
822
Coppell Advisory Solutions
Texas
$1.03M -$44.5K -241 -4%
CAG
823
Csenge Advisory Group
Florida
$1.02M -$58.5K -316 -5%
IAG
824
Investment Advisory Group
Massachusetts
$1.02M +$7.59K +41 +0.8%
SHJ
825
Sharkey, Howes & Javer
Colorado
$1.02M -$101K -545 -9%
31 32
33
34 35