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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 %
FNT
826
First National Trust
Pennsylvania
$1.01M – – –
WF
827
Welch & Forbes
Massachusetts
$1.01M +$113K +610 +13%
AF
828
Apollon Financial
South Carolina
$1M -$5.18K -28 -0.5%
PGWM
829
Parisi Gray Wealth Management
New Jersey
$993K +$9.81K +53 +1%
TCM
830
Tassel Capital Management
North Carolina
$992K +$992K +5,360 New
SCA
831
STALEY CAPITAL ADVISERS
Pennsylvania
$992K – – –
BWA
832
BlueChip Wealth Advisors
Georgia
$992K +$16.3K +88 +2%
CWA
833
Core Wealth Advisors
Florida
$988K +$17.2K +93 +2%
CFGA
834
Cambridge Financial Group (Arizona)
Arizona
$987K -$9.81K -53 -1%
PFG
835
Pacific Financial Group
Washington
$986K -$13.1K -71 -1%
AAS
836
Annex Advisory Services
Wisconsin
$983K +$85.7K +463 +10%
VC
837
Veracity Capital
Georgia
$982K +$138K +748 +16%
SFPG
838
Stonebridge Financial Planning Group
Florida
$982K +$982K +5,304 New
EWM
839
Empirical Wealth Management
Washington
$981K – – –
TCBWMS
840
Texas Capital Bank Wealth Management Services
Texas
$980K +$11.7K +63 +1%
MHI
841
Miller Howard Investments
New York
$977K +$977K +5,280 New
FFC
842
First Financial Corp
Indiana
$975K -$15.9K -86 -2%
YP
843
YANKCOM Partnership
South Dakota
$972K +$972K +5,249 New
OLA
844
Oliver Luxxe Assets
New Jersey
$971K +$451K +2,403 +87%
NPF
845
Norris Perne & French
Michigan
$971K -$3.91M -21,121 -80%
HC
846
Hoese & Co
Minnesota
$967K -$185 -1 -0%
JWM
847
JP Wealth Management
South Carolina
$966K +$966K +5,216 New
AFG
848
Atomi Financial Group
New York
$957K -$80.2K -433 -8%
HP
849
Holistic Planning
Texas
$955K +$34.4K +186 +4%
IAG
850
Investmark Advisory Group
Connecticut
$953K +$1.67K +9 +0.2%
32 33
34
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