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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 %
HWM
851
Hemington Wealth Management
Virginia
$953K +$185 +1 +0%
PPP
852
Private Portfolio Partners
New Jersey
$950K +$14.8K +80 +2%
AAP
853
Arax Advisory Partners
Colorado
$950K +$43.3K +234 +5%
LOPW
854
Live Oak Private Wealth
North Carolina
$950K -$13.5K -73 -1%
BFA
855
Brown Financial Advisory
Alabama
$947K -$16.7K -90 -2%
FI
856
Financial Insights
Washington
$941K – – –
OWA
857
Opal Wealth Advisors
New York
$940K +$940K +5,075 New
PMFA
858
Plante Moran Financial Advisors
Michigan
$938K -$18.5K -100 -2%
SCI
859
S&CO Inc
Massachusetts
$934K – – –
BF
860
Bonfire Financial
Colorado
$934K +$934K +5,045 New
B
861
Bailard
California
$934K +$20.2K +109 +2%
SGCA
862
Steel Grove Capital Advisors
Tennessee
$930K +$930K +5,025 New
SP
863
Symmetry Partners
Connecticut
$928K +$107K +579 +13%
PIA
864
Perennial Investment Advisors
California
$927K +$252K +1,361 +37%
PG
865
Patten Group
Tennessee
$927K -$111K -601 -11%
AIP
866
Alexis Investment Partners
Texas
$926K +$926K +5,004 New
MWM
867
Meridian Wealth Management
Kentucky
$923K -$8.89K -48 -1%
IPW
868
Intergy Private Wealth
Colorado
$919K +$919K +4,966 New
BFA
869
Beaumont Financial Advisors
Massachusetts
$917K -$9.81K -53 -1%
CWM
870
Calamos Wealth Management
Illinois
$896K – – –
ATC
871
Adirondack Trust Company
New York
$892K +$24.1K +130 +3%
BWL
872
Bogart Wealth LLC
Virginia
$885K +$5.55K +30 +0.6%
LAM
873
Lakewood Asset Management
Illinois
$885K +$28.5K +154 +3%
JIR
874
James Investment Research
Ohio
$884K – – –
FMI
875
F/M Investments
District of Columbia
$882K +$882K +4,765 New
33 34
35
36 37