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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 %
Vontobel Holding
876
Vontobel Holding
Switzerland
$882K – – –
HT
877
Headlands Technologies
Illinois
$882K +$767K +4,142 +666%
MFC
878
Morris Financial Concepts
South Carolina
$878K -$21.5K -116 -2%
CWM
879
Connecticut Wealth Management
Connecticut
$876K +$185 +1 +0%
RPWA
880
Regent Peak Wealth Advisors
Georgia
$871K -$54.1K -292 -6%
FBT
881
First Bank & Trust
South Dakota
$870K -$29.1K -157 -3%
LT
882
Legacy Trust
Michigan
$869K – – –
RW
883
Regimen Wealth
Georgia
$864K +$26.1K +141 +3%
ANBT
884
American National Bank & Trust
Texas
$859K +$451K +2,436 +111%
WCWM
885
Willow Creek Wealth Management
California
$858K -$8.15K -44 -0.9%
BFC
886
Bedel Financial Consulting
Indiana
$856K +$11.1K +57 +1%
SG
887
Stanich Group
New York
$854K +$854K +4,611 New
GPA
888
Guidance Point Advisors
Massachusetts
$848K +$4.26K +23 +0.5%
CFS
889
CRA Financial Services
New Jersey
$848K +$18.1K +98 +2%
CB
890
Cadence Bank
Mississippi
$846K +$32.6K +176 +4%
ACM
891
Andina Capital Management
Utah
$846K +$846K +4,570 New
MPW
892
Magnolia Private Wealth
Pennsylvania
$845K +$845K +4,563 New
AIS
893
American Investment Services
Massachusetts
$838K – – –
BC
894
Barnett & Company
Tennessee
$838K – – –
HFS
895
Hoge Financial Services
Pennsylvania
$828K +$4.44K +24 +0.5%
RF
896
Roxbury Financial
New Jersey
$826K +$826K +4,136 New
IWP
897
Invenio Wealth Partners
Florida
$824K – – –
LSAG
898
Lake Street Advisors Group
New Hampshire
$824K -$121K -652 -13%
WCFA
899
Walkner Condon Financial Advisors
Wisconsin
$821K +$119K +642 +17%
CWP
900
Cyndeo Wealth Partners
Florida
$821K -$15.5K -84 -2%
34 35
36
37 38