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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 %
BW
926
Bison Wealth
Georgia
$763K +$92.9K +502 +14%
UB
927
Umpqua Bank
Oregon
$761K +$163K +870 +27%
VCM
928
Virtue Capital Management
Tennessee
$760K +$12K +65 +2%
Empower Advisory Group
929
Empower Advisory Group
Colorado
$756K -$4.81K -26 -0.6%
GRA
930
Golden Road Advisors
Florida
$754K +$6.48K +35 +0.9%
FIA
931
Foundations Investment Advisors
Arizona
$753K +$117K +630 +18%
VCM
932
Vivaldi Capital Management
Illinois
$753K +$2.14K +11 +0.3%
E3F
933
Eight 31 Financial
Texas
$752K +$70.3K +380 +10%
WPC
934
Wedmont Private Capital
Pennsylvania
$750K +$248K +1,351 +49%
AFA
935
Alpha Financial Advisors
North Carolina
$744K -$32.8K -177 -4%
SIM
936
SSI Investment Management
California
$744K – – –
FFWA
937
Forthright Family Wealth Advisory
Texas
$744K – – –
MAM
938
MWA Asset Management
Massachusetts
$743K +$6.29K +34 +0.9%
BAM
939
Bosun Asset Management
Illinois
$741K – – –
CCA
940
Cypress Capital Advisors
Tennessee
$737K +$737K +3,979 New
PWMAG
941
Pinnacle Wealth Management Advisory Group
New Jersey
$736K – – –
PAS
942
PKS Advisory Services
New York
$735K +$735K +3,971 New
DPW
943
DiNuzzo Private Wealth
Pennsylvania
$733K – – –
CIAS
944
Capital Investment Advisory Services
North Carolina
$733K -$11.1K -60 -1%
TPI
945
Trust Point Inc
Wisconsin
$731K -$178K -963 -20%
CA
946
Continuum Advisory
Idaho
$729K – – –
OAM
947
Occidental Asset Management
California
$729K – – –
MFF
948
Michels Family Financial
Texas
$728K +$728K +3,934 New
DWM
949
Darwin Wealth Management
Florida
$728K -$102K -550 -12%
TAM
950
Titleist Asset Management
Texas
$727K +$108K +583 +17%
36 37
38
39 40