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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 %
EB
951
Emprise Bank
Kansas
$723K – – –
DCA
952
DSG Capital Advisors
Minnesota
$723K +$723K +3,906 New
LHC
953
Little House Capital
Massachusetts
$721K +$721K +3,897 New
BFA
954
Brendel Financial Advisors
New Hampshire
$720K -$5.92K -32 -0.8%
COCM
955
Charter Oak Capital Management
New Hampshire
$716K – – –
BFWA
956
Benchmark Financial Wealth Advisors
Florida
$715K -$2.04K -11 -0.3%
MFA
957
Mayflower Financial Advisors
Massachusetts
$710K -$22.4K -121 -3%
BA
958
Bristlecone Advisors
Washington
$708K -$17.2K -93 -2%
S
959
Sunpointe
Missouri
$704K – – –
SAM
960
Secure Asset Management
Michigan
$703K +$1.3K +7 +0.2%
WHCFA
961
William Howard & Co Financial Advisors
Tennessee
$700K +$3.7K +20 +0.5%
HC
962
Hamilton Capital
Ohio
$700K – – –
EIP
963
Epoch Investment Partners
New York
$699K +$699K +3,778 New
CD
964
Chapin Davis
Maryland
$698K – – –
SWM
965
SeaCrest Wealth Management
New York
$697K +$9.81K +53 +1%
RA
966
Rodgers & Associates
Pennsylvania
$697K +$1.48K +8 +0.2%
EFMC
967
Empire Financial Management Company
New York
$696K – – –
MAWA
968
Moss Adams Wealth Advisors
Washington
$686K – – –
RBC
969
Roble Belko & Company
Pennsylvania
$686K – – –
SP
970
Stonebrook Private
Michigan
$684K -$31.1K -168 -4%
LFS
971
Lutz Financial Services
Nebraska
$682K – – –
WP
972
Westmount Partners
California
$678K – – –
MCA
973
Magnolia Capital Advisors
Mississippi
$677K +$677K +3,655 New
RWM
974
Rialto Wealth Management
New York
$676K +$676K +3,651 New
EWA
975
Exencial Wealth Advisors
Oklahoma
$675K +$84.1K +454 +14%
37 38
39
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