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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 %
AFC
976
AFT Forsyth & Company
Florida
$673K -$6.11K -33 -0.9%
ACGA
977
Atlanta Consulting Group Advisors
Georgia
$671K +$3.52K +19 +0.5%
ACS
978
Archford Capital Strategies
Illinois
$669K +$555 +3 +0.1%
HA
979
Hanover Advisors
South Carolina
$667K – – –
RIA
980
Regal Investment Advisors
Michigan
$665K +$137K +740 +26%
BA
981
Ballew Advisors
Mississippi
$665K +$185 +1 +0%
ACP
982
Aveo Capital Partners
Colorado
$664K +$18.1K +98 +3%
RFP
983
Root Financial Partners
California
$659K -$37.2K -201 -5%
IBOK
984
Independence Bank of Kentucky
Kentucky
$657K – – –
FGG
985
Financial Guidance Group
Florida
$656K – – –
P
986
Pitcairn
Pennsylvania
$655K +$655K +3,539 New
BCM
987
Bourgeon Capital Management
Connecticut
$653K – – –
WW
988
Waterfront Wealth
Kansas
$653K +$1.11K +6 +0.2%
AIC
989
Archer Investment Corporation
Indiana
$652K – – –
RVM
990
Robinson Value Management
Texas
$652K -$73.5K -397 -10%
BF
991
Baring Financial
Washington
$652K +$652K +3,522 New
HS
992
Horan Securities
United States
$652K -$2.59K -14 -0.4%
RIG
993
RiverFront Investment Group
Virginia
$651K +$651K +3,518 New
AO
994
Advisor OS
Illinois
$651K -$27.8K -150 -4%
WF
995
Warner Financial
Maryland
$649K +$3.33K +18 +0.5%
MIAS
996
Mason Investment Advisory Services
Virginia
$642K +$3.15K +17 +0.5%
AA
997
Auxano Advisors
Washington
$637K – – –
CST
998
Charles Schwab Trust
Nevada
$635K +$25.5K +138 +4%
CAMG
999
CWA Asset Management Group
Florida
$634K -$7.59K -41 -1%
Invesco
1000
Invesco
Georgia
$634K +$634K +3,424 New
38 39
40
41 42