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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 %
GSWM
1001
Greenup Street Wealth Management
Michigan
$634K -$6.67K -36 -1%
CPIA
1002
Cornell Pochily Investment Advisors
New York
$632K – – –
HBW
1003
Hazlett, Burt & Watson
West Virginia
$629K -$29.3K -159 -4%
BIP
1004
Blueprint Investment Partners
North Carolina
$628K +$50.4K +272 +9%
LIM
1005
Leavell Investment Management
Alabama
$626K +$555 +3 +0.1%
RSWM
1006
Robertson Stephens Wealth Management
California
$626K +$395K +2,131 +171%
MSAM
1007
Moloney Securities Asset Management
Missouri
$626K -$58.5K -316 -9%
RIM
1008
Rockbridge Investment Management
New York
$624K +$185 +1 +0%
TYCC
1009
Texas Yale Capital Corp
Florida
$624K +$24.1K +130 +4%
MIM
1010
Miller Investment Management
Pennsylvania
$624K – – –
BTD
1011
BankPlus Trust Department
Mississippi
$623K +$623K +3,363 New
VA
1012
Vident Advisory
Georgia
$620K +$620K +3,350 New
VVP
1013
Vulcan Value Partners
Alabama
$618K +$618K +3,336 New
BFPW
1014
BOK Financial Private Wealth
Colorado
$616K – – –
SOS
1015
Silver Oak Securities
Tennessee
$614K -$38K -206 -6%
LCM
1016
Lunt Capital Management
Utah
$614K -$38.1K -206 -6%
EA
1017
Evergreen Advisors
Tennessee
$613K -$217K -1,171 -26%
SPC
1018
Sigma Planning Corp
Michigan
$612K +$1.11K +6 +0.2%
BWM
1019
BKM Wealth Management
Wisconsin
$611K +$50.4K +272 +9%
MWM
1020
Melfa Wealth Management
Massachusetts
$606K -$10.2K -55 -2%
WI
1021
WrapManager Inc
California
$602K -$40.5K -219 -6%
TA
1022
TFB Advisors
Kansas
$601K -$370 -2 -0.1%
AUB
1023
Atlantic Union Bankshares
Virginia
$598K -$249K -1,347 -29%
GG
1024
Greenwood Gearhart
Arkansas
$595K – – –
EW
1025
Evoke Wealth
California
$593K +$168K +910 +40%
39 40
41
42 43