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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 %
TF
1026
Tudor Financial
Ohio
$592K +$13K +70 +2%
CSWM
1027
Cassady Schiller Wealth Management
Ohio
$589K – – –
TFS
1028
Thoroughbred Financial Services
Tennessee
$589K +$362K +1,957 +159%
LWL
1029
Leo Wealth LLC
Texas
$587K +$3.15K +17 +0.5%
WEG
1030
World Equity Group
Illinois
$586K +$293K +1,582 +100%
CAG
1031
Crestwood Advisors Group
Massachusetts
$585K +$124K +671 +27%
BWA
1032
Bordeaux Wealth Advisors
California
$582K – – –
DC
1033
Davenport & Co
Virginia
$581K +$2.41K +13 +0.4%
TA
1034
TrueWealth Advisors
Alabama
$580K -$3.33K -18 -0.6%
RSWA
1035
Robinson Smith Wealth Advisors
Maine
$579K +$167K +900 +40%
FDDB
1036
Fidelity D&D Bancorp
Pennsylvania
$576K – – –
FCFC
1037
First Commonwealth Financial Corp
Pennsylvania
$576K -$33.5K -181 -5%
CCG
1038
Catalina Capital Group
California
$576K -$36.5K -197 -6%
GWS
1039
Glassman Wealth Services
Virginia
$576K – – –
EA
1040
Everpar Advisors
Oklahoma
$569K +$569K +3,071 New
AWP
1041
Axis Wealth Partners
Rhode Island
$567K +$567K +3,065 New
AC
1042
Allstate Corporation
Illinois
$565K +$565K +3,050 New
WFAG
1043
Wescott Financial Advisory Group
Pennsylvania
$565K +$926 +5 +0.2%
SA
1044
Skyline Advisors
Washington
$564K +$1.3K +7 +0.2%
MCC
1045
Money Concepts Capital
Florida
$564K +$15.2K +82 +3%
KHCM
1046
Kirtland Hills Capital Management
Ohio
$563K – – –
Simplex Trading
1047
Simplex Trading
Illinois
$562K +$562K +3,040 New
QPWM
1048
Quadrant Private Wealth Management
Pennsylvania
$562K – – –
NRC
1049
New Republic Capital
North Carolina
$562K -$1.56M -8,425 -74%
MWM
1050
Modern Wealth Management
Kansas
$560K +$1.11K +6 +0.2%
40 41
42
43 44