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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 %
WP
1076
WealthPLAN Partners
Nebraska
$526K – – –
DJSG
1077
D.J. St. Germain
Massachusetts
$523K +$7.96K +43 +2%
MSFS
1078
Main Street Financial Solutions
Pennsylvania
$522K -$148K -800 -22%
PL
1079
Plancorp LLC
Missouri
$522K – – –
AT
1080
Arlington Trust
Alabama
$520K +$475K +2,568 +1,070%
OWP
1081
Obermeyer Wealth Partners
Colorado
$519K -$48.1K -260 -8%
SHGA
1082
Sand Hill Global Advisors
California
$517K – – –
JIP
1083
Jaffetilchin Investment Partners
Florida
$516K +$78.3K +423 +18%
MWAM
1084
Manhattan West Asset Management
California
$516K – – –
GWA
1085
Genesis Wealth Advisors
Massachusetts
$513K +$513K +2,769 New
MCP
1086
Mirador Capital Partners
California
$511K +$2.78K +15 +0.5%
TCM
1087
Towercrest Capital Management
Pennsylvania
$510K -$62.9K -340 -11%
ESB
1088
Essex Savings Bank
Connecticut
$509K +$20.9K +113 +4%
CFA
1089
Cahill Financial Advisors
Minnesota
$507K +$370 +2 +0.1%
AA
1090
Aire Advisors
California
$504K +$370 +2 +0.1%
4WM
1091
49 Wealth Management
Texas
$504K +$504K +2,721 New
NFA
1092
Northwest Financial Advisors
Virginia
$503K +$447K +2,417 +803%
GLA
1093
Good Life Advisors
Pennsylvania
$502K -$563K -3,039 -53%
HFS
1094
Heritage Financial Services
Massachusetts
$498K +$71.5K +386 +17%
AF
1095
Atala Financial
California
$496K +$496K +2,677 New
YIA
1096
YHB Investment Advisors
Connecticut
$495K +$37.6K +203 +8%
EW
1097
Elyxium Wealth
California
$493K – – –
PS
1098
Principal Securities
Iowa
$490K -$4.44K -24 -0.9%
KA
1099
Klingman & Associates
New York
$490K +$81.3K +439 +20%
BW
1100
BIP Wealth
Georgia
$489K +$220K +1,187 +82%
42 43
44
45 46