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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 %
GGS
1126
Galvin Gaustad & Stein
Arizona
$454K – – –
ACI
1127
Alpha Cubed Investments
California
$452K -$741 -4 -0.2%
OWM
1128
Orgel Wealth Management
Wisconsin
$452K +$3.7K +20 +0.8%
LPAM
1129
Lodestar Private Asset Management
California
$451K +$44.4K +240 +11%
QPW
1130
Quantum Private Wealth
Florida
$451K – – –
RDWM
1131
Red Door Wealth Management
Tennessee
$450K – – –
PCM
1132
Parsons Capital Management
Rhode Island
$449K – – –
FNBT
1133
FineMark National Bank & Trust
Florida
$449K +$7.04K +38 +2%
AP
1134
Americana Partners
Texas
$447K +$447K +2,413 New
GCM
1135
Gallacher Capital Management
Colorado
$447K – – –
LI
1136
LRI Investments
Florida
$445K -$970K -5,242 -69%
BCG
1137
Bravias Capital Group
New Jersey
$443K +$443K +2,291 New
SIA
1138
Soltis Investment Advisors
Utah
$441K +$12.8K +69 +3%
PWM
1139
PBMares Wealth Management
Virginia
$440K +$10.2K +55 +2%
CFP
1140
Curran Financial Partners
South Carolina
$440K +$30K +162 +7%
SC
1141
Schoolcraft Capital
Colorado
$437K – – –
PWW
1142
Pettyjohn Wood & White
Virginia
$437K – – –
LSPW
1143
Lake Street Private Wealth
Illinois
$437K -$41.7K -225 -9%
BCWM
1144
Bartlett & Co Wealth Management
Ohio
$436K +$9.26K +50 +2%
RWMH
1145
Riverpoint Wealth Management Holdings
Illinois
$436K – – –
TI
1146
Truepoint Inc
Ohio
$434K -$51.8K -280 -11%
ICP
1147
Impact Capital Partners
Colorado
$434K +$434K +2,346 New
PCH
1148
PGIM Custom Harvest
New Jersey
$433K -$6.67K -36 -2%
SIC
1149
Salem Investment Counselors
North Carolina
$432K – – –
FC
1150
Forte Capital
New York
$432K -$57.4K -310 -12%
44 45
46
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