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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 %
CNBOF
1176
City National Bank of Florida
Florida
$404K +$404K +2,184 New
CAM
1177
Cozad Asset Management
Illinois
$403K +$49.6K +268 +14%
PPW
1178
Pasadena Private Wealth
California
$403K – – –
TC
1179
Trilogy Capital
California
$403K +$403K +2,176 New
CA
1180
Centerpoint Advisors
Massachusetts
$402K -$122K -661 -23%
HBWM
1181
Hollow Brook Wealth Management
New York
$402K – – –
SFP
1182
Strategic Financial Partners
Oregon
$400K – – –
PWM
1183
Power Wealth Management
Georgia
$400K – – –
CWP
1184
Capital Wealth Planning
Florida
$398K +$398K +2,150 New
CIC
1185
Carnegie Investment Counsel
Ohio
$397K -$7.96K -43 -2%
GC
1186
Gibson Capital
Pennsylvania
$397K – – –
CWG
1187
Cornerstone Wealth Group
North Carolina
$397K -$3.89K -21 -1%
MFS
1188
McNamara Financial Services
Massachusetts
$397K -$51.8K -280 -12%
PJWM
1189
Philip James Wealth Mangement
Georgia
$395K +$2.04K +11 +0.5%
GKIM
1190
GW&K Investment Management
Massachusetts
$395K -$12.8K -69 -3%
DFG
1191
Delta Financial Group
New Jersey
$395K +$395K +2,133 New
TSWM
1192
Tyler-Stone Wealth Management
Ohio
$394K – – –
WAM
1193
Weatherly Asset Management
California
$394K – – –
OA
1194
Operose Advisors
Wisconsin
$393K -$1.11K -6 -0.3%
DCM
1195
DGS Capital Management
New Jersey
$393K +$8.52K +46 +2%
AIA
1196
AssuredPartners Investment Advisors
Florida
$393K +$393K +2,122 New
RP
1197
Rice Partnership
Hawaii
$392K – – –
SCA
1198
St. Clair Advisors
Ohio
$392K +$392K +2,117 New
OIM
1199
Oder Investment Management
California
$391K – – –
AA
1200
Advisory Alpha
Michigan
$388K +$388K +2,097 New
46 47
48
49 50