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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 %
GPW
1226
Gray Private Wealth
Massachusetts
$365K – – –
HPIA
1227
Hamilton Point Investment Advisors
North Carolina
$364K – – –
RT
1228
Rockland Trust
Massachusetts
$359K – – –
CCP
1229
Cassia Capital Partners
North Carolina
$358K +$150K +811 +72%
HIS
1230
Horizon Investment Services
Indiana
$357K -$3.7K -20 -1%
NC
1231
NovaPoint Capital
Georgia
$357K +$19.6K +106 +6%
FLP
1232
Financial Life Planners
Arizona
$356K +$356K +1,922 New
SF
1233
Safeguard Financial
Wisconsin
$356K – – –
BI
1234
Berkeley Inc
Idaho
$356K -$374K -2,021 -51%
MP
1235
McDonald Partners
Ohio
$355K – – –
HIF
1236
Hill Island Financial
Michigan
$354K -$9.26K -50 -3%
CPA
1237
Cathy Pareto & Associates
Florida
$354K +$354K +1,913 New
AWA
1238
Arbor Wealth Advisors
Michigan
$354K – – –
BCMLT
1239
Beacon Capital Management LLC (Tennessee)
Tennessee
$352K -$4.26K -23 -1%
IWM
1240
Integris Wealth Management
California
$352K – – –
FPCG
1241
Forum Private Client Group
Indiana
$351K +$9.44K +51 +3%
PCM
1242
Poehling Capital Management
Wisconsin
$350K – – –
GSEP
1243
Golden State Equity Partners
California
$349K +$288K +1,555 +473%
IA
1244
IFG Advisors
Missouri
$348K -$555 -3 -0.2%
CFGS
1245
Concourse Financial Group Securities
Alabama
$348K -$5.78K -30 -2%
WCP
1246
Wealthcare Capital Partners
Pennsylvania
$347K +$347K +1,876 New
RPSA
1247
Richard P. Slaughter Associates
Texas
$347K – – –
WT
1248
Washington Trust
Rhode Island
$347K – – –
SWP
1249
ShoreHaven Wealth Partners
New Jersey
$346K – – –
PAI
1250
Pittenger & Anderson Inc
Nebraska
$346K – – –
48 49
50
51 52