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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 %
AWM
1276
Altus Wealth Management
Kentucky
$326K – – –
RWM
1277
Riverbend Wealth Management
South Carolina
$325K +$325K +1,754 New
WMP
1278
Wealth Management Partners
Arizona
$324K -$6.85K -37 -2%
JJBC
1279
James J. Burns & Company
New York
$324K – – –
MSWA
1280
Marshall & Sterling Wealth Advisors
New York
$324K +$324K +1,748 New
FW
1281
Fairway Wealth
Ohio
$323K – – –
APW
1282
Acima Private Wealth
Virginia
$323K – – –
FCB
1283
First County Bank
Connecticut
$322K +$322K +1,737 New
PFT
1284
Providence First Trust
Arizona
$321K +$321K +1,734 New
HWP
1285
Highline Wealth Partners
California
$321K -$22.8K -123 -7%
MC
1286
Moors & Cabot
Massachusetts
$320K -$105K -569 -25%
FRA
1287
Frank Rimerman Advisors
California
$320K – – –
ERWM
1288
Elk River Wealth Management
Colorado
$320K -$88.1K -476 -22%
IP
1289
Ignite Planners
California
$319K -$6.71K -36 -2%
RMDI
1290
R.M. Davis Inc
Maine
$319K -$8.15K -44 -2%
LNWWM
1291
Laird Norton Wetherby Wealth Management
California
$319K +$70.5K +381 +28%
OHWP
1292
Oak Harbor Wealth Partners
North Carolina
$317K -$168K -910 -35%
SP
1293
Stablepoint Partners
Massachusetts
$316K +$25.5K +138 +9%
RG
1294
Rathbones Group
United Kingdom
$316K – – –
GFA
1295
Gallagher Fiduciary Advisors
Illinois
$315K +$315K +1,700 New
JFA
1296
JNBA Financial Advisors
Minnesota
$311K – – –
TWP
1297
Triad Wealth Partners
Kansas
$311K +$311K +1,681 New
FPB
1298
First PREMIER Bank
South Dakota
$311K – – –
EFL
1299
ERn Financial LLC
Wisconsin
$311K +$311K +1,679 New
MDCM
1300
Morgan Dempsey Capital Management
Wisconsin
$310K +$190K +1,028 +159%
50 51
52
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