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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 %
RRWA
1326
Rainey & Randall Wealth Advisors
Florida
$292K +$370 +2 +0.1%
TC
1327
Trust Company
Kansas
$292K – – –
ODG
1328
O'Dell Group
Ohio
$292K +$55K +297 +23%
SWM
1329
Stockman Wealth Management
Montana
$292K – – –
MWM
1330
MorganRosel Wealth Management
Colorado
$292K – – –
NAS
1331
NWF Advisory Services
California
$291K +$291K +1,575 New
JPWM
1332
Jamison Private Wealth Management
Georgia
$291K – – –
KWA
1333
Kingswood Wealth Advisors
California
$291K -$206K -1,112 -41%
FWIA
1334
Fort Washington Investment Advisors
Ohio
$291K -$120K -650 -29%
BTWM
1335
Baker Tilly Wealth Management
Wisconsin
$290K +$290K +1,567 New
BFWM
1336
Bright Futures Wealth Management
New York
$289K +$5.79K +30 +2%
UWM
1337
USAdvisors Wealth Management
Minnesota
$289K +$2.77K +15 +1%
SPC
1338
Spirepoint Private Client
Florida
$289K -$24.8K -134 -8%
GD
1339
Grandfield & Dodd
New York
$288K – – –
SCM
1340
Stonehearth Capital Management
Massachusetts
$288K – – –
BHA
1341
Beech Hill Advisors
New York
$287K +$13.9K +75 +5%
KWMG
1342
King Wealth Management Group
Florida
$286K – – –
MA
1343
MJP Associates
Connecticut
$286K +$1.48K +8 +0.5%
MWM
1344
Merriman Wealth Management
Washington
$285K +$12.4K +67 +5%
CWM
1345
Campbell Wealth Management
Virginia
$281K +$281K +1,518 New
PWP
1346
Private Wealth Partners
California
$279K – – –
BCM
1347
Beaumont Capital Management
Massachusetts
$279K +$52.4K +283 +23%
LWMT
1348
Legacy Wealth Management (Tennessee)
Tennessee
$278K – – –
BHWM
1349
Beaird Harris Wealth Management
Texas
$278K +$185 +1 +0.1%
TIM
1350
Thompson Investment Management
Wisconsin
$278K +$278K +1,500 New
52 53
54
55 56