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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,713 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, 476 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+149
Holders Change %
+9.53%
% 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
1.27%
New
249
Increased
606
Reduced
476
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.1B
2
Bank of America
2
Bank of America
North Carolina
$10B
3
Wells Fargo
3
Wells Fargo
California
$1.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.46B
5
Prudential Financial
5
Prudential Financial
New Jersey
$549M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$738M
2
IAIM
2
International Assets Investment Management
Florida
$1.97M
3
BlackRock
3
BlackRock
New York
$380M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$228M
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$32.2M +$24.4M +131,563 +309%
LFWA
127
LBJ Family Wealth Advisors
Texas
$31.2M -$227K -1,227 -0.7%
HWM
128
HB Wealth Management
Georgia
$30.6M +$252K +1,360 +0.8%
CCM
129
Cullen Capital Management
New York
$30.2M +$30.2M +163,124 New
TPWA
130
TRUE Private Wealth Advisors
Oregon
$29.8M -$534K -2,882 -2%
CP
131
Covenant Partners
Tennessee
$28.5M +$1.35M +7,281 +5%
KeyBank National Association
132
KeyBank National Association
Ohio
$27.8M +$24.6K +133 +0.1%
AAS
133
Avantax Advisory Services
Texas
$27.7M +$14M +75,773 +102%
CA
134
Clearstead Advisors
Ohio
$27.5M -$14M -75,653 -34%
TPCW
135
TD Private Client Wealth
New York
$27.4M +$7.16M +38,686 +35%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$26.6M +$460K +2,484 +2%
Lido Advisors
137
Lido Advisors
California
$26.3M +$17M +91,602 +181%
CIAS
138
CFS Investment Advisory Services
New Jersey
$26.3M +$311K +1,681 +1%
Kayne Anderson Rudnick Investment Management
139
Kayne Anderson Rudnick Investment Management
California
$25.6M +$21.3M +114,958 +495%
PSP
140
Pacific Sage Partners
Washington
$25.5M +$716K +3,869 +3%
RWB
141
RMR Wealth Builders
New Jersey
$25.4M +$359K +1,940 +1%
SC
142
Savant Capital
Illinois
$25.3M -$367K -1,981 -1%
WA
143
Waverly Advisors
Alabama
$25.3M +$3.53M +19,092 +16%
NA
144
NewEdge Advisors
Louisiana
$25.1M +$4.88M +26,368 +24%
ANTB
145
AMG National Trust Bank
Colorado
$25M -$390K -2,114 -2%
Eagle Capital Management (New York)
146
Eagle Capital Management (New York)
New York
$24.8M +$24.8M +134,108 New
DAS
147
Dynamic Advisor Solutions
Arizona
$24.7M -$51.8K -280 -0.2%
CAL
148
Capital Advisors Ltd
Ohio
$24.2M +$55.4K +299 +0.2%
VOYA Investment Management
149
VOYA Investment Management
Georgia
$23.9M +$14.4M +77,631 +151%
WC
150
Waterloo Capital
Texas
$23.7M +$653K +3,527 +3%
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6
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