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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 %
QC
176
Quadrature Capital
United Kingdom
$18.3M +$18.3M +98,607 New
AWS
177
Atria Wealth Solutions
New York
$18.2M +$440K +2,377 +2%
UCFA
178
United Capital Financial Advisors
Texas
$18.2M +$514K +2,778 +3%
AFCM
179
Applied Finance Capital Management
Puerto Rico
$18M +$16M +86,571 +823%
BCM
180
BTC Capital Management
Iowa
$17.9M +$2.28M +12,321 +15%
CWM
181
Congress Wealth Management
Massachusetts
$17.1M +$1.22M +6,597 +8%
CWA
182
CM Wealth Advisors
Ohio
$17M – – –
P
183
&Partners
Tennessee
$17M +$10.1M +54,281 +148%
GIA
184
GHP Investment Advisors
Colorado
$16.9M -$57.2K -309 -0.3%
KPWS
185
Kestra Private Wealth Services
Texas
$16.8M +$3.88M +20,971 +30%
NW
186
NewEdge Wealth
Pennsylvania
$16.2M +$11.5M +61,931 +242%
IFO
187
Independent Family Office
New York
$15.8M +$602K +3,250 +4%
NFW
188
Noble Family Wealth
Florida
$15.6M -$50.4K -273 -0.3%
PAS
189
Park Avenue Securities
New York
$15.6M +$13.6M +73,529 +702%
HCC
190
Hirtle Callaghan & Co
Pennsylvania
$15.4M -$64.8K -350 -0.4%
RFA
191
RTD Financial Advisors
Pennsylvania
$15.4M +$67.9K +367 +0.4%
WHG
192
Westwood Holdings Group
Texas
$15.2M +$3.41M +18,444 +29%
LC
193
Lindbrook Capital
California
$15.1M -$334K -1,802 -2%
KP
194
Keel Point
Alabama
$15M +$222K +1,200 +1%
SG Americas Securities
195
SG Americas Securities
New York
$15M -$12.8M -69,089 -46%
JG
196
Jain Global
New York
$15M +$15M +80,834 New
NA
197
Nestegg Advisors
New York
$14.9M +$14.9M +76,861 New
IIC
198
Integrated Investment Consultants
Michigan
$14.9M -$449K -2,582 -3%
BFG
199
Bleakley Financial Group
New Jersey
$14.9M +$107K +576 +0.7%
FA
200
FDx Advisors
Illinois
$14.8M -$1.16M -6,264 -7%
6 7
8
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