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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
1.26%
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 %
CPIG
251
Chicago Partners Investment Group
Illinois
$9.99M +$745 +4 +0%
GIM
252
Goelzer Investment Management
Indiana
$9.8M -$965K -5,212 -9%
NOI
253
Newton One Investments
Delaware
$9.58M -$161K -870 -2%
IWC
254
Integrated Wealth Concepts
Massachusetts
$9.53M +$1.5M +8,124 +19%
JIC
255
Johnson Investment Counsel
Ohio
$9.43M +$57.9K +313 +0.6%
Bessemer Group
256
Bessemer Group
New Jersey
$9.22M +$129K +695 +1%
MBT
257
Montecito Bank & Trust
California
$9.15M -$49.2K -266 -0.5%
NL
258
NWAM LLC
Washington
$9.07M +$265K +1,430 +3%
BTI
259
Blue Trust Inc
Georgia
$9.04M -$172K -928 -2%
Renaissance Technologies
260
Renaissance Technologies
New York
$8.85M +$7.41M +40,000 +513%
FCP
261
Fidelis Capital Partners
Florida
$8.82M -$121K -625 -1%
NGA
262
Naples Global Advisors
Florida
$8.76M +$325K +1,755 +4%
TWM
263
Tradition Wealth Management
Minnesota
$8.73M +$370 +2 +0%
KWM
264
Kingsview Wealth Management
Oregon
$8.67M +$5.79M +31,288 +201%
HW
265
Hancock Whitney
Mississippi
$8.67M +$471K +2,545 +6%
AQR Capital Management
266
AQR Capital Management
Connecticut
$8.65M +$8.65M +46,697 New
DT
267
Diversified Trust
Tennessee
$8.63M -$325K -1,756 -4%
JWA
268
JFS Wealth Advisors
Pennsylvania
$8.54M -$355K -1,919 -4%
SWM
269
Segment Wealth Management
Texas
$8.52M -$24.1K -130 -0.3%
JFG
270
Jefferies Financial Group
New York
$8.43M +$875K +4,727 +12%
VFA
271
Valeo Financial Advisors
Indiana
$8.28M -$57.8K -312 -0.7%
EP
272
Essential Planning
New Hampshire
$8.28M +$8.28M +43,163 New
CFG
273
Clayton Financial Group
Missouri
$8.27M -$555 -3 -0%
GLA
274
Great Lakes Advisors
Illinois
$8.12M +$6.3M +34,043 +347%
SC
275
Sierra Capital
Florida
$8.09M +$3.7K +20 +0%
9 10
11
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