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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GI
26
GLOBALT Investments
Georgia
$339M 1,830,593 -52,771 -3%
Ameriprise
27
Ameriprise
Minnesota
$281M 1,519,052 +518,274 +52%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$251M 1,356 -108 -7%
SP
29
Stairway Partners
Illinois
$229M 1,235,849 +42,875 +4%
AllianceBernstein
30
AllianceBernstein
Tennessee
$228M 1,231,290 -512,713 -29%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$228M 1,231,116 +127,497 +12%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$225M 1,214,994 -14,106 -1%
JHU
33
Johns Hopkins University
Maryland
$205M 1,105,404 – –
Comerica Bank
34
Comerica Bank
Texas
$201M 1,086,718 +72,201 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$197M 1,065,883 +80,225 +8%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$192M 1,035,112 +576,466 +126%
Citigroup
37
Citigroup
New York
$190M 1,027,987 -53,241 -5%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$188M 1,016,460 +746 +0.1%
Franklin Resources
39
Franklin Resources
California
$173M 936,279 +508,506 +119%
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$160M 861,760 +36,616 +4%
US Bancorp
41
US Bancorp
Minnesota
$159M 858,624 -13,178 -2%
WPW
42
Waldron Private Wealth
Pennsylvania
$158M 850,844 -5,704 -0.7%
OC
43
Oakworth Capital
Alabama
$141M 764,174 +17,641 +2%
CB
44
Commerce Bank
Missouri
$139M 750,734 -12,660 -2%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$135M 728,800 +59,996 +9%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$129M 697,373 -82,833 -11%
SI
47
Stephens Inc
Arkansas
$128M 692,124 +31,152 +5%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$124M 671,674 +9,604 +1%
1SB
49
1ST Source Bank
Indiana
$122M 660,089 -5,673 -0.9%
CWM
50
Circle Wealth Management
New Jersey
$112M 607,633 +275 +0%
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