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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
22.8%
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
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 %
Capital International Investors
551
Capital International Investors
California
$2.34M +$1.64M +8,887 +236%
FDCP
552
Foster Dykema Cabot & Partners
Massachusetts
$2.34M -$455K -2,456 -16%
BWM
553
BigSur Wealth Management
Florida
$2.33M – – –
AIP
554
Almanack Investment Partners
Pennsylvania
$2.3M +$1.85K +10 +0.1%
OPCM
555
Osborne Partners Capital Management
California
$2.3M -$15K -81 -0.6%
AB
556
Atlas Brown
Kentucky
$2.28M +$1.67K +9 +0.1%
ZB
557
Zions Bancorporation
Utah
$2.28M -$94.6K -511 -4%
EWM
558
Evercore Wealth Management
New York
$2.27M -$57K -308 -2%
FTWA
559
Fifth Third Wealth Advisors
Ohio
$2.26M +$1.21M +6,533 +115%
DFG
560
Dynamic Financial Group
Iowa
$2.25M +$2.25M +12,161 New
AFG
561
Allegheny Financial Group
Pennsylvania
$2.25M +$189K +1,022 +9%
BFG
562
Baron Financial Group
New Jersey
$2.24M -$49.1K -265 -2%
VT
563
Vise Technologies
New York
$2.22M +$1.84M +9,930 +479%
MWP
564
MYCIO Wealth Partners
Pennsylvania
$2.22M -$18.7K -101 -0.8%
QCM
565
Quantinno Capital Management
New York
$2.21M -$118K -640 -5%
IFPG
566
Intrepid Financial Planning Group
Indiana
$2.2M -$64.1K -346 -3%
DWM
567
Dakota Wealth Management
Florida
$2.2M +$1.4M +7,559 +175%
Lord, Abbett & Co
568
Lord, Abbett & Co
New Jersey
$2.2M +$2.2M +11,868 New
NB
569
Nicolet Bankshares
Wisconsin
$2.18M – – –
TC
570
TownSquare Capital
Utah
$2.16M +$1.26M +6,817 +140%
CGL
571
Clarius Group LLC
Washington
$2.15M – – –
NFC
572
Northeast Financial Consultants
Connecticut
$2.14M -$89.8K -485 -4%
CNBT
573
Canandaigua National Bank & Trust
New York
$2.12M -$4.81K -26 -0.2%
PGFC
574
Peapack-Gladstone Financial Corp
New Jersey
$2.12M +$925 +5 +0%
CFO
575
Custos Family Office
Texas
$2.11M -$218K -1,178 -9%
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