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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 %
CFB
76
Cullen/Frost Bankers
Texas
$65.5M 353,989 +7,836 +2%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$62.4M 337,280 -18,797 -5%
OAM
78
Oppenheimer Asset Management
New York
$61.7M 333,272 +273,905 +461%
SG
79
StoneX Group
New York
$60.6M 327,433 +327,433 New
BPWM
80
Badgley Phelps Wealth Managers
Washington
$60.4M 326,046 +102,381 +46%
MCM
81
MAI Capital Management
Ohio
$59.3M 320,421 +12,459 +4%
EWA
82
EP Wealth Advisors
California
$59M 318,876 -4,460 -1%
MGIA
83
Moneta Group Investment Advisors
Missouri
$58.4M 315,448 +2,633 +0.8%
PAG
84
Private Advisor Group
New Jersey
$58.3M 314,886 -10,967 -3%
Brown Advisory
85
Brown Advisory
Maryland
$58.3M 314,785 +22,779 +8%
AssetMark Inc
86
AssetMark Inc
California
$55.6M 300,113 -8,762 -3%
CAM
87
Cresset Asset Management
Illinois
$55.6M 300,081 -23,633 -7%
BPA
88
Beacon Pointe Advisors
California
$54.3M 293,411 +215,077 +275%
CI
89
Cambiar Investors
Colorado
$54.2M 292,754 +260,648 +812%
LCOV
90
London Company of Virginia
Virginia
$53.7M 290,119 +278,867 +2,478%
FBFS
91
First Business Financial Services
Wisconsin
$53.2M 287,455 +1,052 +0.4%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$52.7M 284,776 +105,736 +59%
Boston Partners
93
Boston Partners
Massachusetts
$49.3M 263,419 +113,888 +76%
PWM
94
Paulson Wealth Management
Illinois
$48.3M 260,846 +30,985 +13%
FWM
95
FSA Wealth Management
Massachusetts
$47M 253,893 -1,133 -0.4%
WRTC
96
Wind River Trust Company
Wyoming
$46.9M 253,335 – –
SPIA
97
Steward Partners Investment Advisory
New York
$46.6M 251,890 +3,491 +1%
ZIM
98
Zacks Investment Management
Illinois
$44.6M 240,880 +193,038 +403%
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$43.9M 236,914 -98,889 -29%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$43.7M 223,590 +5,343 +2%
2 3
4
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