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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 %
Cerity Partners
101
Cerity Partners
New York
$42.6M 229,773 +33,735 +17%
FAM
102
Flaharty Asset Management
Florida
$41.5M 224,352 -5,310 -2%
WCAMG
103
Woodard & Company Asset Management Group
North Carolina
$41.2M 222,425 +106,355 +92%
RZH
104
Relyea Zuckerberg Hanson
Connecticut
$41.2M 222,296 +1,523 +0.7%
KAS
105
Kestra Advisory Services
Texas
$39.9M 215,298 +7,800 +4%
William Blair & Company
106
William Blair & Company
Illinois
$39.6M 214,045 -6,319 -3%
NFG
107
Nadler Financial Group
Illinois
$39.4M 213,075 -4,810 -2%
Citadel Advisors
108
Citadel Advisors
Florida
$39.4M 212,704 +162,650 +325%
CP
109
Coho Partners
Pennsylvania
$39.3M 212,271 +210,719 +13,577%
Aristotle Capital Management
110
Aristotle Capital Management
California
$39.1M 211,066 +181,478 +613%
CFM
111
Comprehensive Financial Management
California
$38.9M 210,233 – –
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$38.9M 209,921 +46,642 +29%
GL
113
Graypoint LLC
New York
$38.9M 209,904 +3,624 +2%
MFIM
114
Mesirow Financial Investment Management
Illinois
$38.6M 208,636 +42 +0%
JE
115
JMAC Enterprises
Pennsylvania
$37.7M 203,487 +6,490 +3%
FHA
116
First Horizon Advisors
Tennessee
$36.9M 199,496 +2,220 +1%
MDSL
117
M.D. Sass LLC
New York
$36.6M 197,774 +129,487 +190%
RFC
118
Regions Financial Corp
Alabama
$36.3M 195,958 -1,767 -0.9%
CI
119
CX Institutional
Indiana
$35.8M 193,626 +63,087 +48%
SQA
120
Simon Quick Advisors
New Jersey
$35.2M 190,064 -840 -0.4%
MWM
121
Mission Wealth Management
California
$34.4M 185,834 +5,082 +3%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$33.5M 180,940 -10,147 -5%
PFP
123
Pinnacle Financial Partners
Tennessee
$33M 178,372 +20,750 +13%
BWCS
124
Beirne Wealth Consulting Services
Connecticut
$32.6M 176,324 +931 +0.5%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$32.3M 173,510 +3,813 +2%
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