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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 %
MA
201
Montag & Associates
Georgia
$14.6M +$1.92M +10,379 +15%
AI
202
Atria Investments
North Carolina
$14.6M +$13.1M +70,803 +890%
SAM
203
Silvercrest Asset Management
New York
$14.5M +$1.77M +9,560 +14%
SWA
204
Stratos Wealth Advisors
Ohio
$14.2M -$4.71M -25,442 -25%
OS
205
Objectivity Squared
South Carolina
$13.9M +$358K +1,952 +3%
CCB
206
Country Club Bank
Missouri
$13.2M -$640K -3,467 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
207
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13M -$9.26M -50,000 -42%
EIG
208
Ellenbecker Investment Group
Wisconsin
$12.9M +$7.22M +38,988 +127%
FCBT
209
First Citizens Bank & Trust
North Carolina
$12.9M -$1.41M -7,625 -10%
XF
210
XML Financial
Maryland
$12.9M +$48.1K +260 +0.4%
CM
211
Churchill Management
California
$12.6M -$591K -3,195 -4%
CWC
212
Carolinas Wealth Consulting
North Carolina
$12.6M -$1.08M -5,841 -8%
CA
213
Claro Advisors
Massachusetts
$12.5M -$353K -1,907 -3%
NCG
214
Newport Capital Group
New Jersey
$12.5M +$275K +1,483 +2%
UFA
215
US Financial Advisors
Massachusetts
$12.3M +$287K +1,550 +2%
Allspring Global Investments
216
Allspring Global Investments
North Carolina
$12.2M +$3.32M +17,969 +37%
GT
217
Glenmede Trust
Pennsylvania
$12.2M -$3.13M -16,910 -20%
C
218
Certuity
Florida
$12.2M +$4.54M +24,533 +60%
NYLIM
219
New York Life Investment Management
New York
$12M -$7.28M -39,344 -38%
SWRP
220
Summit Wealth & Retirement Planning
California
$11.9M -$46.3K -250 -0.4%
CCWA
221
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.9M -$784K -4,237 -6%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$153K -825 -1%
SCG
223
Sonata Capital Group
Washington
$11.9M +$59.8K +323 +0.5%
PWM
224
Proathlete Wealth Management
Florida
$11.8M +$1.54M +8,325 +15%
OC
225
Oppenheimer & Co
New York
$11.8M +$200K +1,082 +2%
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