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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
22.82%
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
Raymond James Financial
2
Raymond James Financial
Florida
$973M
3
Bank of America
3
Bank of America
North Carolina
$10B
4
Wells Fargo
4
Wells Fargo
California
$1.16B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.46B

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 %
Bank of America
1
Bank of America
North Carolina
$10B 54,061,592 +4,699,792 +10%
Morgan Stanley
2
Morgan Stanley
New York
$7.1B 38,377,583 +6,497,518 +20%
Goldman Sachs
3
Goldman Sachs
New York
$2.83B 15,266,263 +39,812 +0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.72B 9,268,989 +354,694 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.71B 9,252,043 +671,710 +8%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.67B 9,013,079 -325,686 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.46B 7,877,198 +1,400,086 +22%
UBS Group
8
UBS Group
Switzerland
$1.32B 7,137,084 +264,966 +4%
Wells Fargo
9
Wells Fargo
California
$1.16B 6,284,015 +1,683,297 +37%
Raymond James Financial
10
Raymond James Financial
Florida
$973M 5,253,808 +5,253,808 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$852M 4,599,543 +160,160 +4%
Northern Trust
12
Northern Trust
Illinois
$790M 4,265,281 +346,946 +9%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$738M 3,985,097 -2,191,564 -35%
M&T Bank
14
M&T Bank
New York
$689M 3,720,837 +173,058 +5%
LPL Financial
15
LPL Financial
California
$689M 3,720,195 +426,218 +13%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$627M 3,386,955 +139,689 +4%
Prudential Financial
17
Prudential Financial
New Jersey
$549M 2,966,613 +1,025,357 +53%
SF
18
Synovus Financial
Georgia
$540M 2,914,288 +65,374 +2%
JRP
19
Jasper Ridge Partners
California
$508M 2,745,105 +27,529 +1%
Truist Financial
20
Truist Financial
North Carolina
$463M 2,501,354 +299,280 +14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$438M 2,365,558 +372,453 +19%
APF
22
Alaska Permanent Fund
Alaska
$436M 2,357,188 -106,364 -4%
Stifel Financial
23
Stifel Financial
Missouri
$395M 2,135,184 +187,759 +10%
BlackRock
24
BlackRock
New York
$380M 2,054,601 -547,255 -21%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$364M 1,966,562 -86,244 -4%
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