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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$225M 1,425,826 -929,899 -39%
TF
27
TIAA FSB
Florida
$210M 1,331,095 -25,615 -2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$193M 1,224,012 +444,346 +57%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$193M 1,223,247 +114,090 +10%
Citigroup
30
Citigroup
New York
$170M 1,077,320 -38,588 -3%
Prudential Financial
31
Prudential Financial
New Jersey
$159M 1,009,598 -34,665 -3%
US Bancorp
32
US Bancorp
Minnesota
$156M 990,724 -15,619 -2%
WPW
33
Waldron Private Wealth
Pennsylvania
$148M 936,120 -24,961 -3%
HighTower Advisors
34
HighTower Advisors
Illinois
$147M 930,042 -37,478 -4%
SP
35
Stairway Partners
Illinois
$141M 893,379 +19,875 +2%
Ameriprise
36
Ameriprise
Minnesota
$137M 867,706 -87,645 -9%
CB
37
Commerce Bank
Missouri
$128M 810,261 +2,018 +0.2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$127M 806,780 -47,844 -6%
Osaic Holdings
39
Osaic Holdings
Arizona
$119M 754,195 -13,149 -2%
OC
40
Oakworth Capital
Alabama
$119M 753,868 -100,096 -12%
HMH
41
Hackensack Meridian Health
New Jersey
$114M 722,000 +722,000 New
SI
42
Stephens Inc
Arkansas
$113M 717,787 +14,257 +2%
UMC
43
UNC Management Company
North Carolina
$108M 684,805 -404,909 -37%
APF
44
Alaska Permanent Fund
Alaska
$106M 670,177 +670,177 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$98.8M 625,831 -64,204 -9%
Mariner
46
Mariner
Kansas
$96.6M 612,356 +52,773 +9%
1SB
47
1ST Source Bank
Indiana
$93.6M 592,881 +12,870 +2%
CAN
48
Cetera Advisor Networks
California
$85.2M 546,174 +90,804 +20%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$83.4M 528,383 -218,878 -29%
Creative Planning
50
Creative Planning
Kansas
$78.4M 496,624 -12,581 -2%
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