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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.87%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.5B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$199M
3
Comerica Bank
3
Comerica Bank
Texas
$148M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$101M
5
CWM
5
Circle Wealth Management
New Jersey
$94.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.27B
2
American Century Companies
2
American Century Companies
Missouri
$94.6M
3
Wells Fargo
3
Wells Fargo
California
$653M
4
RRAM
4
River Road Asset Management
Kentucky
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$93.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$198M 1,303,022 +79,010 +6%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$190M 1,250,816 -183,473 -13%
APF
28
Alaska Permanent Fund
Alaska
$168M 1,106,102 +435,925 +65%
Citigroup
29
Citigroup
New York
$163M 1,073,894 -3,426 -0.3%
HighTower Advisors
30
HighTower Advisors
Illinois
$158M 1,040,074 +110,032 +12%
US Bancorp
31
US Bancorp
Minnesota
$153M 1,005,792 +15,068 +2%
Ameriprise
32
Ameriprise
Minnesota
$150M 987,895 +120,189 +14%
Comerica Bank
33
Comerica Bank
Texas
$148M 972,421 +972,421 New
WPW
34
Waldron Private Wealth
Pennsylvania
$140M 917,368 -18,752 -2%
HMH
35
Hackensack Meridian Health
New Jersey
$135M 887,000 +165,000 +23%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$132M 871,958 -351,289 -29%
Osaic Holdings
37
Osaic Holdings
Arizona
$131M 865,249 +111,054 +15%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$122M 805,504 -1,276 -0.2%
CB
39
Commerce Bank
Missouri
$121M 799,745 -10,516 -1%
AIA
40
Alera Investment Advisors
Illinois
$120M 792,802 +450,352 +132%
SP
41
Stairway Partners
Illinois
$119M 783,490 -109,889 -12%
Corient Private Wealth
42
Corient Private Wealth
Florida
$112M 803,500 +348,441 +77%
OC
43
Oakworth Capital
Alabama
$109M 719,641 -34,227 -5%
SI
44
Stephens Inc
Arkansas
$106M 697,735 -20,052 -3%
UMC
45
UNC Management Company
North Carolina
$104M 684,805 – –
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$101M 667,297 +629,867 +1,683%
American Century Companies
47
American Century Companies
Missouri
$94.6M 623,371 -802,455 -56%
CWM
48
Circle Wealth Management
New Jersey
$94.2M 620,620 +620,620 New
Prudential Financial
49
Prudential Financial
New Jersey
$93.5M 615,990 -393,608 -39%
1SB
50
1ST Source Bank
Indiana
$88M 579,597 -13,284 -2%
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