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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,544 hedge funds and large institutions have $49.1B invested in iShares Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,544
Holders Change
+110
Holders Change %
+7.67%
% of All Funds
22.64%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
215
Increased
507
Reduced
506
Closed
78
Calls
$56.4M
Puts
$13.4M
Net Calls
+$43M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.32B
2
Bank of America
2
Bank of America
North Carolina
$9.2B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.64B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.18B
5
BlackRock
5
BlackRock
New York
$627M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$460M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.76B
3
American Century Companies
3
American Century Companies
Missouri
$42.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$80.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$223M +$122M +736,099 +119%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$216M +$439K +2,654 +0.2%
TIAA Trust, National Association
28
TIAA Trust, National Association
North Carolina
$212M -$5.04M -30,500 -2%
CAM
29
Cresset Asset Management
Illinois
$203M +$139M +843,389 +218%
Ameriprise
30
Ameriprise
Minnesota
$181M +$17.8M +107,624 +11%
Comerica Bank
31
Comerica Bank
Texas
$178M +$17.1M +103,568 +11%
Citigroup
32
Citigroup
New York
$173M -$4.54M -27,487 -3%
APF
33
Alaska Permanent Fund
Alaska
$172M -$11.1M -67,349 -6%
HighTower Advisors
34
HighTower Advisors
Illinois
$170M -$2.14M -12,964 -1%
US Bancorp
35
US Bancorp
Minnesota
$163M -$2.97M -17,992 -2%
WPW
36
Waldron Private Wealth
Pennsylvania
$150M -$1.11M -6,714 -0.7%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$141M +$7.79M +47,168 +6%
HMH
38
Hackensack Meridian Health
New Jersey
$136M -$10.1M -61,000 -7%
AIA
39
Alera Investment Advisors
Illinois
$135M +$3.71M +22,447 +3%
SP
40
Stairway Partners
Illinois
$133M +$3.09M +18,689 +2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$132M -$11.9M -71,807 -8%
CB
42
Commerce Bank
Missouri
$129M -$3.47M -20,996 -3%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$125M +$15.1M +91,567 +14%
OC
44
Oakworth Capital
Alabama
$121M +$2.45M +14,818 +2%
Osaic Holdings
45
Osaic Holdings
Arizona
$117M -$26.1M -158,082 -18%
UMC
46
UNC Management Company
North Carolina
$113M – – –
SI
47
Stephens Inc
Arkansas
$111M -$4.28M -25,874 -4%
JHU
48
Johns Hopkins University
Maryland
$103M +$90.8M +549,728 +749%
CWM
49
Circle Wealth Management
New Jersey
$103M – – –
1SB
50
1ST Source Bank
Indiana
$97.7M +$1.91M +11,563 +2%
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