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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 %
CFB
76
Cullen/Frost Bankers
Texas
$55.1M +$5.75M +34,811 +12%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$54.9M +$54.9M +332,454 New
ZIM
78
Zacks Investment Management
Illinois
$54.9M +$46.2M +279,416 +532%
PAG
79
Private Advisor Group
New Jersey
$54.8M -$1.6M -9,661 -3%
EWA
80
EP Wealth Advisors
California
$53.4M +$39.7M +240,261 +291%
LCOV
81
London Company of Virginia
Virginia
$51.5M +$45.9M +277,657 +810%
Brown Advisory
82
Brown Advisory
Maryland
$50.4M +$5.14M +31,077 +11%
FBFS
83
First Business Financial Services
Wisconsin
$47.3M +$665K +4,022 +1%
EB
84
Eastern Bank
Massachusetts
$46.9M +$405K +2,453 +0.9%
GW
85
GW & Wade
Massachusetts
$46.4M -$1.33M -8,040 -3%
CA
86
Cetera Advisors
Colorado
$45.5M -$4.06M -24,598 -8%
OAM
87
Oppenheimer Asset Management
New York
$43.4M +$33.6M +203,573 +344%
American Century Companies
88
American Century Companies
Missouri
$42.4M -$60.6M -366,766 -59%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$42.3M -$5.19M -31,403 -11%
WRTC
90
Wind River Trust Company
Wyoming
$41.9M – – –
MCM
91
MAI Capital Management
Ohio
$41.6M +$707K +4,278 +2%
EIC
92
Equity Investment Corp
Georgia
$41.5M +$20.2M +122,265 +95%
MGIA
93
Moneta Group Investment Advisors
Missouri
$41.1M +$973K +5,889 +2%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$41M +$9.27M +56,102 +29%
FAM
95
Flaharty Asset Management
Florida
$40.3M -$142K -859 -0.4%
SPIA
96
Steward Partners Investment Advisory
New York
$40M +$1.8M +10,866 +5%
FWM
97
FSA Wealth Management
Massachusetts
$40M +$260K +1,575 +0.7%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$39.6M +$2.44M +14,795 +7%
BIM
99
Bridges Investment Management
Nebraska
$38.8M -$4.48M -27,084 -10%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$38M +$8.36M +50,607 +28%
2 3
4
5 6