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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Diamond Hill Capital Management
101
Diamond Hill Capital Management
Ohio
$36.7M 222,090 +210,351 +1,792%
NFG
102
Nadler Financial Group
Illinois
$36.2M 218,791 -4,658 -2%
FHA
103
First Horizon Advisors
Tennessee
$36M 218,017 -5,283 -2%
Nuveen Asset Management
104
Nuveen Asset Management
Illinois
$35.4M 214,399 -4,547 -2%
RZH
105
Relyea Zuckerberg Hanson
Connecticut
$35.3M 213,651 -6,979 -3%
CFM
106
Comprehensive Financial Management
California
$34.7M 210,233 – –
William Blair & Company
107
William Blair & Company
Illinois
$34M 205,962 -3,163 -2%
SQA
108
Simon Quick Advisors
New Jersey
$33.3M 201,323 -17,342 -8%
PWM
109
Paulson Wealth Management
Illinois
$33.2M 200,830 +3,868 +2%
RFC
110
Regions Financial Corp
Alabama
$32.8M 198,629 -5,934 -3%
MWM
111
Mission Wealth Management
California
$32.2M 195,125 +58,181 +42%
MFIM
112
Mesirow Financial Investment Management
Illinois
$32M 199,543 +199,543 New
TC
113
Telemus Capital
Michigan
$31.9M 192,985 +12,025 +7%
GAB
114
German American Bancorp
Indiana
$31.7M 192,094 +1,854 +1%
CI
115
Cambiar Investors
Colorado
$30.9M 186,941 +145,830 +355%
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.9M 186,732 +94,140 +102%
CWM
117
Congress Wealth Management
Massachusetts
$30.3M 183,495 +5,894 +3%
CFO
118
Callan Family Office
Pennsylvania
$30.3M 183,171 +34,928 +24%
Cerity Partners
119
Cerity Partners
New York
$29.9M 805,931 +694,404 +623%
KAS
120
Kestra Advisory Services
Texas
$28.9M 174,746 +3,471 +2%
GL
121
Graypoint LLC
New York
$28.2M 170,711 +26,891 +19%
PFP
122
Pinnacle Financial Partners
Tennessee
$28.2M 170,603 +8,365 +5%
JE
123
JMAC Enterprises
Pennsylvania
$28.2M 170,452 +9,675 +6%
LFWA
124
LBJ Family Wealth Advisors
Texas
$28.1M 169,908 -1,628 -0.9%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$27.5M 166,685 -506 -0.3%
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5
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