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

Top Sellers

1
SF
Synovus Financial
Georgia
$460M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.76B
3
American Century Companies
American Century Companies
Missouri
$42.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$80.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
PFW Advisors
Georgia
$21.1M +$487K +2,949 +2%
FB
152
Fulton Bank
Pennsylvania
$21.1M -$209K -1,267 -1%
CCM
153
Cullen Capital Management
New York
$21M +$21M +127,295 New
AC
154
AWM Capital
Arizona
$20.6M -$193K -1,166 -0.9%
CG
155
Corundum Group
Colorado
$20.1M – – –
PSP
156
Pacific Sage Partners
Washington
$20.1M +$129K +780 +0.6%
FCI
157
Financial Counselors Inc
Kansas
$19.8M +$901K +5,451 +5%
WCAMG
158
Woodard & Company Asset Management Group
North Carolina
$19.7M +$404K +2,442 +2%
Aristotle Capital Management
159
Aristotle Capital Management
California
$19.5M +$13.6M +82,314 +230%
WSTAM
160
Wilbanks Smith & Thomas Asset Management
Virginia
$18.8M +$23.3K +141 +0.1%
AWS
161
Atria Wealth Solutions
New York
$18.8M -$819K -4,956 -4%
NYLIM
162
New York Life Investment Management
New York
$18.6M -$8.21M -49,708 -31%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$17.8M -$373K -2,256 -2%
SS
164
Simplicity Solutions
Minnesota
$17.8M +$4.95M +29,949 +39%
VIA
165
Vantagepoint Investment Advisers
District of Columbia
$17.6M – – –
BFG
166
Bleakley Financial Group
New Jersey
$17.4M +$4.95M +29,949 +40%
SAM
167
Silvercrest Asset Management
New York
$17.2M +$6.62M +40,082 +63%
UCFA
168
United Capital Financial Advisors
Texas
$17M -$4.82M -29,147 -22%
LNC
169
Lincoln National Corp
Pennsylvania
$16.8M +$606K +3,670 +4%
BWCS
170
Beirne Wealth Consulting Services
Connecticut
$16.8M +$10.7M +64,713 +176%
FA
171
FDx Advisors
Illinois
$16.5M -$1.53M -9,267 -9%
GS
172
GTS Securities
New York
$16.4M -$5.05M -30,542 -24%
TA
173
TruWealth Advisors
Louisiana
$16.4M +$453K +2,743 +3%
Macquarie Group
174
Macquarie Group
Australia
$16.2M +$7.57M +45,821 +87%
LC
175
Lindbrook Capital
California
$16.1M -$1.02M -6,195 -6%
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