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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.59%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$597M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.73B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.32B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$169M
5
CA
5
Cetera Advisors
Colorado
$56.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.38B
2
Bank of America
2
Bank of America
North Carolina
$7.31B
3
JHU
3
Johns Hopkins University
Maryland
$11.2M
4
American Century Companies
4
American Century Companies
Missouri
$359M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$974M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.31B 47,999,532 -4,218,888 -8%
Morgan Stanley
2
Morgan Stanley
New York
$4.73B 31,059,700 +352,184 +1%
Goldman Sachs
3
Goldman Sachs
New York
$2.32B 15,253,029 +163,544 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.76B 11,529,273 -82,971 -0.7%
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.56B 10,224,324 -100,830 -1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.38B 9,088,950 -5,116,375 -36%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.3B 8,546,612 +51,630 +0.6%
UBS Group
8
UBS Group
Switzerland
$1.11B 7,262,748 +117,095 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$974M 6,394,293 -1,285,095 -17%
BlackRock
10
BlackRock
New York
$783M 5,140,743 -82,629 -2%
Wells Fargo
11
Wells Fargo
California
$781M 5,128,874 -523,063 -9%
SF
12
Synovus Financial
Georgia
$734M 4,823,268 -408,243 -8%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$597M 3,921,661 +428,435 +12%
Northern Trust
14
Northern Trust
Illinois
$577M 3,791,047 -117,223 -3%
RJA
15
Raymond James & Associates
Florida
$547M 3,592,924 -342,513 -9%
M&T Bank
16
M&T Bank
New York
$542M 3,559,986 +79,889 +2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$484M 3,175,925 -289,466 -8%
LPL Financial
18
LPL Financial
California
$393M 2,581,428 -58,325 -2%
Truist Financial
19
Truist Financial
North Carolina
$381M 2,500,896 -457,622 -15%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$377M 2,479,223 -574,372 -19%
American Century Companies
21
American Century Companies
Missouri
$359M 2,355,725 -1,338,533 -36%
AllianceBernstein
22
AllianceBernstein
Tennessee
$329M 2,161,790 -232,595 -10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$309M 2,026,471 -33,820 -2%
JRP
24
Jasper Ridge Partners
California
$296M 1,944,946 +89,352 +5%
Stifel Financial
25
Stifel Financial
Missouri
$258M 1,697,342 -507,150 -23%
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