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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.55B 47,812,488 -187,044 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$5.07B 32,129,953 +1,070,253 +3%
Goldman Sachs
3
Goldman Sachs
New York
$2.37B 15,044,661 -208,368 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.79B 11,336,895 -192,378 -2%
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.63B 10,306,004 +81,680 +0.8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.39B 8,810,382 -278,568 -3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.37B 8,657,595 +110,983 +1%
UBS Group
8
UBS Group
Switzerland
$1.1B 6,953,689 -309,059 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$957M 6,063,190 -331,103 -5%
Wells Fargo
10
Wells Fargo
California
$764M 4,838,887 -289,987 -6%
SF
11
Synovus Financial
Georgia
$743M 4,706,249 -117,019 -2%
Northern Trust
12
Northern Trust
Illinois
$578M 3,660,586 -130,461 -3%
M&T Bank
13
M&T Bank
New York
$573M 3,632,124 +72,138 +2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$569M 3,606,278 -315,383 -8%
RJA
15
Raymond James & Associates
Florida
$542M 3,435,459 -157,465 -4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$494M 3,129,388 -46,537 -1%
BlackRock
17
BlackRock
New York
$414M 2,625,487 -2,515,256 -49%
LPL Financial
18
LPL Financial
California
$410M 2,595,185 +13,757 +0.5%
Truist Financial
19
Truist Financial
North Carolina
$366M 2,316,737 -184,159 -7%
AllianceBernstein
20
AllianceBernstein
Tennessee
$346M 2,190,109 +28,319 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$326M 2,063,684 -51,674 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$290M 1,840,547 -185,924 -9%
JRP
23
Jasper Ridge Partners
California
$290M 1,837,872 -107,074 -6%
Stifel Financial
24
Stifel Financial
Missouri
$287M 1,816,494 +119,152 +7%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$226M 1,434,289 -1,044,934 -42%
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