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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.87%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.5B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$199M
3
Comerica Bank
3
Comerica Bank
Texas
$148M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$101M
5
CWM
5
Circle Wealth Management
New Jersey
$94.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.27B
2
American Century Companies
2
American Century Companies
Missouri
$94.6M
3
Wells Fargo
3
Wells Fargo
California
$653M
4
RRAM
4
River Road Asset Management
Kentucky
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$93.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.5B 49,421,020 +1,608,532 +3%
Morgan Stanley
2
Morgan Stanley
New York
$4.27B 28,113,343 -4,016,610 -13%
Goldman Sachs
3
Goldman Sachs
New York
$2.29B 15,062,983 +18,322 +0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B 11,128,658 -208,237 -2%
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.56B 10,200,291 -105,713 -1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.33B 8,735,247 +77,652 +0.9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.3B 8,588,961 -221,421 -3%
UBS Group
8
UBS Group
Switzerland
$1.06B 6,967,896 +14,207 +0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$893M 5,883,777 -179,413 -3%
SF
10
Synovus Financial
Georgia
$732M 4,824,149 +117,900 +3%
Wells Fargo
11
Wells Fargo
California
$653M 4,301,456 -537,431 -11%
M&T Bank
12
M&T Bank
New York
$552M 3,635,003 +2,879 +0.1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$551M 3,628,284 +22,006 +0.6%
Northern Trust
14
Northern Trust
Illinois
$537M 3,537,787 -122,799 -3%
RJA
15
Raymond James & Associates
Florida
$525M 3,457,534 +22,075 +0.6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$467M 3,074,116 -55,272 -2%
LPL Financial
17
LPL Financial
California
$406M 2,677,349 +82,164 +3%
BlackRock
18
BlackRock
New York
$382M 2,518,876 -106,611 -4%
Truist Financial
19
Truist Financial
North Carolina
$347M 2,287,611 -29,126 -1%
AllianceBernstein
20
AllianceBernstein
Tennessee
$334M 2,200,356 +10,247 +0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$311M 2,051,106 -12,578 -0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$299M 1,972,249 +131,702 +7%
JRP
23
Jasper Ridge Partners
California
$289M 1,903,874 +66,002 +4%
Stifel Financial
24
Stifel Financial
Missouri
$254M 1,670,399 -146,095 -8%
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$199M 1,312,589 +1,312,589 New
1
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