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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
GI
3
GLOBALT Investments
Georgia
$331M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.64B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.18B

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 %
Morgan Stanley
1
Morgan Stanley
New York
$9.32B 56,427,502 +28,314,159 +101%
Bank of America
2
Bank of America
North Carolina
$9.2B 55,673,561 +6,252,541 +13%
Goldman Sachs
3
Goldman Sachs
New York
$2.59B 15,697,362 +634,379 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.76B 10,652,670 -475,988 -4%
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.67B 10,099,784 -100,507 -1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.64B 9,949,451 +1,360,490 +16%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.45B 8,782,718 +47,471 +0.5%
UBS Group
8
UBS Group
Switzerland
$1.22B 7,412,758 +444,862 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.18B 7,166,594 +1,282,817 +22%
Wells Fargo
10
Wells Fargo
California
$811M 4,909,518 +608,062 +14%
BlackRock
11
BlackRock
New York
$627M 3,793,047 +1,274,171 +51%
Northern Trust
12
Northern Trust
Illinois
$621M 3,758,131 +220,344 +6%
M&T Bank
13
M&T Bank
New York
$607M 3,674,457 +39,454 +1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$607M 3,673,642 +45,358 +1%
RJA
15
Raymond James & Associates
Florida
$602M 3,644,855 +187,321 +5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$544M 3,294,905 +220,789 +7%
LPL Financial
17
LPL Financial
California
$492M 2,977,561 +300,212 +11%
SF
18
Synovus Financial
Georgia
$460M 2,784,982 -2,039,167 -42%
Truist Financial
19
Truist Financial
North Carolina
$436M 2,638,730 +351,119 +15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$384M 2,324,806 +352,557 +18%
JRP
21
Jasper Ridge Partners
California
$356M 2,155,427 +251,553 +13%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$346M 2,095,925 +44,819 +2%
GI
23
GLOBALT Investments
Georgia
$331M 2,002,886 +2,002,886 New
Stifel Financial
24
Stifel Financial
Missouri
$325M 1,968,675 +298,276 +18%
AllianceBernstein
25
AllianceBernstein
Tennessee
$318M 1,922,977 -277,379 -13%
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