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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,526 hedge funds and large institutions have $45.2B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

Holders
1,526
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.13%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.44%
New
101
Increased
441
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$346M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$219M
3
JRP
3
Jasper Ridge Partners
California
$452M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$59.9M
5
G
5
Gainplan
Michigan
$44.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
Bank of America
2
Bank of America
North Carolina
$8.92B
3
BlackRock
3
BlackRock
New York
$408M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.13B
5
CAM
5
Cresset Asset Management
Illinois
$67.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.92B 49,796,810 -5,876,751 -11%
Morgan Stanley
2
Morgan Stanley
New York
$4.99B 27,872,029 -28,555,473 -51%
Goldman Sachs
3
Goldman Sachs
New York
$2.78B 15,546,201 -151,161 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.85B 10,354,679 -297,991 -3%
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.76B 9,806,320 -293,464 -3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.74B 9,725,382 -224,069 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.5B 8,401,595 -381,123 -4%
UBS Group
8
UBS Group
Switzerland
$1.27B 7,077,031 -335,727 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.13B 6,283,696 -882,898 -12%
Wells Fargo
10
Wells Fargo
California
$814M 4,544,968 -364,550 -7%
Northern Trust
11
Northern Trust
Illinois
$663M 3,698,945 -59,186 -2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$662M 3,695,068 +21,426 +0.6%
M&T Bank
13
M&T Bank
New York
$656M 3,660,916 -13,541 -0.4%
RJA
14
Raymond James & Associates
Florida
$651M 3,632,089 -12,766 -0.4%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$591M 3,297,987 +3,082 +0.1%
LPL Financial
16
LPL Financial
California
$571M 3,190,479 +212,918 +7%
SF
17
Synovus Financial
Georgia
$501M 2,799,214 +14,232 +0.5%
JRP
18
Jasper Ridge Partners
California
$452M 2,521,082 +365,655 +17%
BlackRock
19
BlackRock
New York
$408M 2,277,133 -1,515,914 -40%
Truist Financial
20
Truist Financial
North Carolina
$408M 2,276,853 -361,877 -14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$379M 2,115,035 +19,110 +0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$364M 2,029,988 -294,818 -13%
GI
23
GLOBALT Investments
Georgia
$351M 1,961,432 -41,454 -2%
APF
24
Alaska Permanent Fund
Alaska
$346M 1,929,517 +890,764 +86%
AllianceBernstein
25
AllianceBernstein
Tennessee
$332M 1,853,417 -69,560 -4%
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