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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.

New
Increased
Maintained
Reduced
Closed
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
1.58%
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
Baird Financial Group
Wisconsin
+$65.2M
2
Morgan Stanley
Morgan Stanley
New York
+$53.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.5M
5
CA
Cetera Advisors
Colorado
+$20.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$779M
2
Bank of America
Bank of America
North Carolina
-$642M
3
JHU
Johns Hopkins University
Maryland
-$220M
4
American Century Companies
American Century Companies
Missouri
-$204M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
226
Linscomb Wealth
Texas
$8.72M -$233K -1,527 -3%
HCM
227
HMS Capital Management
Tennessee
$8.6M -$842K -5,527 -9%
KAH
228
Kathryn A. Hall
$8.56M +$4.97M +32,610 +138%
VFA
229
Valeo Financial Advisors
Indiana
$8.56M +$169K +1,108 +2%
SCG
230
Sonata Capital Group
Washington
$8.48M -$245K -1,608 -3%
MFG
231
Magnus Financial Group
New York
$8.45M -$287K -1,888 -3%
ECG
232
Edge Capital Group
Georgia
$8.39M -$4.12M -27,053 -33%
BF
233
BOK Financial
Oklahoma
$8.3M -$2.74M -18,021 -25%
BPA
234
Beacon Pointe Advisors
California
$8.26M -$1.11M -7,293 -12%
SC
235
Savant Capital
Illinois
$8.22M +$5.86M +38,507 +248%
SWM
236
Segment Wealth Management
Texas
$8.2M -$70K -460 -0.8%
CG
237
Colony Group
Massachusetts
$8.14M +$141K +926 +2%
GC
238
Guggenheim Capital
Illinois
$8.08M -$652K -4,280 -7%
WB
239
Webster Bank
Connecticut
$8.06M -$581K -3,816 -7%
CPIG
240
Chicago Partners Investment Group
Illinois
$8M -$170K -1,102 -2%
HSA
241
HBK Sorce Advisory
Pennsylvania
$7.94M -$8.16M -53,609 -51%
RhumbLine Advisers
242
RhumbLine Advisers
Massachusetts
$7.91M -$1.15M -7,565 -13%
TAS
243
TIFF Advisory Services
Pennsylvania
$7.9M +$2.96M +19,424 +60%
PP
244
Pegasus Partners
Wisconsin
$7.87M +$30.6K +201 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
245
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.86M +$2.76M +18,100 +54%
AAS
246
Avantax Advisory Services
Texas
$7.78M -$2.53M -16,624 -25%
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.75M -$2.99M -19,618 -28%
WC
248
Waterloo Capital
Texas
$7.72M +$7.72M +50,708 New
AFP
249
Ausdal Financial Partners
Iowa
$7.64M -$101K -661 -1%
MAM
250
Marquette Asset Management
Minnesota
$7.59M -$231K -1,516 -3%
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