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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 %
VFA
226
Valeo Financial Advisors
Indiana
$8.63M 56,811 -662 -1%
HCM
227
HMS Capital Management
Tennessee
$8.59M 56,567 -602 -1%
NOI
228
Newton One Investments
Delaware
$8.57M 56,428 -766 -1%
Jane Street
229
Jane Street
New York
$8.51M 56,083 -1,852 -3%
NA
230
Nottingham Advisors
New York
$8.44M 67,892 -1,149 -2%
ECG
231
Edge Capital Group
Georgia
$8.26M 54,391 -10,846 -17%
Neuberger Berman Group
232
Neuberger Berman Group
New York
$8.25M 54,429 +10,384 +24%
SCG
233
Sonata Capital Group
Washington
$8.22M 54,117 -435 -0.8%
Lido Advisors
234
Lido Advisors
California
$8.11M 53,439 +70 +0.1%
CS
235
Comerica Securities
Michigan
$8.08M 52,854 -915 -2%
KAH
236
Kathryn A. Hall
$8.01M 52,760 – –
ZIM
237
Zacks Investment Management
Illinois
$7.97M 52,528 +20,883 +66%
Macquarie Group
238
Macquarie Group
Australia
$7.97M 52,483 +30,326 +137%
PL
239
Polianta Ltd
Jersey
$7.91M 52,100 -2,700 -5%
LAM
240
Lyrical Asset Management
New York
$7.86M 51,787 +51,787 New
Barclays
241
Barclays
United Kingdom
$7.79M 51,310 +2,500 +5%
ATC
242
Argent Trust Co
Tennessee
$7.78M 51,276 +40,175 +362%
CPIG
243
Chicago Partners Investment Group
Illinois
$7.76M 53,056 +133 +0.3%
JIC
244
Johnson Investment Counsel
Ohio
$7.68M 50,565 +202 +0.4%
CG
245
Colony Group
Massachusetts
$7.66M 50,441 -2,713 -5%
SWM
246
Segment Wealth Management
Texas
$7.65M 50,419 -2,475 -5%
GC
247
Guggenheim Capital
Illinois
$7.63M 50,287 -2,156 -4%
BF
248
BOK Financial
Oklahoma
$7.61M 51,954 -1,949 -4%
SW
249
SVB Wealth
Massachusetts
$7.53M 49,631 -14,629 -23%
AWE
250
Avidian Wealth Enterprises
Texas
$7.41M 48,824 -1,695 -3%
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