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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 %
CS
251
Comerica Securities
Michigan
$7.56M -$2.35M -15,415 -24%
FDDB
252
Fidelity D&D Bancorp
Pennsylvania
$7.5M +$7.5M +41,847 New
NL
253
NWAM LLC
Washington
$7.46M -$1.83M -11,990 -20%
Barclays
254
Barclays
United Kingdom
$7.31M -$594K -3,900 -8%
JIC
255
Johnson Investment Counsel
Ohio
$7.29M -$269K -1,765 -4%
Wealth Enhancement Advisory Services
256
Wealth Enhancement Advisory Services
Minnesota
$7.16M -$54.2M -355,715 -88%
OIA
257
OneDigital Investment Advisors
Kansas
$7.03M +$759K +4,985 +12%
JWA
258
JFS Wealth Advisors
Pennsylvania
$6.99M +$203K +1,332 +3%
Neuberger Berman Group
259
Neuberger Berman Group
New York
$6.9M -$11.6M -76,334 -63%
SHWM
260
Smith & Howard Wealth Management
Georgia
$6.83M +$894K +5,871 +15%
PRWA
261
Platte River Wealth Advisors
Colorado
$6.79M -$125K -820 -2%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$6.73M +$268K +1,757 +4%
USCWA
263
U.S. Capital Wealth Advisors
Texas
$6.73M +$30.6K +201 +0.5%
Kayne Anderson Rudnick Investment Management
264
Kayne Anderson Rudnick Investment Management
California
$6.7M -$18.8M -123,436 -74%
WTC
265
WhitTier Trust Company
Nevada
$6.6M -$9.29K -61 -0.1%
JFG
266
Jefferies Financial Group
New York
$6.56M -$826K -5,426 -11%
FA
267
Flagstar Advisors
New York
$6.56M -$1.37M -9,008 -17%
1WM
268
1900 Wealth Management
Texas
$6.47M -$7.74K -51 -0.1%
OFS
269
Oldfather Financial Services
Nebraska
$6.46M +$232K +1,526 +4%
PI
270
PineBridge Investments
New York
$6.45M +$543K +3,569 +9%
OC
271
Oppenheimer & Co
New York
$6.45M +$577K +3,791 +10%
OFG
272
Oxford Financial Group
Indiana
$6.43M -$97.9K -643 -1%
ABC
273
Associated Banc-Corp
Wisconsin
$6.32M +$31.4K +206 +0.5%
ZIM
274
Zacks Investment Management
Illinois
$6.27M -$24.5M -160,962 -80%
RDIA
275
RE Dickinson Investment Advisors
Iowa
$6.25M +$2.1M +13,784 +51%
9 10
11
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