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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 %
OC
251
Oppenheimer & Co
New York
$7.3M 48,075 +3,786 +9%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$7.23M 47,595 +7,804 +20%
KPWS
253
Kestra Private Wealth Services
Texas
$7.2M 47,416 +10,678 +29%
HW
254
Hancock Whitney
Mississippi
$7.17M 47,218 +5,970 +14%
MAM
255
Marquette Asset Management
Minnesota
$7.12M 46,889 -2,631 -5%
HSA
256
HBK Sorce Advisory
Pennsylvania
$7.1M 46,752 -3,967 -8%
JWA
257
JFS Wealth Advisors
Pennsylvania
$7.06M 46,523 +3 +0%
OIA
258
OneDigital Investment Advisors
Kansas
$6.96M 45,820 -192 -0.4%
ATPW
259
Ashton Thomas Private Wealth
Arizona
$6.85M 45,092 +1,559 +4%
SHWM
260
Smith & Howard Wealth Management
Georgia
$6.81M 44,824 +1,710 +4%
WC
261
Waterloo Capital
Texas
$6.8M 44,764 +1,829 +4%
SWA
262
Stratos Wealth Advisors
Ohio
$6.78M 44,628 +472 +1%
USCWA
263
U.S. Capital Wealth Advisors
Texas
$6.56M 43,217 -382 -0.9%
OFS
264
Oldfather Financial Services
Nebraska
$6.55M 43,121 +987 +2%
RDIA
265
RE Dickinson Investment Advisors
Iowa
$6.42M 42,233 -9 -0%
OFG
266
Oxford Financial Group
Indiana
$6.41M 42,250 – –
PRWA
267
Platte River Wealth Advisors
Colorado
$6.4M 42,167 -35 -0.1%
SW
268
SlateStone Wealth
Florida
$6.31M 41,552 +642 +2%
CI
269
Cambiar Investors
Colorado
$6.24M 41,111 -40,957 -50%
JFG
270
Jefferies Financial Group
New York
$6.19M 40,752 -1,150 -3%
SEI Investments
271
SEI Investments
Pennsylvania
$6.17M 40,665 -15,614 -28%
FDDB
272
Fidelity D&D Bancorp
Pennsylvania
$6.15M 40,535 +40,535 New
WTC
273
WhitTier Trust Company
Nevada
$6.11M 40,238 -450 -1%
WB
274
Webster Bank
Connecticut
$6.1M 40,182 -7,487 -16%
HF
275
HRT Financial
New York
$6.08M 40,071 +37,273 +1,332%
9 10
11
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