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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
RRAM
3
River Road Asset Management
Kentucky
$70.2M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$193M
5
MWM
5
Modera Wealth Management
New Jersey
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
276
Arbor Investment Advisors
North Carolina
$6.19M -$51.9K -329 -0.8%
GS
277
GTS Securities
New York
$6.17M +$6.17M +39,088 New
SBH
278
Segall Bryant & Hamill
Illinois
$6.14M +$417K +2,640 +7%
PA
279
Parallel Advisors
California
$6.13M +$11.7K +74 +0.2%
DFG
280
Demars Financial Group
Washington
$6.1M -$124K -787 -2%
SFG
281
Sunburst Financial Group
Alabama
$6.07M – – –
ASW
282
Astoria Strategic Wealth
Texas
$6.02M +$44.4K +281 +0.7%
Wealth Enhancement Advisory Services
283
Wealth Enhancement Advisory Services
Minnesota
$5.91M -$1.51M -9,567 -20%
TCPWM
284
Traverso Chambers Private Wealth Management
California
$5.84M +$58.1K +368 +1%
BWCS
285
Beirne Wealth Consulting Services
Connecticut
$5.82M -$9.48M -60,058 -62%
KPWS
286
Kestra Private Wealth Services
Texas
$5.8M +$835K +5,290 +17%
BAAM
287
Baker Avenue Asset Management
California
$5.75M -$204K -1,295 -3%
WT
288
Whittier Trust
California
$5.69M +$582K +3,689 +11%
SCM
289
SOL Capital Management
Maryland
$5.46M -$23.7K -150 -0.4%
APP
290
Avantax Planning Partners
Iowa
$5.44M -$59.8K -379 -1%
AL
291
Aspiriant LLC
California
$5.4M -$38K -241 -0.7%
Deutsche Bank
292
Deutsche Bank
Germany
$5.35M -$170K -1,079 -3%
SWP
293
Stratos Wealth Partners
Ohio
$5.33M +$445K +2,821 +9%
SCA
294
Snowden Capital Advisors
New York
$5.31M +$215K +1,361 +4%
Vanguard Group
295
Vanguard Group
Pennsylvania
$5.29M +$5.29M +33,509 New
DIP
296
DT Investment Partners
Pennsylvania
$5.28M – – –
Cohen & Steers
297
Cohen & Steers
New York
$5.23M +$345K +2,189 +7%
AIFAIM
298
American Institute for Advanced Investment Management
Arizona
$5.23M +$212K +1,343 +4%
Loomis, Sayles & Company
299
Loomis, Sayles & Company
Massachusetts
$5.23M -$275K -1,743 -5%
QC
300
Quent Capital
New York
$5.21M +$97.2K +616 +2%
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12
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