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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 %
PA
276
Parallel Advisors
California
$6.04M 39,785 +978 +3%
ABC
277
Associated Banc-Corp
Wisconsin
$6.03M 39,728 +15 +0%
SBH
278
Segall Bryant & Hamill
Illinois
$5.93M 39,086 +151 +0.4%
AIA
279
Arbor Investment Advisors
North Carolina
$5.9M 38,878 -322 -0.8%
LW
280
Linscomb Wealth
Texas
$5.9M 38,868 -2,390 -6%
ASW
281
Astoria Strategic Wealth
Texas
$5.86M 38,584 +468 +1%
SFG
282
Sunburst Financial Group
Alabama
$5.84M 38,451 – –
BWCS
283
Beirne Wealth Consulting Services
Connecticut
$5.82M 36,871 – –
TCPWM
284
Traverso Chambers Private Wealth Management
California
$5.75M 37,869 +849 +2%
DFG
285
Demars Financial Group
Washington
$5.62M 37,023 -1,634 -4%
AP
286
Advisors Preferred
Maryland
$5.59M 37,225 +37,225 New
HWP
287
Highline Wealth Partners
California
$5.55M 36,550 +36,550 New
BAAM
288
Baker Avenue Asset Management
California
$5.49M 36,192 -219 -0.6%
Aristotle Capital Management
289
Aristotle Capital Management
California
$5.44M 35,814 +11,428 +47%
WT
290
Whittier Trust
California
$5.41M 35,604 -445 -1%
GBWM
291
Granite Bay Wealth Management
New Hampshire
$5.37M 33,858 +33,858 New
APP
292
Avantax Planning Partners
Iowa
$5.36M 35,305 +840 +2%
SWP
293
Stratos Wealth Partners
Ohio
$5.35M 35,260 +1,468 +4%
NGA
294
Naples Global Advisors
Florida
$5.29M 34,645 +4,013 +13%
CA
295
Clearstead Advisors
Ohio
$5.28M 34,804 +18,102 +108%
SC
296
Sepio Capital
Utah
$5.24M 34,506 -23,867 -41%
SFS
297
Sowell Financial Services
Arkansas
$5.23M 34,253 +20,552 +150%
LCOV
298
London Company of Virginia
Virginia
$5.2M 34,273 +9,478 +38%
AIFAIM
299
American Institute for Advanced Investment Management
Arizona
$5.17M 34,071 +923 +3%
AL
300
Aspiriant LLC
California
$5.17M 34,034 -193 -0.6%
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