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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 %
QC
301
Quent Capital
New York
$4.93M -$7.46K -49 -0.2%
WT
302
Whittier Trust
California
$4.93M -$1.15M -7,536 -19%
QCG
303
Quadrant Capital Group
Ohio
$4.92M -$25.4K -167 -0.5%
SCA
304
Snowden Capital Advisors
New York
$4.92M -$2.56M -16,799 -34%
HCMT
305
Highland Capital Management (Tennessee)
Tennessee
$4.91M -$172K -1,130 -3%
HCA
306
Harbour Capital Advisors
Virginia
$4.85M +$41.4K +272 +0.9%
AIFAIM
307
American Institute for Advanced Investment Management
Arizona
$4.84M -$286K -1,879 -6%
SFM
308
Signet Financial Management
New Jersey
$4.83M -$201K -1,320 -4%
TA
309
Tiedemann Advisors
New York
$4.82M -$61.7K -405 -1%
CGA
310
Crescent Grove Advisors
Illinois
$4.79M -$574K -3,768 -11%
KPWS
311
Kestra Private Wealth Services
Texas
$4.79M -$4.04M -26,520 -46%
IWM
312
IHT Wealth Management
Illinois
$4.79M +$11.6K +76 +0.2%
ASN
313
Advisory Services Network
Georgia
$4.79M +$403K +2,646 +9%
Cohen & Steers
314
Cohen & Steers
New York
$4.72M – – –
SWP
315
Stratos Wealth Partners
Ohio
$4.72M -$1.31M -8,607 -22%
BP
316
Ballentine Partners
Massachusetts
$4.67M +$397K +2,609 +9%
SF
317
Summit Financial
New Jersey
$4.64M -$37.8K -248 -0.8%
Franklin Resources
318
Franklin Resources
California
$4.63M +$5.03K +33 +0.1%
BAMG
319
Brand Asset Management Group
Missouri
$4.62M -$168K -1,104 -4%
MPM
320
Meritage Portfolio Management
Kansas
$4.62M -$178K -1,167 -4%
AF
321
Allworth Financial
California
$4.59M +$326K +2,143 +8%
SFB
322
STAR Financial Bank
Indiana
$4.59M -$227K -1,490 -5%
SC
323
Sierra Capital
Florida
$4.58M -$342K -2,249 -7%
TW
324
Towerpoint Wealth
California
$4.57M -$169K -1,108 -4%
GVAG
325
Great Valley Advisor Group
Delaware
$4.56M -$437K -2,869 -9%
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