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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.

New
Increased
Maintained
Reduced
Closed
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 %
UWPG
301
Ullmann Wealth Partners Group
Florida
$5.2M -$33.5K -212 -0.6%
Squarepoint
302
Squarepoint
New York
$5.15M -$12.5M -79,412 -71%
HCMT
303
Highland Capital Management (Tennessee)
Tennessee
$5.14M +$49.6K +314 +1%
MPM
304
Meritage Portfolio Management
Kansas
$5.1M +$317K +2,007 +7%
FA
305
Flagstar Advisors
New York
$5.09M -$1.71M -10,806 -25%
HCA
306
Harbour Capital Advisors
Virginia
$5.07M +$22.5K +142 +0.4%
QCG
307
Quadrant Capital Group
Ohio
$5.07M -$37.6K -238 -0.7%
BI
308
Ballast Inc
Kentucky
$5.07M -$86.8K -550 -2%
Mackenzie Financial
309
Mackenzie Financial
Ontario, Canada
$5.06M -$6.33M -39,935 -56%
ZIM
310
Zacks Investment Management
Illinois
$4.99M -$1.5M -9,535 -23%
TA
311
Tiedemann Advisors
New York
$4.97M -$30K -190 -0.6%
IWM
312
IHT Wealth Management
Illinois
$4.95M -$12.5K -79 -0.3%
CGA
313
Crescent Grove Advisors
Illinois
$4.93M -$36K -228 -0.7%
SFM
314
Signet Financial Management
New Jersey
$4.92M -$84.9K -538 -2%
BP
315
Ballentine Partners
Massachusetts
$4.9M +$66.1K +419 +1%
IC
316
IEQ Capital
California
$4.89M +$1.78M +11,262 +57%
DFA
317
DHK Financial Advisors
New Hampshire
$4.89M +$3.61M +22,852 +281%
TW
318
Towerpoint Wealth
California
$4.88M +$143K +909 +3%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$4.87M +$2.8M +17,712 +135%
NPF
320
Norris Perne & French
Michigan
$4.84M +$3.56M +22,560 +279%
NGA
321
Naples Global Advisors
Florida
$4.83M +$1.98M +12,565 +70%
ASN
322
Advisory Services Network
Georgia
$4.83M -$132K -836 -3%
SF
323
Summit Financial
New Jersey
$4.82M +$17.2K +109 +0.4%
Franklin Resources
324
Franklin Resources
California
$4.79M -$15.5K -98 -0.3%
EC
325
Estate Counselors
Wisconsin
$4.75M +$1.36M +8,630 +40%
11 12
13
14 15