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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 %
SF
326
Summit Financial
New Jersey
$4.72M 30,859 +289 +0.9%
SFM
327
Signet Financial Management
New Jersey
$4.7M 30,987 -183 -0.6%
SC
328
Sierra Capital
Florida
$4.57M 30,086 – –
NPF
329
Norris Perne & French
Michigan
$4.55M 29,944 -700 -2%
BAMG
330
Brand Asset Management Group
Missouri
$4.52M 29,791 +194 +0.7%
HR
331
Hardy Reed
Mississippi
$4.52M 29,771 +93 +0.3%
GVAG
332
Great Valley Advisor Group
Delaware
$4.48M 29,511 -532 -2%
CB
333
Community Bank
New York
$4.48M 29,509 +1,235 +4%
TLA
334
Tanglewood Legacy Advisors
Texas
$4.48M 29,479 -68 -0.2%
TW
335
Towerpoint Wealth
California
$4.47M 29,453 -1,440 -5%
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
$4.45M 29,944 -1,983 -6%
EIG
337
Ellenbecker Investment Group
Wisconsin
$4.44M 29,222 -668 -2%
GLA
338
Great Lakes Advisors
Illinois
$4.43M 29,191 +20,505 +236%
R
339
Rebalance
California
$4.39M 28,933 – –
DI
340
Disciplined Investments
Oklahoma
$4.39M 28,888 -228 -0.8%
RTL
341
Red Tortoise LLC
Georgia
$4.38M 28,820 – –
JFG
342
JMG Financial Group
Illinois
$4.36M 28,718 +30 +0.1%
JWCA
343
J.W. Cole Advisors
Florida
$4.34M 28,556 -25 -0.1%
BJL
344
Brighton Jones LLC
Washington
$4.33M 28,522 +166 +0.6%
AI
345
Auour Investments
Massachusetts
$4.33M 28,800 -408 -1%
Franklin Resources
346
Franklin Resources
California
$4.31M 28,372 -1,959 -6%
GIA
347
Gladstone Institutional Advisory
Florida
$4.3M 28,350 +28 +0.1%
SCM
348
SOL Capital Management
Maryland
$4.29M 28,281 -6,300 -18%
DWT
349
Dorsey & Whitney Trust
South Dakota
$4.28M 28,206 – –
EC
350
Estate Counselors
Wisconsin
$4.28M 28,190 -1,920 -6%
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14
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