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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 %
WFS
351
Widmann Financial Services
Maryland
$4.1M +$190K +1,251 +5%
FWTB
352
First Western Trust Bank
Colorado
$4.1M -$209K -1,374 -5%
JFG
353
JMG Financial Group
Illinois
$4.09M +$66.5K +437 +2%
AWA
354
Alta Wealth Advisors
Massachusetts
$4.08M +$1.07K +7 +0%
RCA
355
Riverview Capital Advisers
Massachusetts
$4.08M +$2.13K +14 +0.1%
SYBT
356
Stock Yards Bank & Trust
Kentucky
$4.08M +$27.7K +182 +0.7%
DADC
357
D.A. Davidson & Co
Montana
$4.03M -$121K -794 -3%
AAM
358
Aureus Asset Management
Massachusetts
$3.93M – – –
AAS
359
Ameritas Advisory Services
Nebraska
$3.89M -$721K -4,733 -16%
BFM
360
Broadview Financial Management
Wisconsin
$3.87M -$157K -1,028 -4%
CA
361
Cornerstone Advisory
Maryland
$3.78M +$64.9K +426 +2%
AWM
362
AE Wealth Management
Kansas
$3.78M +$9.75K +64 +0.3%
SFS
363
Sowell Financial Services
Arkansas
$3.73M +$1.88M +12,349 +102%
DPI
364
Diversified Portfolios Inc
Michigan
$3.73M +$22.5K +148 +0.6%
RCAG
365
Rehmann Capital Advisory Group
Michigan
$3.73M -$2.04M -13,397 -35%
ARG
366
Advisory Resource Group
Oklahoma
$3.72M +$255K +1,674 +7%
JF
367
Jump Financial
Illinois
$3.72M +$2.99M +19,638 +409%
PFS
368
Prospera Financial Services
Texas
$3.7M -$164K -1,077 -4%
PWPS
369
Pinnacle Wealth Planning Services
Ohio
$3.69M -$1.54M -10,114 -29%
AMG
370
Asset Management Group
Connecticut
$3.69M +$15.2K +100 +0.4%
DCM
371
Dimension Capital Management
Florida
$3.66M – – –
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$3.57M -$313K -2,058 -8%
VIA
373
Vantagepoint Investment Advisers
District of Columbia
$3.56M – – –
SWM
374
Spire Wealth Management
Virginia
$3.55M +$502K +3,298 +16%
OCM
375
One Capital Management
California
$3.48M -$7.61K -50 -0.2%
13 14
15
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