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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
Morgan Stanley
New York
$5.07B
2
HMH
Hackensack Meridian Health
New Jersey
$114M
3
RRAM
River Road Asset Management
Kentucky
$70.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$193M
5
MWM
Modera Wealth Management
New Jersey
$75.6M

Top Sellers

1
BlackRock
BlackRock
New York
$414M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
American Century Companies
Missouri
$225M
4
UMC
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$957M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
351
D.A. Davidson & Co
Montana
$4.39M +$204K +1,293 +5%
RIL
352
Rothschild Investment LLC
Illinois
$4.34M -$17K -108 -0.4%
HDIM
353
Hanson & Doremus Investment Management
Vermont
$4.33M – – –
AF
354
Allworth Financial
California
$4.29M -$468K -2,963 -10%
FA
355
FC Advisory
Pennsylvania
$4.29M -$42K -266 -1%
SFG
356
Sage Financial Group
Pennsylvania
$4.28M -$43.2K -274 -1%
WFS
357
Widmann Financial Services
Maryland
$4.27M +$12.5K +79 +0.3%
HNB
358
Huntington National Bank
Ohio
$4.24M -$4.17M – –
AWA
359
Alta Wealth Advisors
Massachusetts
$4.23M +$631 +4 +0%
SIA
360
Stegner Investment Associates
Kentucky
$4.19M -$25.9K -164 -0.6%
S
361
SignatureFD
Georgia
$4.17M -$406K -2,575 -9%
FWTB
362
First Western Trust Bank
Colorado
$4.17M -$85.9K -544 -2%
RCA
363
Riverview Capital Advisers
Massachusetts
$4.12M -$113K -715 -3%
AAM
364
Aureus Asset Management
Massachusetts
$4.08M – – –
GRP
365
Global Retirement Partners
California
$4.05M -$421K -2,665 -9%
BFM
366
Broadview Financial Management
Wisconsin
$4.05M +$39.1K +248 +1%
MA
367
Mutual Advisors
Nebraska
$4.04M +$468K +2,965 +13%
Legal & General Group
368
Legal & General Group
United Kingdom
$4.03M +$2.3M +14,685 +132%
IWC
369
Integrated Wealth Concepts
Massachusetts
$3.97M +$831K +5,262 +26%
LCOV
370
London Company of Virginia
Virginia
$3.91M +$3.24M +20,537 +482%
AI
371
Atria Investments
North Carolina
$3.88M +$2.37M +15,022 +158%
MMG
372
Monetary Management Group
Missouri
$3.87M +$461K +2,920 +14%
DPI
373
Diversified Portfolios Inc
Michigan
$3.85M -$16.6K -105 -0.4%
Aristotle Capital Management
374
Aristotle Capital Management
California
$3.85M -$1.79M -11,342 -32%
CA
375
Cornerstone Advisory
Maryland
$3.82M -$101K -643 -3%
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