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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 %
TWM
351
Tolleson Wealth Management
Texas
$4.26M 27,853 -759 -3%
HWA
352
Hillcrest Wealth Advisors
New Jersey
$4.22M 27,768 -25 -0.1%
SCA
353
Snowden Capital Advisors
New York
$4.18M 27,520 -6,142 -18%
HNB
354
Huntington National Bank
Ohio
– – – –
RIL
355
Rothschild Investment LLC
Illinois
$4.16M 27,376 -149 -0.5%
IWC
356
Integrated Wealth Concepts
Massachusetts
$4.15M 27,326 +2,173 +9%
AWA
357
Alta Wealth Advisors
Massachusetts
$4.14M 27,258 +456 +2%
WFS
358
Widmann Financial Services
Maryland
$4.13M 27,182 +150 +0.6%
WAM
359
Wakefield Asset Management
Colorado
$4.12M 27,115 +8,010 +42%
FA
360
Flagstar Advisors
New York
$4.11M 26,926 -5,338 -17%
HDIM
361
Hanson & Doremus Investment Management
Vermont
$4.11M 27,086 -326 -1%
MA
362
Mutual Advisors
Nebraska
$4.08M 26,896 +1,322 +5%
SFB
363
STAR Financial Bank
Indiana
$4.08M 26,880 -1,614 -6%
AF
364
Allworth Financial
California
$4.07M 26,826 -382 -1%
SFG
365
Sage Financial Group
Pennsylvania
$4.07M 26,811 -335 -1%
DADC
366
D.A. Davidson & Co
Montana
$4.04M 26,615 -1,176 -4%
SIA
367
Stegner Investment Associates
Kentucky
$4.03M 26,532 – –
RWG
368
Regal Wealth Group
California
$4.03M 26,516 -2,312 -8%
RCA
369
Riverview Capital Advisers
Massachusetts
$4.01M 26,432 +356 +1%
AAS
370
Ameritas Advisory Services
Nebraska
$4M 26,607 +2,165 +9%
MCWS
371
McKinley Carter Wealth Services
West Virginia
$4M 26,359 -1,525 -5%
MFG
372
Magnus Financial Group
New York
$3.99M 26,292 -28,278 -52%
S
373
SignatureFD
Georgia
$3.95M 26,043 -362 -1%
AI
374
Atria Investments
North Carolina
$3.94M 25,965 +1,406 +6%
FA
375
FC Advisory
Pennsylvania
$3.94M 25,959 -1,206 -4%
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