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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 %
EWA
376
EP Wealth Advisors
California
$3.47M -$16.5M -73,095 -83%
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$3.46M +$13.2K +87 +0.4%
MA
378
Mutual Advisors
Nebraska
$3.44M -$318K -2,091 -8%
TDWM
379
Topel & Distasi Wealth Management
California
$3.44M +$158K +1,035 +5%
SWM
380
Southern Wealth Management
Texas
$3.44M -$1.31M -8,594 -28%
AIM
381
Acropolis Investment Management
Missouri
$3.42M – – –
GWM
382
Geneos Wealth Management
Colorado
$3.41M -$3.15M -20,685 -48%
WFA
383
Wellspring Financial Advisors
Ohio
$3.4M -$182K -1,194 -5%
NEPWA
384
New England Private Wealth Advisors
Massachusetts
$3.39M +$21.9K +144 +0.7%
GT
385
Glenview Trust
Kentucky
$3.35M +$25.3K +166 +0.8%
WP
386
Wealthspan Partners
Iowa
$3.35M +$30.1K +198 +0.9%
HFP
387
Holistic Financial Partners
Indiana
$3.31M -$126K -826 -4%
FWCM
388
Ferguson Wellman Capital Management
Oregon
$3.31M -$637K -4,185 -16%
MMG
389
Monetary Management Group
Missouri
$3.29M -$187K -1,225 -5%
SFA
390
Sequoia Financial Advisors
Ohio
$3.27M -$5.03K -33 -0.2%
EC
391
Estate Counselors
Wisconsin
$3.27M +$7.61K +50 +0.2%
HF
392
Halpern Financial
Virginia
$3.26M -$123K -808 -4%
SSB
393
Sandy Spring Bank
Maryland
$3.18M +$40K +263 +1%
TFCP
394
Twin Focus Capital Partners
Massachusetts
$3.17M -$535K -3,514 -14%
ACA
395
Anchor Capital Advisors
Massachusetts
$3.17M -$12.9M -84,961 -80%
BBHC
396
Brown Brothers Harriman & Co
New York
$3.16M +$269K +1,769 +9%
AF
397
Advisornet Financial
Minnesota
$3.15M -$30K -197 -0.9%
PGFC
398
Peapack-Gladstone Financial Corp
New Jersey
$3.1M -$230K -1,506 -7%
AWA
399
Arete Wealth Advisors
Illinois
$3.09M -$214K -1,407 -6%
EWM
400
EPG Wealth Management
Georgia
$3.09M +$15.1K +99 +0.5%
14 15
16
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