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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 %
AAS
376
Ameritas Advisory Services
Nebraska
$3.82M -$164K -1,050 -4%
ARG
377
Advisory Resource Group
Oklahoma
$3.81M -$49.1K -311 -1%
SWM
378
Spire Wealth Management
Virginia
$3.76M +$79.1K +501 +2%
PWPS
379
Pinnacle Wealth Planning Services
Ohio
$3.75M -$76.4K -484 -2%
Simplex Trading
380
Simplex Trading
Illinois
$3.74M +$3.74M +23,681 New
RCAG
381
Rehmann Capital Advisory Group
Michigan
$3.74M -$130K -822 -3%
AMG
382
Asset Management Group
Connecticut
$3.71M -$107K -677 -3%
VIA
383
Vantagepoint Investment Advisers
District of Columbia
$3.69M – – –
GWM
384
Geneos Wealth Management
Colorado
$3.67M +$133K +845 +4%
MCC
385
Money Concepts Capital
Florida
$3.64M -$10.2M -64,422 -74%
SYBT
386
Stock Yards Bank & Trust
Kentucky
$3.61M -$611K -3,874 -14%
RA
387
RFG Advisory
Alabama
$3.6M +$1.7M +10,758 +89%
OCM
388
One Capital Management
California
$3.6M -$2.21K -14 -0.1%
TDWM
389
Topel & Distasi Wealth Management
California
$3.57M +$12.5K +79 +0.4%
WP
390
Wealthspan Partners
Iowa
$3.54M +$72.1K +457 +2%
AIM
391
Acropolis Investment Management
Missouri
$3.54M -$8.68K -55 -0.2%
NEPWA
392
New England Private Wealth Advisors
Massachusetts
$3.52M +$11.8K +75 +0.3%
Macquarie Group
393
Macquarie Group
Australia
$3.5M +$2.9M +18,398 +489%
SFA
394
Sequoia Financial Advisors
Ohio
$3.48M +$87.8K +556 +3%
ONB
395
Old National Bancorp
Indiana
$3.47M +$2.33M +14,736 +204%
DCM
396
Dimension Capital Management
Florida
$3.47M -$325K -2,057 -9%
HFP
397
Holistic Financial Partners
Indiana
$3.43M -$4.1K -26 -0.1%
WFA
398
Wellspring Financial Advisors
Ohio
$3.38M -$141K -896 -4%
GT
399
Glenview Trust
Kentucky
$3.37M -$99.1K -628 -3%
JBA
400
Johnson Bixby & Associates
Washington
$3.36M -$2.26M -14,342 -40%
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