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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 %
BWM
401
BigSur Wealth Management
Florida
$3.06M – – –
IWC
402
Integrated Wealth Concepts
Massachusetts
$3.03M -$2.02M -13,291 -40%
BRWA
403
B. Riley Wealth Advisors
Florida
$3.03M -$139K -911 -4%
CWP
404
CFM Wealth Partners
Texas
$3.02M – – –
AWP
405
Ascent Wealth Partners
New York
$3.02M -$290K -1,903 -9%
IC
406
IEQ Capital
California
$3.01M +$411K +2,700 +16%
SWA
407
SOA Wealth Advisors
New York
$3M +$1.98K +13 +0.1%
SMC
408
Smith, Moore & Co
Missouri
$2.97M -$67.8K -445 -2%
NCM
409
Next Capital Management
New York
$2.95M +$13.7K +90 +0.5%
HIA
410
Harbor Investment Advisory
Maryland
$2.92M -$39.3K -258 -1%
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$2.91M +$123K +810 +4%
AF
412
Affiance Financial
Minnesota
$2.91M -$20.5M -134,819 -88%
1IA
413
1834 Investment Advisors
Wisconsin
$2.9M -$100K -660 -3%
SLT
414
St Louis Trust
Missouri
$2.9M – – –
BB
415
Busey Bank
Illinois
$2.87M -$22.8K -150 -0.8%
CIC
416
Carnegie Investment Counsel
Ohio
$2.85M -$565K -3,714 -17%
NAM
417
NorthCrest Asset Manangement
Minnesota
$2.85M +$2.85M +18,715 New
Nomura Asset Management
418
Nomura Asset Management
Japan
$2.84M – – –
RFA
419
Resurgent Financial Advisors
Georgia
$2.82M -$248K -1,630 -8%
BFG
420
Beacon Financial Group
Texas
$2.82M -$155K -1,015 -5%
NP
421
NorthRock Partners
Minnesota
$2.81M -$121K -796 -4%
NGA
422
Naples Global Advisors
Florida
$2.75M +$548K +3,598 +25%
PA
423
Procyon Advisors
Connecticut
$2.73M +$24.2K +159 +0.9%
OWM
424
Opes Wealth Management
California
$2.72M -$24.4K -160 -0.9%
CWA
425
Cornerstone Wealth Advisors
Minnesota
$2.71M -$273K -1,795 -9%
15 16
17
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