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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
+$169M
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
+$70.1M
5
MWM
Modera Wealth Management
New Jersey
+$30.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$397M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$165M
3
American Century Companies
American Century Companies
Missouri
-$147M
4
UMC
UNC Management Company
North Carolina
-$63.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
401
Twin Focus Capital Partners
Massachusetts
$3.29M – – –
SSB
402
Sandy Spring Bank
Maryland
$3.28M -$21K -133 -0.6%
BBHC
403
Brown Brothers Harriman & Co
New York
$3.26M -$14.8K -94 -0.5%
FWCM
404
Ferguson Wellman Capital Management
Oregon
$3.26M -$172K -1,092 -5%
AF
405
Advisornet Financial
Minnesota
$3.23M -$37.2K -236 -1%
BWM
406
BigSur Wealth Management
Florida
$3.17M – – –
EWM
407
EPG Wealth Management
Georgia
$3.16M -$39.9K -253 -1%
TFA
408
TPG Financial Advisors
Oregon
$3.13M +$644K +4,082 +26%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$3.12M -$460K -2,914 -13%
SMC
410
Smith, Moore & Co
Missouri
$3.1M +$22.4K +142 +0.7%
RFA
411
Resurgent Financial Advisors
Georgia
$3.09M +$159K +1,010 +5%
Diamond Hill Capital Management
412
Diamond Hill Capital Management
Ohio
$3.07M +$3.07M +19,452 New
BRWA
413
B. Riley Wealth Advisors
Florida
$3.05M -$94.4K -598 -3%
HIA
414
Harbor Investment Advisory
Maryland
$3.03M +$3.63K +23 +0.1%
WAM
415
Wakefield Asset Management
Colorado
$3.02M +$211K +1,334 +8%
CW
416
CreativeOne Wealth
Kansas
$3.01M -$2.42M -15,355 -45%
SLT
417
St Louis Trust
Missouri
$3M – – –
BB
418
Busey Bank
Illinois
$2.99M +$16.3K +103 +0.5%
Nomura Asset Management
419
Nomura Asset Management
Japan
$2.95M – – –
NAM
420
NorthCrest Asset Manangement
Minnesota
$2.94M -$17.7K -112 -0.6%
SWA
421
SOA Wealth Advisors
New York
$2.93M -$173K -1,093 -6%
NCM
422
Next Capital Management
New York
$2.93M -$128K -808 -4%
CWP
423
CFM Wealth Partners
Texas
$2.93M -$203K -1,287 -6%
CIC
424
Carnegie Investment Counsel
Ohio
$2.92M -$32.2K -204 -1%
BFG
425
Beacon Financial Group
Texas
$2.89M +$4.7K +30 +0.2%
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