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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.86%
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
Bank of America
North Carolina
$7.5B
2
Comerica Bank
Comerica Bank
Texas
$148M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$101M
4
CWM
Circle Wealth Management
New Jersey
$94.2M
5
AIA
Alera Investment Advisors
Illinois
$120M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.27B
2
American Century Companies
American Century Companies
Missouri
$94.6M
3
Wells Fargo
Wells Fargo
California
$653M
4
RRAM
River Road Asset Management
Kentucky
$0
5
Prudential Financial
Prudential Financial
New Jersey
$93.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
401
New England Private Wealth Advisors
Massachusetts
$3.39M +$607 +4 +0%
ONB
402
Old National Bancorp
Indiana
$3.35M +$15.6K +103 +0.5%
Qube Research & Technologies (QRT)
403
Qube Research & Technologies (QRT)
United Kingdom
$3.35M +$2.85M +18,788 +572%
FWCM
404
Ferguson Wellman Capital Management
Oregon
$3.35M +$215K +1,415 +7%
AIM
405
Acropolis Investment Management
Missouri
$3.33M -$69.2K -456 -2%
HFP
406
Holistic Financial Partners
Indiana
$3.28M -$22K -145 -0.7%
WFA
407
Wellspring Financial Advisors
Ohio
$3.25M -$607 -4 -0%
RI
408
Rinkey Investments
California
$3.25M +$3.25M +21,383 New
SSB
409
Sandy Spring Bank
Maryland
$3.23M +$76.8K +506 +2%
SFA
410
Sequoia Financial Advisors
Ohio
$3.23M -$120K -791 -4%
BMCM
411
Bryn Mawr Capital Management
Pennsylvania
$3.2M +$856K +5,637 +36%
TFA
412
TPG Financial Advisors
Oregon
$3.19M +$174K +1,144 +6%
TFCP
413
Twin Focus Capital Partners
Massachusetts
$3.16M – – –
VP
414
Verum Partners
North Carolina
$3.16M +$2.96M +19,528 +1,539%
BBHC
415
Brown Brothers Harriman & Co
New York
$3.14M +$5.01K +33 +0.2%
IC
416
IEQ Capital
California
$3.11M -$1.6M -10,538 -34%
1WM
417
1900 Wealth Management
Texas
$3.1M -$3.38M -22,261 -52%
BWM
418
BigSur Wealth Management
Florida
$3.07M – – –
NIG
419
NFJ Investment Group
Texas
$3.03M +$2.26M +14,862 +291%
RFA
420
Resurgent Financial Advisors
Georgia
$3.01M +$37.5K +247 +1%
VA
421
Valmark Advisers
Ohio
$3.01M +$1.25M +8,201 +71%
EWM
422
EPG Wealth Management
Georgia
$2.99M -$51.8K -341 -2%
SMC
423
Smith, Moore & Co
Missouri
$2.97M -$11.7K -77 -0.4%
OWM
424
Opes Wealth Management
California
$2.93M +$310K +2,045 +12%
CIC
425
Carnegie Investment Counsel
Ohio
$2.92M +$111K +734 +4%
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