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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 %
WAM
426
Wakefield Asset Management
Colorado
$2.71M -$1.74M -11,459 -39%
FMC
427
First Merchants Corp
Indiana
$2.7M -$85.1K -559 -3%
CWS
428
Confluence Wealth Services
Pennsylvania
$2.69M -$55.6K -365 -2%
BTI
429
Blue Trust Inc
Georgia
$2.67M -$56.1K -370 -2%
CWM
430
Castle Wealth Management
Florida
$2.67M – – –
ZB
431
Zions Bancorporation
Utah
$2.66M -$147K -965 -5%
AWM
432
Aprio Wealth Management
Georgia
$2.55M -$173K -1,138 -6%
EWM
433
Evermay Wealth Management
Virginia
$2.55M -$49.9K -328 -2%
ACA
434
Affinity Capital Advisors
California
$2.55M -$89.1K -585 -3%
CA
435
Clearstead Advisors
Ohio
$2.53M +$1.98K +13 +0.1%
PO
436
Private Ocean
California
$2.52M -$16.7K -110 -0.7%
TCBWMS
437
Texas Capital Bank Wealth Management Services
Texas
$2.52M +$247K +1,620 +11%
WWM
438
Western Wealth Management
Colorado
$2.49M -$2.89K -19 -0.1%
ICMP
439
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.49M -$14.9M -61,145 -86%
SG Americas Securities
440
SG Americas Securities
New York
$2.45M +$223K +1,466 +10%
WSFS
441
Wilmington Savings Fund Society
Delaware
$2.45M -$50.4K -331 -2%
BMCM
442
Bryn Mawr Capital Management
Pennsylvania
$2.44M -$58.9K -387 -2%
CCM
443
Colorado Capital Management
Colorado
$2.43M -$19.6K -129 -0.8%
AA
444
Ancora Advisors
Ohio
$2.43M +$30.9K +203 +1%
BFG
445
Baron Financial Group
New Jersey
$2.41M -$242K -1,591 -9%
TFA
446
TPG Financial Advisors
Oregon
$2.4M +$4.72K +31 +0.2%
AI
447
Accredited Investors
Minnesota
$2.38M -$41.1K -270 -2%
FHB
448
First Hawaiian Bank
Hawaii
$2.37M -$102K -668 -4%
FLPIM
449
F.L. Putnam Investment Management
Massachusetts
$2.36M +$842K +5,533 +55%
BNP Paribas Financial Markets
450
BNP Paribas Financial Markets
France
$2.34M -$47.2M -310,117 -95%
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