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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 %
ACA
426
Affinity Capital Advisors
California
$2.88M +$237K +1,501 +9%
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$2.86M -$161K -1,018 -5%
FMC
428
First Merchants Corp
Indiana
$2.8M – – –
AF
429
Affiance Financial
Minnesota
$2.79M -$228K -1,447 -8%
AWP
430
Ascent Wealth Partners
New York
$2.78M -$343K -2,174 -11%
CWS
431
Confluence Wealth Services
Pennsylvania
$2.76M -$27.6K -175 -1%
CWA
432
Cornerstone Wealth Advisors
Minnesota
$2.76M -$49.7K -315 -2%
AWA
433
Arete Wealth Advisors
Illinois
$2.74M -$462K -2,927 -14%
OWM
434
Opes Wealth Management
California
$2.72M -$93.8K -594 -3%
CWM
435
Castle Wealth Management
Florida
$2.71M -$51.3K -325 -2%
NP
436
NorthRock Partners
Minnesota
$2.71M -$201K -1,275 -7%
PWM
437
Perigon Wealth Management
California
$2.7M +$366K +2,317 +16%
1IA
438
1834 Investment Advisors
Wisconsin
$2.7M -$302K -1,915 -10%
SG Americas Securities
439
SG Americas Securities
New York
$2.68M +$137K +869 +5%
ACA
440
Anchor Capital Advisors
Massachusetts
$2.65M -$634K -4,016 -19%
BTI
441
Blue Trust Inc
Georgia
$2.65M -$28.8K -189 -1%
EWM
442
Evermay Wealth Management
Virginia
$2.65M +$5.21K +33 +0.2%
CA
443
Clearstead Advisors
Ohio
$2.64M +$14.7K +93 +0.6%
ZB
444
Zions Bancorporation
Utah
$2.63M -$120K -762 -4%
AWM
445
AE Wealth Management
Kansas
$2.63M -$1.28M -8,139 -33%
AWM
446
Aprio Wealth Management
Georgia
$2.63M -$13.9K -88 -0.5%
PO
447
Private Ocean
California
$2.61M +$789 +5 +0%
Dodge & Cox
448
Dodge & Cox
California
$2.53M +$1.74M +11,000 +220%
SCA
449
Stillwater Capital Advisors
Pennsylvania
$2.52M +$152K +965 +6%
FFM
450
Forum Financial Management
Illinois
$2.51M +$125K +793 +5%
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