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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 %
HIA
426
Harbor Investment Advisory
Maryland
$2.92M – – –
SSA
427
Schonfeld Strategic Advisors
New York
$2.92M +$2.92M +19,216 New
NCM
428
Next Capital Management
New York
$2.92M +$93.3K +614 +3%
BB
429
Busey Bank
Illinois
$2.92M +$38.1K +251 +1%
SLT
430
St Louis Trust
Missouri
$2.89M – – –
Nomura Asset Management
431
Nomura Asset Management
Japan
$2.84M – – –
JBA
432
Johnson Bixby & Associates
Washington
$2.79M -$440K -2,899 -14%
NS
433
NBC Securities
Alabama
$2.79M +$2.79M +18,374 New
SWA
434
SOA Wealth Advisors
New York
$2.76M -$61.8K -407 -2%
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$2.74M -$8.2K -54 -0.3%
AWM
436
AE Wealth Management
Kansas
$2.73M +$201K +1,327 +8%
ACA
437
Affinity Capital Advisors
California
$2.73M -$39.8K -262 -1%
BTI
438
Blue Trust Inc
Georgia
$2.72M -$33.1K -210 -1%
BRWA
439
B. Riley Wealth Advisors
Florida
$2.7M -$250K -1,638 -8%
FMC
440
First Merchants Corp
Indiana
$2.69M -$7.59K -50 -0.3%
GT
441
Glenview Trust
Kentucky
$2.63M -$617K -4,065 -19%
1IA
442
1834 Investment Advisors
Wisconsin
$2.62M +$27K +178 +1%
CWA
443
Cornerstone Wealth Advisors
Minnesota
$2.62M -$36.4K -240 -1%
NP
444
NorthRock Partners
Minnesota
$2.62M +$11.2K +74 +0.4%
KWM
445
Kingsview Wealth Management
Oregon
$2.59M +$513K +3,379 +25%
CWS
446
Confluence Wealth Services
Pennsylvania
$2.57M -$88.7K -584 -3%
AWM
447
Aprio Wealth Management
Georgia
$2.53M – – –
EWM
448
Evermay Wealth Management
Virginia
$2.52M -$43.7K -286 -2%
PO
449
Private Ocean
California
$2.51M -$1.82K -12 -0.1%
GA
450
GFS Advisors
Texas
$2.5M +$665K +4,383 +36%
16 17
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