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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 %
KWM
451
Kingsview Wealth Management
Oregon
$2.32M -$5.97M -39,204 -72%
WAG
452
Winthrop Advisory Group
Massachusetts
$2.32M -$6.55K -43 -0.3%
AIM
453
Allen Investment Management
New York
$2.31M – – –
FFM
454
Forum Financial Management
Illinois
$2.3M -$69.3K -455 -3%
SCA
455
Stillwater Capital Advisors
Pennsylvania
$2.29M +$88.3K +580 +4%
BTW
456
Boston Trust Walden
Massachusetts
$2.26M -$133K -875 -6%
PWM
457
Perigon Wealth Management
California
$2.25M -$97.8K -642 -4%
BAM
458
Berkshire Asset Management
Pennsylvania
$2.24M -$1.35M -8,885 -38%
CWM
459
ClientFirst Wealth Management
Arkansas
$2.23M – – –
AGP
460
Autumn Glory Partners
Texas
$2.23M – – –
FFA
461
Founders Financial Alliance
North Carolina
$2.22M +$4.88K +32 +0.2%
PFA
462
Pathway Financial Advisors
Vermont
$2.22M – – –
IWP
463
Icon Wealth Partners
Texas
$2.21M +$2.21M +14,482 New
NB
464
Nicolet Bankshares
Wisconsin
$2.19M +$64.7K +425 +3%
MFWP
465
Mosaic Family Wealth Partners
Missouri
$2.17M -$141K -924 -6%
IAA
466
Ironsides Asset Advisors
North Carolina
$2.17M – – –
SBWIC
467
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.17M – – –
GWWM
468
Great Waters Wealth Management
Minnesota
$2.17M -$138K -894 -6%
NRC
469
New Republic Capital
North Carolina
$2.15M -$265K -1,742 -11%
NAM
470
NTV Asset Management
West Virginia
$2.14M +$15.2K +100 +0.7%
MPPLM
471
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.13M +$30.3K +199 +1%
SAM
472
Stone Asset Management
Texas
$2.11M -$5.22M -34,301 -71%
EWM
473
Evercore Wealth Management
New York
$2.1M +$45.5K +299 +2%
CG
474
Caprock Group
Idaho
$2.1M -$2.06M -13,525 -50%
WS
475
Wedbush Securities
California
$2.09M +$120K +785 +6%
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