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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 %
CCM
451
Colorado Capital Management
Colorado
$2.51M -$13.7K -87 -0.5%
AA
452
Ancora Advisors
Ohio
$2.5M -$15.9K -101 -0.6%
EAM
453
Evanson Asset Management
California
$2.47M +$956K +6,056 +63%
BMCM
454
Bryn Mawr Capital Management
Pennsylvania
$2.44M -$88.7K -562 -4%
AI
455
Accredited Investors
Minnesota
$2.43M -$32.2K -204 -1%
WWM
456
Western Wealth Management
Colorado
$2.42M -$162K -1,028 -6%
AIM
457
Allen Investment Management
New York
$2.4M – – –
PA
458
Procyon Advisors
Connecticut
$2.39M -$443K -2,807 -16%
AA
459
AlphaCentric Advisors
Puerto Rico
$2.37M +$2.37M +15,005 New
MLM
460
Mount Lucas Management
Pennsylvania
$2.37M +$2.37M +15,005 New
DSC
461
Donald Smith & Co
New York
$2.37M +$316K +2,000 +15%
FHB
462
First Hawaiian Bank
Hawaii
$2.36M -$105K -668 -4%
BFG
463
Baron Financial Group
New Jersey
$2.35M -$143K -906 -6%
WSFS
464
Wilmington Savings Fund Society
Delaware
$2.35M -$191K -1,210 -8%
BTW
465
Boston Trust Walden
Massachusetts
$2.34M – – –
PFA
466
Pathway Financial Advisors
Vermont
$2.34M +$39.1K +248 +2%
CWM
467
ClientFirst Wealth Management
Arkansas
$2.32M – – –
FFA
468
Founders Financial Alliance
North Carolina
$2.3M +$5.68K +36 +0.2%
TCBWMS
469
Texas Capital Bank Wealth Management Services
Texas
$2.3M -$312K -1,978 -12%
AGP
470
Autumn Glory Partners
Texas
$2.29M -$20.4K -129 -0.9%
IWP
471
Icon Wealth Partners
Texas
$2.29M – – –
NB
472
Nicolet Bankshares
Wisconsin
$2.26M -$3.79K -24 -0.2%
IAA
473
Ironsides Asset Advisors
North Carolina
$2.25M – – –
SBWIC
474
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.24M – – –
NRC
475
New Republic Capital
North Carolina
$2.24M +$3.79K +24 +0.2%
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