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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 %
KCM
476
Kanawha Capital Management
Virginia
$2.09M +$16.7K +110 +0.8%
National Bank of Canada
477
National Bank of Canada
Quebec, Canada
$2.09M -$12.2K -80 -0.6%
FFG
478
Fullen Financial Group
Ohio
$2.07M -$26.4K -171 -1%
WAL
479
W Advisors LLC
Tennessee
$2.07M -$478K -3,141 -19%
AIP
480
Almanack Investment Partners
Pennsylvania
$2.06M -$32K -210 -2%
CWM
481
Cahaba Wealth Management
Georgia
$2.05M -$143K -937 -7%
FDCC
482
Foster Dykema Cabot & Co
Massachusetts
$2.04M – – –
MFC
483
Morris Financial Concepts
South Carolina
$2.03M -$82.2K -540 -4%
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$2M -$17.6M -115,442 -90%
IFPG
485
Intrepid Financial Planning Group
Indiana
$2M -$88.3K -580 -4%
DSC
486
Donald Smith & Co
New York
$1.98M +$1.98M +13,000 New
IIC
487
Ironwood Investment Counsel
Arizona
$1.97M +$10.1K +66 +0.5%
AB
488
Atlas Brown
Kentucky
$1.93M -$90.9K -597 -4%
GA
489
GFS Advisors
Texas
$1.93M -$74.2K -487 -4%
NFC
490
Northeast Financial Consultants
Connecticut
$1.93M – – –
FPAS
491
Focus Partners Advisor Solutions
Missouri
$1.93M -$391K -2,565 -17%
VWA
492
V Wealth Advisors
Kansas
$1.91M -$10K -66 -0.5%
GBT
493
Grove Bank & Trust
Florida
$1.91M +$51.5K +338 +3%
EIA
494
Eldridge Investment Advisors
New Hampshire
$1.9M +$55K +361 +3%
VCA
495
Verdence Capital Advisors
Maryland
$1.87M +$58.2K +382 +3%
PFM
496
Phillips Financial Management
Indiana
$1.85M -$14K -92 -0.8%
SFG
497
Summit Financial Group
West Virginia
$1.85M – – –
RMC
498
Resources Management Corp
Connecticut
$1.84M +$1.83M +17,749 +26,101%
WP
499
WealthShield Partners
North Carolina
$1.84M -$538K -3,531 -23%
RA
500
RFG Advisory
Alabama
$1.84M +$963K +6,326 +110%
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