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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 %
NAM
476
NTV Asset Management
West Virginia
$2.23M +$13.6K +86 +0.6%
IWP
477
Invenio Wealth Partners
Florida
$2.2M +$2.2M +13,959 New
MFWP
478
Mosaic Family Wealth Partners
Missouri
$2.2M -$44.7K -283 -2%
LSA
479
Lion Street Advisors
Texas
$2.2M +$1.34M +8,144 +156%
WAG
480
Winthrop Advisory Group
Massachusetts
$2.19M -$214K -1,355 -9%
CG
481
Caprock Group
Idaho
$2.18M – – –
GWWM
482
Great Waters Wealth Management
Minnesota
$2.18M -$42K -266 -2%
BAM
483
Berkshire Asset Management
Pennsylvania
$2.17M -$155K -980 -7%
SFS
484
Sowell Financial Services
Arkansas
$2.16M -$1.71M -10,813 -44%
KWM
485
Kingsview Wealth Management
Oregon
$2.15M -$253K -1,601 -10%
KCM
486
Kanawha Capital Management
Virginia
$2.15M -$15.8K -100 -0.7%
EWM
487
Evercore Wealth Management
New York
$2.15M -$35.2K -223 -2%
WAL
488
W Advisors LLC
Tennessee
$2.15M – – –
CWM
489
Cahaba Wealth Management
Georgia
$2.13M +$7.42K +47 +0.3%
National Bank of Canada
490
National Bank of Canada
Quebec, Canada
$2.12M -$50.6K -320 -2%
FDCC
491
Foster Dykema Cabot & Co
Massachusetts
$2.11M -$5.21K -33 -0.2%
PGFC
492
Peapack-Gladstone Financial Corp
New Jersey
$2.1M -$1.11M -7,040 -35%
AIP
493
Almanack Investment Partners
Pennsylvania
$2.1M -$39.8K -252 -2%
MFC
494
Morris Financial Concepts
South Carolina
$2.08M -$23.5K -149 -1%
IFPG
495
Intrepid Financial Planning Group
Indiana
$2.06M -$6.63K -42 -0.3%
IIC
496
Ironwood Investment Counsel
Arizona
$2.04M -$3.47K -22 -0.2%
HF
497
Halpern Financial
Virginia
$2.03M -$1.34M -8,500 -40%
FLPIM
498
F.L. Putnam Investment Management
Massachusetts
$2.03M -$421K -2,667 -17%
FPAS
499
Focus Partners Advisor Solutions
Missouri
$2M +$789 +5 +0%
CS
500
Credit Suisse
Switzerland
$2M -$2.26M -14,320 -53%
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