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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
+$244M
2
Comerica Bank
Comerica Bank
Texas
+$148M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$95.6M
4
CWM
Circle Wealth Management
New Jersey
+$94.2M
5
AIA
Alera Investment Advisors
Illinois
+$68.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$610M
2
American Century Companies
American Century Companies
Missouri
-$122M
3
Wells Fargo
Wells Fargo
California
-$81.6M
4
RRAM
River Road Asset Management
Kentucky
-$70.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGP
476
Autumn Glory Partners
Texas
$2.21M +$5.16K +34 +0.2%
TCBWMS
477
Texas Capital Bank Wealth Management Services
Texas
$2.21M – – –
CWM
478
ClientFirst Wealth Management
Arkansas
$2.2M – – –
IWP
479
Icon Wealth Partners
Texas
$2.2M – – –
PWM
480
PRW Wealth Management
Massachusetts
$2.19M +$2.19M +15,071 New
IAA
481
Ironsides Asset Advisors
North Carolina
$2.16M – – –
SBWIC
482
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.16M – – –
AA
483
AlphaCentric Advisors
Puerto Rico
$2.15M -$123K -812 -5%
MLM
484
Mount Lucas Management
Pennsylvania
$2.15M -$123K -812 -5%
WAG
485
Winthrop Advisory Group
Massachusetts
$2.14M +$20.9K +137 +1%
MFWP
486
Mosaic Family Wealth Partners
Missouri
$2.12M – – –
CG
487
Caprock Group
Idaho
$2.11M -$1.07K -7 -0.1%
HF
488
Halpern Financial
Virginia
$2.1M +$147K +967 +8%
WAL
489
W Advisors LLC
Tennessee
$2.09M +$29.6K +195 +1%
PGFC
490
Peapack-Gladstone Financial Corp
New Jersey
$2.09M +$69.4K +457 +3%
AIP
491
Almanack Investment Partners
Pennsylvania
$2.07M +$48K +316 +2%
GWWM
492
Great Waters Wealth Management
Minnesota
$2.06M -$4.64K -31 -0.2%
NB
493
Nicolet Bankshares
Wisconsin
$2.05M -$122K -805 -6%
CG
494
Cutler Group
California
$2.05M +$1.99M +13,125 +3,281%
KCM
495
Kanawha Capital Management
Virginia
$2.05M -$19K -125 -0.9%
EWM
496
Evercore Wealth Management
New York
$2.05M -$14.1K -93 -0.7%
IIC
497
Ironwood Investment Counsel
Arizona
$2.05M – – –
EFS
498
Essex Financial Services
Connecticut
$2.03M +$569K +3,749 +39%
FDCC
499
Foster Dykema Cabot & Co
Massachusetts
$2.03M – – –
CWM
500
Cahaba Wealth Management
Georgia
$2.02M -$34.5K -227 -2%
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