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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 %
CAC
501
Certified Advisory Corp
Florida
$1.83M -$7.31K -48 -0.4%
FCH
502
Freestone Capital Holdings
Washington
$1.82M +$2.13K +14 +0.1%
OPCM
503
Osborne Partners Capital Management
California
$1.82M – – –
SI
504
Saxon Interests
Texas
$1.82M -$263K -1,727 -13%
Susquehanna International Group
505
Susquehanna International Group
Pennsylvania
$1.8M +$1.8M +11,848 New
PWM
506
PRW Wealth Management
Massachusetts
$1.8M +$1.8M +11,625 New
TFA
507
Tobias Financial Advisors
Florida
$1.79M -$231K -1,517 -11%
T. Rowe Price Associates
508
T. Rowe Price Associates
Maryland
$1.79M – – –
VA
509
Valmark Advisers
Ohio
$1.78M +$228K +1,497 +15%
SFA
510
Seneca Financial Advisors
New York
$1.77M +$233K +1,533 +15%
FWP
511
FAS Wealth Partners
Kansas
$1.76M +$23.9K +157 +1%
MFGP
512
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.75M -$61.7K -405 -3%
ML
513
McAdam LLC
Pennsylvania
$1.75M +$1.75M +11,468 New
FMWA
514
Forvis Mazars Wealth Advisors
Missouri
$1.74M -$15M -98,566 -90%
WFA
515
WestHill Financial Advisors
California
$1.73M -$25.1K -165 -1%
SPC
516
Sigma Planning Corp
Michigan
$1.71M +$323K +2,123 +23%
MWP
517
MYCIO Wealth Partners
Pennsylvania
$1.7M +$2.44K +16 +0.1%
CWA
518
CJM Wealth Advisers
Virginia
$1.7M – – –
Legal & General Group
519
Legal & General Group
United Kingdom
$1.69M -$1.53M -10,050 -48%
TSS
520
Two Sigma Securities
New York
$1.68M +$1.68M +11,028 New
PA
521
Parkside Advisors
California
$1.66M -$53.1K -349 -3%
UL
522
Unionview LLC
Washington
$1.66M +$108K +710 +7%
WDG
523
Wealth Dimensions Group
Ohio
$1.66M +$457 +3 +0%
BDFN
524
Bond & Devick Financial Network
Minnesota
$1.65M +$19K +125 +1%
PP
525
Prosperity Planning
Missouri
$1.64M -$2.89K -19 -0.2%
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