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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 %
EIA
501
Eldridge Investment Advisors
New Hampshire
$1.98M +$8.05K +51 +0.4%
SFG
502
Summit Financial Group
West Virginia
$1.96M +$43.1K +273 +2%
GBT
503
Grove Bank & Trust
Florida
$1.95M -$27K -171 -1%
VCA
504
Verdence Capital Advisors
Maryland
$1.95M +$13.6K +86 +0.7%
SW
505
Simplicity Wealth
New Jersey
$1.94M +$612K +3,876 +46%
WP
506
WealthShield Partners
North Carolina
$1.92M +$13.9K +88 +0.7%
AB
507
Atlas Brown
Kentucky
$1.92M -$87.4K -554 -4%
PFM
508
Phillips Financial Management
Indiana
$1.92M -$4.1K -26 -0.2%
MAM
509
MMA Asset Management
Pennsylvania
$1.91M +$1.05M +6,643 +121%
GA
510
GFS Advisors
Texas
$1.91M -$92.5K -586 -5%
VWA
511
V Wealth Advisors
Kansas
$1.91M -$77K -488 -4%
AssetMark Inc
512
AssetMark Inc
California
$1.91M +$1.82M +11,513 +2,031%
NFC
513
Northeast Financial Consultants
Connecticut
$1.9M -$99K -627 -5%
FWP
514
FAS Wealth Partners
Kansas
$1.89M +$66K +418 +4%
OPCM
515
Osborne Partners Capital Management
California
$1.88M -$4.74K -30 -0.3%
T. Rowe Price Associates
516
T. Rowe Price Associates
Maryland
$1.85M – – –
TFA
517
Tobias Financial Advisors
Florida
$1.83M -$24.9K -158 -1%
VA
518
Valmark Advisers
Ohio
$1.83M -$10.7K -68 -0.6%
MFGP
519
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.82M +$3.63K +23 +0.2%
UL
520
Unionview LLC
Washington
$1.8M +$78.6K +498 +5%
FCH
521
Freestone Capital Holdings
Washington
$1.78M -$105K -666 -6%
WFA
522
WestHill Financial Advisors
California
$1.77M -$19.4K -123 -1%
MWP
523
MYCIO Wealth Partners
Pennsylvania
$1.77M +$2.05K +13 +0.1%
CWA
524
CJM Wealth Advisers
Virginia
$1.77M +$158 +1 +0%
ATC
525
Argent Trust Co
Tennessee
$1.75M +$108K +686 +7%
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