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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 %
National Bank of Canada
501
National Bank of Canada
Quebec, Canada
$2.01M -$1.5K -10 -0.1%
T. Rowe Price Associates
502
T. Rowe Price Associates
Maryland
$2M +$214K +1,408 +12%
MFC
503
Morris Financial Concepts
South Carolina
$2M -$9.87K -65 -0.5%
WP
504
WealthShield Partners
North Carolina
$1.99M +$128K +836 +7%
UL
505
Unionview LLC
Washington
$1.98M +$249K +1,641 +14%
IFPG
506
Intrepid Financial Planning Group
Indiana
$1.97M -$16.7K -110 -0.8%
NAM
507
NTV Asset Management
West Virginia
$1.94M -$202K -1,328 -9%
AF
508
Affiance Financial
Minnesota
$1.94M -$738K -4,863 -28%
FPAS
509
Focus Partners Advisor Solutions
Missouri
$1.9M -$21.4K -141 -1%
BAM
510
Berkshire Asset Management
Pennsylvania
$1.89M -$199K -1,309 -10%
NRC
511
New Republic Capital
North Carolina
$1.88M -$273K -1,793 -13%
SW
512
Simplicity Wealth
New Jersey
$1.88M +$8.65K +57 +0.5%
FLPIM
513
F.L. Putnam Investment Management
Massachusetts
$1.86M -$92.9K -612 -5%
AB
514
Atlas Brown
Kentucky
$1.86M +$14K +92 +0.8%
NFC
515
Northeast Financial Consultants
Connecticut
$1.83M – – –
SPC
516
Sigma Planning Corp
Michigan
$1.82M +$275K +1,813 +18%
LSA
517
Lion Street Advisors
Texas
$1.82M -$212K -1,394 -10%
FWP
518
FAS Wealth Partners
Kansas
$1.82M -$1.52K -10 -0.1%
PFM
519
Phillips Financial Management
Indiana
$1.81M -$27.8K -183 -2%
OPCM
520
Osborne Partners Capital Management
California
$1.81M – – –
MAM
521
MMA Asset Management
Pennsylvania
$1.8M -$39K -257 -2%
Diamond Hill Capital Management
522
Diamond Hill Capital Management
Ohio
$1.78M -$1.17M -7,713 -40%
ZB
523
Zions Bancorporation
Utah
$1.77M -$761K -5,013 -30%
BCM
524
Becker Capital Management
Oregon
$1.75M +$916K +5,996 +109%
WDG
525
Wealth Dimensions Group
Ohio
$1.74M +$88.4K +582 +5%
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