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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 %
FT
526
Fiduciary Trust
Massachusetts
$1.64M -$8.68K -57 -0.5%
CAM
527
Carret Asset Management
New York
$1.64M +$152 +1 +0%
VFP
528
Verus Financial Partners
Virginia
$1.62M +$1.79K +12 +0.1%
NLG
529
New Legacy Group
New York
$1.62M – – –
MWA
530
Monograph Wealth Advisors
California
$1.62M -$197K -1,295 -11%
CFG
531
Cooper Financial Group
California
$1.62M -$78.6K -516 -5%
BFA
532
Benedict Financial Advisors
Georgia
$1.61M -$4.57K -30 -0.3%
CFG
533
Citizens Financial Group
Rhode Island
$1.6M -$609 -4 -0%
RLIM
534
Red Lighthouse Investment Management
New York
$1.6M – – –
KF
535
Krilogy Financial
Missouri
$1.59M +$960K +6,307 +152%
SXL
536
Summit X LLC
Missouri
$1.59M -$14.7M -96,878 -90%
ATC
537
Argent Trust Co
Tennessee
$1.59M -$439K -2,885 -22%
TSW
538
Thompson Siegel & Walmsley
Virginia
$1.58M -$9.89K -65 -0.6%
CT
539
Coastline Trust
Rhode Island
$1.57M -$391K -2,568 -20%
AWM
540
Arista Wealth Management
Nevada
$1.56M -$172K -1,128 -10%
PPC
541
Park Place Capital
Alabama
$1.56M -$908K -5,961 -37%
DFS
542
Dixon Fnancial Services
California
$1.55M – – –
EI
543
Ellevest Inc
New York
$1.55M +$2.44K +16 +0.2%
AWM
544
Angeles Wealth Management
California
$1.53M – – –
JIR
545
James Investment Research
Ohio
$1.53M +$1.83K +12 +0.1%
BP
546
BBR Partners
New York
$1.53M – – –
CG
547
Clifford Group
Massachusetts
$1.53M -$78.1K -513 -5%
PA
548
Pinnacle Associates
New York
$1.52M +$170K +1,114 +13%
BCM
549
Brookstone Capital Management
Illinois
$1.51M +$180K +1,162 +14%
MIM
550
Miller Investment Management
Pennsylvania
$1.5M – – –
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