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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 %
GJIA
526
Glass Jacobson Investment Advisors
Maryland
$1.75M +$1.75M +11,083 New
VFP
527
Verus Financial Partners
Virginia
$1.75M -$22K -135 -1%
ML
528
McAdam LLC
Pennsylvania
$1.74M -$70.5K -447 -4%
WDG
529
Wealth Dimensions Group
Ohio
$1.72M -$4.26K -27 -0.2%
BDFN
530
Bond & Devick Financial Network
Minnesota
$1.71M – – –
VW
531
Vance Wealth
California
$1.7M +$450K +2,852 +36%
PP
532
Prosperity Planning
Missouri
$1.7M – – –
JIC
533
Joel Isaacson & Co
New York
$1.7M +$299K +1,895 +21%
PA
534
Pinnacle Associates
New York
$1.7M +$123K +777 +8%
EI
535
Ellevest Inc
New York
$1.7M +$94.1K +596 +6%
CAM
536
Carret Asset Management
New York
$1.7M +$158 +1 +0%
NLG
537
New Legacy Group
New York
$1.68M – – –
MWA
538
Monograph Wealth Advisors
California
$1.68M – – –
CFG
539
Cooper Financial Group
California
$1.66M -$19.3K -122 -1%
RLIM
540
Red Lighthouse Investment Management
New York
$1.65M – – –
TSW
541
Thompson Siegel & Walmsley
Virginia
$1.65M +$9.94K +63 +0.6%
FPF
542
First Pacific Financial
Washington
$1.64M +$95.2K +603 +6%
SFA
543
Seneca Financial Advisors
New York
$1.64M -$199K -1,260 -11%
FT
544
Fiduciary Trust
Massachusetts
$1.64M -$66.3K -420 -4%
PA
545
Parkside Advisors
California
$1.62M -$103K -652 -6%
STA
546
Summit Trail Advisors
New York
$1.62M +$817K +5,179 +102%
AWM
547
Arista Wealth Management
Nevada
$1.62M – – –
DFS
548
Dixon Fnancial Services
California
$1.61M – – –
RCM
549
RNC Capital Management
California
$1.61M +$142K +900 +10%
SPC
550
Sigma Planning Corp
Michigan
$1.61M -$164K -1,038 -9%
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