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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 %
TFA
526
Tobias Financial Advisors
Florida
$1.73M -$28.5K -188 -2%
MWP
527
MYCIO Wealth Partners
Pennsylvania
$1.7M – – –
CWA
528
CJM Wealth Advisers
Virginia
$1.7M +$2.43K +16 +0.1%
SFG
529
Summit Financial Group
West Virginia
$1.7M -$187K -1,230 -10%
WFA
530
WestHill Financial Advisors
California
$1.69M -$11.2K -74 -0.7%
FFA
531
First Foundation Advisors
California
$1.69M +$660K +4,348 +64%
CCP
532
Carmel Capital Partners
California
$1.69M +$1.69M +11,127 New
VW
533
Vance Wealth
California
$1.67M +$32.3K +213 +2%
CS
534
Credit Suisse
Switzerland
$1.67M -$250K -1,645 -13%
GJIA
535
Glass Jacobson Investment Advisors
Maryland
$1.67M -$16.4K -108 -1%
JIC
536
Joel Isaacson & Co
New York
$1.66M +$25.5K +168 +2%
BDFN
537
Bond & Devick Financial Network
Minnesota
$1.66M +$9.57K +63 +0.6%
FT
538
Fiduciary Trust
Massachusetts
$1.65M +$78.9K +520 +5%
TSW
539
Thompson Siegel & Walmsley
Virginia
$1.64M +$53.4K +352 +3%
EI
540
Ellevest Inc
New York
$1.63M – – –
CAM
541
Carret Asset Management
New York
$1.63M +$1.22K +8 +0.1%
MWA
542
Monograph Wealth Advisors
California
$1.62M – – –
NLG
543
New Legacy Group
New York
$1.61M – – –
VFP
544
Verus Financial Partners
Virginia
$1.61M +$150 +1 +0%
GC
545
Grimes & Company
Massachusetts
$1.61M +$99.6K +656 +7%
EIA
546
Eldridge Investment Advisors
New Hampshire
$1.6M -$306K -2,014 -16%
FMWA
547
Forvis Mazars Wealth Advisors
Missouri
$1.6M +$84K +553 +6%
ML
548
McAdam LLC
Pennsylvania
$1.59M -$79.6K -524 -5%
PP
549
Prosperity Planning
Missouri
$1.59M -$44.3K -292 -3%
FPF
550
First Pacific Financial
Washington
$1.58M – – –
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