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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 %
CFA
551
Cahill Financial Advisors
Minnesota
$1.5M -$16.1K -106 -1%
HH
552
Hilltop Holdings
Texas
$1.5M -$4.19M -27,490 -74%
SFS
553
Summit Financial Strategies
Ohio
$1.5M – – –
GG
554
GenWealth Group
New Jersey
$1.49M -$13.4K -88 -0.9%
FPF
555
First Pacific Financial
Washington
$1.49M +$7.46K +49 +0.5%
EPA
556
Element Pointe Advisors
Florida
$1.49M – – –
MCA
557
Maryland Capital Advisors
Maryland
$1.48M -$39.9K -262 -3%
AWA
558
Aaron Wealth Advisors
Illinois
$1.48M -$42.9K -282 -3%
GLA
559
Great Lakes Advisors
Illinois
$1.46M -$7.15M -46,968 -83%
VCP
560
Vista Capital Partners
Oregon
$1.46M – – –
LFAS
561
Level Four Advisory Services
Texas
$1.46M -$262K -1,720 -15%
GC
562
Grimes & Company
Massachusetts
$1.46M +$129K +845 +10%
EAM
563
Evanson Asset Management
California
$1.46M +$152 +1 +0%
AI
564
Atria Investments
North Carolina
$1.45M -$5.77M -37,919 -80%
SC
565
Steph & Co
Wisconsin
$1.44M -$16K -105 -1%
GF
566
Gries Financial
Ohio
$1.43M +$6.24K +41 +0.4%
HS
567
Horan Securities
United States
$1.43M +$6.85K +45 +0.5%
EFS
568
Essex Financial Services
Connecticut
$1.43M -$167K -1,098 -10%
AP
569
Adero Partners
California
$1.42M -$39K -256 -3%
AIM
570
Anchor Investment Management
South Carolina
$1.42M +$152 +1 +0%
RCM
571
RNC Capital Management
California
$1.42M -$35.1M -230,615 -96%
WLPWM
572
Walled Lake Planning & Wealth Management
Illinois
$1.41M -$128K -841 -8%
BSSFA
573
Baron Silver Stevens Financial Advisors
Florida
$1.4M – – –
LDB
574
Lee, Danner & Bass
Tennessee
$1.39M – – –
LGG
575
Luts & Greenleigh Group
Maryland
$1.39M +$108K +707 +8%
21 22
23
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