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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 %
AWM
551
Angeles Wealth Management
California
$1.59M – – –
BP
552
BBR Partners
New York
$1.59M – – –
FMWA
553
Forvis Mazars Wealth Advisors
Missouri
$1.57M -$232K -1,469 -13%
GC
554
Grimes & Company
Massachusetts
$1.57M +$53.3K +338 +4%
RWA
555
Ropes Wealth Advisors
Massachusetts
$1.56M +$182K +1,156 +13%
BFA
556
Benedict Financial Advisors
Georgia
$1.56M -$109K -691 -7%
DWM
557
Darwin Wealth Management
Florida
$1.56M +$284K +1,788 +22%
MIM
558
Miller Investment Management
Pennsylvania
$1.56M – – –
SFS
559
Summit Financial Strategies
Ohio
$1.55M – – –
GG
560
GenWealth Group
New Jersey
$1.55M – – –
CT
561
Coastline Trust
Rhode Island
$1.54M -$81.8K -518 -5%
SXL
562
Summit X LLC
Missouri
$1.54M -$107K -680 -7%
EPA
563
Element Pointe Advisors
Florida
$1.54M – – –
WS
564
Wedbush Securities
California
$1.54M -$632K -4,004 -29%
HH
565
Hilltop Holdings
Texas
$1.54M -$14.4K -91 -0.9%
PPC
566
Park Place Capital
Alabama
$1.53M -$81.1K -514 -5%
AWA
567
Aaron Wealth Advisors
Illinois
$1.53M – – –
MCA
568
Maryland Capital Advisors
Maryland
$1.52M -$9.15K -58 -0.6%
CG
569
Clifford Group
Massachusetts
$1.52M -$64.1K -406 -4%
API
570
Advisor Partners II
California
$1.52M +$1.52M +9,628 New
EFS
571
Essex Financial Services
Connecticut
$1.52M +$40.1K +254 +3%
VCP
572
Vista Capital Partners
Oregon
$1.52M – – –
AWA
573
Arkadios Wealth Advisors
Georgia
$1.51M +$264K +1,674 +21%
LGG
574
Luts & Greenleigh Group
Maryland
$1.51M +$70.2K +445 +5%
GF
575
Gries Financial
Ohio
$1.51M +$23.4K +148 +2%
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