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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 %
KCM
576
Kornitzer Capital Management
Kansas
$1.38M – – –
ACM
577
Alamar Capital Management
California
$1.38M +$197K +1,291 +17%
TWA
578
TCI Wealth Advisors
Arizona
$1.37M -$8.22K -54 -0.6%
FTUS
579
Flow Traders U.S.
New York
$1.37M -$6.77M -44,474 -83%
BAG
580
Briggs Advisory Group
Rhode Island
$1.37M – – –
FFC
581
First Financial Corp
Indiana
$1.37M -$343K -2,252 -20%
JIC
582
Joel Isaacson & Co
New York
$1.35M +$4.87K +32 +0.4%
TNA
583
True North Advisors
Texas
$1.34M +$34.9K +229 +3%
GFP
584
Gryphon Financial Partners
Ohio
$1.33M -$84.1K -552 -6%
RWA
585
Ropes Wealth Advisors
Massachusetts
$1.33M +$152 +1 +0%
JPG
586
Jordan Park Group
California
$1.33M +$1.33M +8,734 New
PTC
587
Private Trust Company
Ohio
$1.33M -$106K -699 -7%
LWCFA
588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M -$280K -1,839 -18%
KWS
589
Keystone Wealth Services
California
$1.31M +$2.13K +14 +0.2%
AFA
590
American Financial Advisors
Georgia
$1.31M -$10.2K -67 -0.8%
IB
591
Intrust Bank
Kansas
$1.3M -$46.1K -303 -3%
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$1.3M – – –
AHC
593
Anderson Hoagland & Co
Missouri
$1.3M – – –
BC
594
Barrett & Company
Rhode Island
$1.29M -$72.5K -476 -5%
CFM
595
Comprehensive Financial Management
California
$1.29M – – –
CT
596
Colonial Trust
South Carolina
$1.29M -$175K -1,151 -12%
FAIM
597
Financial Advocates Investment Management
Washington
$1.29M +$186K +1,227 +17%
SW
598
Simplicity Wealth
New Jersey
$1.28M +$862K +5,659 +204%
RW
599
RVW Wealth
California
$1.28M – – –
WCP
600
Wick Capital Partners
Pennsylvania
$1.28M -$200K -1,313 -14%
22 23
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