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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 %
LWCFA
576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.5M +$135K +858 +10%
WLPWM
577
Walled Lake Planning & Wealth Management
Illinois
$1.49M +$31.9K +202 +2%
BSSFA
578
Baron Silver Stevens Financial Advisors
Florida
$1.48M +$35.5K +225 +2%
CFA
579
Cahill Financial Advisors
Minnesota
$1.48M -$74.3K -471 -5%
HS
580
Horan Securities
United States
$1.48M -$789 -5 -0.1%
AWM
581
Apollon Wealth Management
South Carolina
$1.48M +$597K +3,782 +68%
AP
582
Adero Partners
California
$1.47M – – –
LDB
583
Lee, Danner & Bass
Tennessee
$1.47M +$26K +165 +2%
AIM
584
Anchor Investment Management
South Carolina
$1.44M -$29K -184 -2%
CSPAM
585
Cary Street Partners Asset Management
Virginia
$1.44M +$813K +5,150 +130%
SC
586
Steph & Co
Wisconsin
$1.43M -$58.2K -369 -4%
ACM
587
Alamar Capital Management
California
$1.43M – – –
TWA
588
TCI Wealth Advisors
Arizona
$1.42M -$3.16K -20 -0.2%
BAG
589
Briggs Advisory Group
Rhode Island
$1.41M -$11K -70 -0.8%
LFAS
590
Level Four Advisory Services
Texas
$1.39M -$128K -812 -8%
BC
591
Barrett & Company
Rhode Island
$1.38M +$39.6K +251 +3%
GFP
592
Gryphon Financial Partners
Ohio
$1.38M -$3.47K -22 -0.3%
ES
593
Eagle Strategies
New York
$1.38M +$107K +680 +8%
BCM
594
Brookstone Capital Management
Illinois
$1.38M -$141K -906 -9%
JPG
595
Jordan Park Group
California
$1.37M -$5.05K -32 -0.4%
GLA
596
Great Lakes Advisors
Illinois
$1.37M -$145K -919 -10%
PTC
597
Private Trust Company
Ohio
$1.37M -$5.84K -37 -0.4%
EWA
598
EverSource Wealth Advisors
Alabama
$1.36M +$64.4K +408 +5%
WA
599
Wealth Alliance
New York
$1.36M +$1.36M +8,644 New
LA
600
Legacy Advisors
Pennsylvania
$1.36M +$871K +5,520 +179%
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