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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 %
MCA
576
Maryland Capital Advisors
Maryland
$1.46M -$5.47K -36 -0.4%
WS
577
Wedbush Securities
California
$1.46M -$24K -158 -2%
Legal & General Group
578
Legal & General Group
United Kingdom
$1.45M -$2.46M -16,200 -63%
CG
579
Clifford Group
Massachusetts
$1.45M -$10.3K -68 -0.7%
LWCFA
580
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M – – –
CA
581
CGN Advisors
Kansas
$1.43M +$748K +4,928 +110%
BSSFA
582
Baron Silver Stevens Financial Advisors
Florida
$1.42M -$7.89K -52 -0.6%
BFA
583
Benedict Financial Advisors
Georgia
$1.42M -$85.9K -566 -6%
LDB
584
Lee, Danner & Bass
Tennessee
$1.42M – – –
RLIM
585
Red Lighthouse Investment Management
New York
$1.41M -$184K -1,212 -12%
AP
586
Adero Partners
California
$1.41M -$9.41K -62 -0.7%
NFG
587
Nations Financial Group
Iowa
$1.4M +$218K +1,438 +18%
CFA
588
Cahill Financial Advisors
Minnesota
$1.39M -$34.9K -230 -2%
AIM
589
Anchor Investment Management
South Carolina
$1.38M -$7.59K -50 -0.5%
ACM
590
Alamar Capital Management
California
$1.37M -$3.04K -20 -0.2%
SC
591
Steph & Co
Wisconsin
$1.36M -$18.1K -119 -1%
BAG
592
Briggs Advisory Group
Rhode Island
$1.36M – – –
MCM
593
Mattern Capital Management
Colorado
$1.35M +$1.35M +8,871 New
CT
594
Coastline Trust
Rhode Island
$1.34M -$145K -956 -10%
BC
595
Barrett & Company
Rhode Island
$1.33M +$1.52K +10 +0.1%
PFA
596
Pure Financial Advisors
California
$1.33M +$48.1K +317 +4%
RWA
597
Ropes Wealth Advisors
Massachusetts
$1.33M -$177K -1,163 -12%
VCM
598
Virtue Capital Management
Tennessee
$1.33M – – –
JPG
599
Jordan Park Group
California
$1.32M – – –
NL
600
NWAM LLC
Washington
$1.32M -$5.9M -38,827 -82%
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