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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 %
WI
601
Wintrust Investments
Illinois
$1.27M -$11.9K -78 -0.9%
LFG
602
Larson Financial Group
Missouri
$1.27M +$14.3K +94 +1%
CWP
603
Cyndeo Wealth Partners
Florida
$1.27M -$178K -1,171 -12%
CGL
604
Clarius Group LLC
Washington
$1.26M – – –
CAMG
605
CWA Asset Management Group
Florida
$1.26M +$45.4K +298 +4%
PFA
606
Pure Financial Advisors
California
$1.26M -$7.16K -47 -0.6%
EWA
607
EverSource Wealth Advisors
Alabama
$1.25M +$102K +669 +9%
DWM
608
Darwin Wealth Management
Florida
$1.25M +$9.77K +63 +0.8%
MHS
609
M Holdings Securities
Oregon
$1.24M +$14K +92 +1%
SVWAG
610
Sound View Wealth Advisors Group
Georgia
$1.24M +$21.6K +142 +2%
IAIM
611
International Assets Investment Management
Florida
$1.24M +$196K +1,284 +19%
DFA
612
DHK Financial Advisors
New Hampshire
$1.24M – – –
VCM
613
Virtue Capital Management
Tennessee
$1.24M -$504K -3,347 -29%
NPF
614
Norris Perne & French
Michigan
$1.23M -$4.57K -30 -0.4%
ES
615
Eagle Strategies
New York
$1.23M -$2.74K -18 -0.2%
NLP
616
Next Level Private
New York
$1.21M +$457 +3 +0%
NFG
617
Nations Financial Group
Iowa
$1.21M +$4.11K +27 +0.3%
VW
618
Vance Wealth
California
$1.21M +$2.13K +14 +0.2%
AWA
619
Arkadios Wealth Advisors
Georgia
$1.2M -$1.9M -12,486 -61%
TNBTD
620
Trustmark National Bank Trust Department
Mississippi
$1.2M -$5.67M -37,262 -83%
PFP
621
Paragon Financial Partners
California
$1.2M -$20.3K -133 -2%
LAM
622
Lakewood Asset Management
Illinois
$1.19M +$457 +3 +0%
DWM
623
Dakota Wealth Management
Florida
$1.18M -$53.9K -354 -4%
KFI
624
Key Financial Inc
Pennsylvania
$1.17M +$406K +2,664 +53%
RFG
625
RFP Financial Group
Georgia
$1.16M – – –
23 24
25
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