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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 %
KWS
601
Keystone Wealth Services
California
$1.36M +$1.89K +12 +0.1%
TNA
602
True North Advisors
Texas
$1.35M -$36.1K -229 -3%
AHC
603
Anderson Hoagland & Co
Missouri
$1.35M – – –
TP
604
Tranquility Partners
Tennessee
$1.34M +$692K +4,385 +107%
CT
605
Colonial Trust
South Carolina
$1.33M – – –
PFA
606
Pure Financial Advisors
California
$1.33M +$23.7K +150 +2%
VCM
607
Virtue Capital Management
Tennessee
$1.33M +$33.3K +211 +3%
CFG
608
Citizens Financial Group
Rhode Island
$1.32M -$344K -2,177 -21%
RDWM
609
Red Door Wealth Management
Tennessee
$1.31M +$930K +5,895 +243%
CGL
610
Clarius Group LLC
Washington
$1.31M – – –
IB
611
Intrust Bank
Kansas
$1.31M -$42.3K -268 -3%
AFA
612
American Financial Advisors
Georgia
$1.31M -$46.7K -296 -3%
SI
613
Saxon Interests
Texas
$1.3M -$579K -3,671 -31%
IAIM
614
International Assets Investment Management
Florida
$1.3M +$17.5K +111 +1%
RW
615
RVW Wealth
California
$1.3M -$31.3K -198 -2%
ADL
616
Asset Dedication LLC
California
$1.27M +$76.5K +484 +6%
LFG
617
Larson Financial Group
Missouri
$1.27M -$52.6K -333 -4%
SMA
618
Seven Mile Advisory
New Jersey
$1.26M +$1.26M +7,981 New
NLP
619
Next Level Private
New York
$1.25M +$472 +3 +0%
DWM
620
Dakota Wealth Management
Florida
$1.25M +$18.2K +115 +1%
SVWAG
621
Sound View Wealth Advisors Group
Georgia
$1.24M -$41.8K -265 -3%
PFP
622
Paragon Financial Partners
California
$1.24M +$1.74K +11 +0.1%
KCM
623
Kornitzer Capital Management
Kansas
$1.24M -$189K -1,200 -13%
PFC
624
Phocas Financial Corp
California
$1.24M +$201K +1,275 +19%
PCIA
625
Prime Capital Investment Advisors
Kansas
$1.24M +$109K +690 +10%
23 24
25
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