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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 %
ES
601
Eagle Strategies
New York
$1.32M -$10.3K -68 -0.8%
KWS
602
Keystone Wealth Services
California
$1.31M – – –
PTC
603
Private Trust Company
Ohio
$1.3M -$12.3K -81 -0.9%
GFP
604
Gryphon Financial Partners
Ohio
$1.3M -$29.3K -193 -2%
PFC
605
Phocas Financial Corp
California
$1.29M +$100K +660 +8%
TWA
606
TCI Wealth Advisors
Arizona
$1.29M -$77.9K -513 -6%
CT
607
Colonial Trust
South Carolina
$1.28M – – –
CGL
608
Clarius Group LLC
Washington
$1.26M – – –
AFG
609
ABLE Financial Group
Arizona
$1.26M +$142K +934 +13%
AFA
610
American Financial Advisors
Georgia
$1.26M – – –
RW
611
RVW Wealth
California
$1.25M – – –
CIA
612
Capital Investment Advisors
Georgia
$1.25M +$66.6K +439 +6%
SMA
613
Seven Mile Advisory
New Jersey
$1.24M +$32.2K +212 +3%
IB
614
Intrust Bank
Kansas
$1.24M -$15.8K -104 -1%
LGG
615
Luts & Greenleigh Group
Maryland
$1.23M -$216K -1,423 -15%
SXL
616
Summit X LLC
Missouri
$1.23M -$257K -1,694 -17%
TNA
617
True North Advisors
Texas
$1.22M -$79.1K -521 -6%
LFG
618
Larson Financial Group
Missouri
$1.22M -$152 -1 -0%
SVWAG
619
Sound View Wealth Advisors Group
Georgia
$1.21M +$16.5K +109 +1%
IAIM
620
International Assets Investment Management
Florida
$1.21M -$40.8K -269 -3%
ADL
621
Asset Dedication LLC
California
$1.21M -$17.6K -116 -1%
LFAS
622
Level Four Advisory Services
Texas
$1.2M -$131K -860 -10%
EWA
623
EverSource Wealth Advisors
Alabama
$1.2M -$110K -727 -8%
GC
624
Garde Capital
Washington
$1.2M +$36.9K +243 +3%
NLP
625
Next Level Private
New York
$1.2M +$751 +5 +0.1%
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25
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