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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 %
ADL
626
Asset Dedication LLC
California
$1.15M +$11.1K +73 +1%
MSWMA
627
Market Street Wealth Management Advisors
Indiana
$1.15M -$64.3K -422 -5%
CAS
628
Coppell Advisory Solutions
Texas
$1.15M +$715K +4,753 +165%
CASC
629
Coppell Advisory Solutions Corp
Texas
$1.15M +$715K +4,753 +165%
First Manhattan
630
First Manhattan
New York
$1.15M +$426K +2,800 +59%
BIA
631
BHK Investment Advisors
Alabama
$1.15M +$266K +1,747 +30%
SB
632
Strategic Blueprint
Georgia
$1.14M +$289K +1,897 +34%
ML
633
Mayport LLC
Massachusetts
$1.14M – – –
B
634
Bensler
Washington
$1.14M -$91.8K -603 -7%
AA
635
AlphaQ Advisors
Florida
$1.13M -$40.5K -266 -3%
GC
636
Garde Capital
Washington
$1.13M – – –
TWP
637
TFO Wealth Partners
Ohio
$1.13M +$1.12M +7,330 +10,181%
CIA
638
Capital Investment Advisors
Georgia
$1.12M +$61.5K +404 +6%
CTA
639
Chesley Taft & Associates
Illinois
$1.12M – – –
FFA
640
Fragasso Financial Advisors
Pennsylvania
$1.12M -$7.16K -47 -0.6%
WMA
641
West Michigan Advisors
Michigan
$1.12M +$33.5K +220 +3%
CPA
642
Cardiff Park Advisors
California
$1.12M +$761 +5 +0.1%
SHJ
643
Sharkey, Howes & Javer
Colorado
$1.11M – – –
OCG
644
Opus Capital Group
Ohio
$1.11M – – –
ONB
645
Old National Bancorp
Indiana
$1.1M +$287K +1,884 +35%
FFA
646
First Foundation Advisors
California
$1.1M +$382K +2,509 +54%
PCIA
647
Prime Capital Investment Advisors
Kansas
$1.09M +$155K +1,021 +17%
TFGT
648
TS Financial Group (TSFG)
Illinois
$1.09M -$22.5K -148 -2%
WIC
649
Whitegate Investment Counselors
New Hampshire
$1.08M – – –
CFO
650
CVA Family Office
Colorado
$1.07M +$76.7K +504 +8%
24 25
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