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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 %
FAIM
626
Financial Advocates Investment Management
Washington
$1.24M -$102K -649 -8%
NFG
627
Nations Financial Group
Iowa
$1.23M -$21.9K -139 -2%
CIA
628
Capital Investment Advisors
Georgia
$1.23M +$67.9K +430 +6%
LAM
629
Lakewood Asset Management
Illinois
$1.23M -$2.53K -16 -0.2%
KFI
630
Key Financial Inc
Pennsylvania
$1.21M +$2.21K +14 +0.2%
GC
631
Garde Capital
Washington
$1.21M +$38.2K +242 +3%
RFG
632
RFP Financial Group
Georgia
$1.2M – – –
MSWMA
633
Market Street Wealth Management Advisors
Indiana
$1.19M – – –
First Manhattan
634
First Manhattan
New York
$1.19M +$158 +1 +0%
WCP
635
Wick Capital Partners
Pennsylvania
$1.19M -$138K -876 -10%
CAMG
636
CWA Asset Management Group
Florida
$1.18M -$126K -797 -10%
ML
637
Mayport LLC
Massachusetts
$1.18M – – –
WMA
638
West Michigan Advisors
Michigan
$1.17M +$13.6K +86 +1%
BIA
639
BHK Investment Advisors
Alabama
$1.17M -$15.5K -98 -1%
TWP
640
TFO Wealth Partners
Ohio
$1.17M – – –
CFAM
641
Coury Firm Asset Management
Pennsylvania
$1.16M +$235K +1,489 +25%
AFG
642
ABLE Financial Group
Arizona
$1.16M +$386K +2,445 +50%
CWM
643
Cornerstone Wealth Management
Missouri
$1.16M +$399K +2,528 +52%
FFC
644
First Financial Corp
Indiana
$1.16M -$259K -1,639 -18%
CPA
645
Cardiff Park Advisors
California
$1.16M +$631 +4 +0.1%
AA
646
AlphaQ Advisors
Florida
$1.15M -$22.6K -143 -2%
WI
647
Wintrust Investments
Illinois
$1.15M -$169K -1,068 -13%
FFA
648
Fragasso Financial Advisors
Pennsylvania
$1.15M -$10.4K -66 -0.9%
OCG
649
Opus Capital Group
Ohio
$1.14M -$2.68K -17 -0.2%
B
650
Bensler
Washington
$1.14M -$39.6K -251 -3%
24 25
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