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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 %
AWA
651
Amplius Wealth Advisors
Pennsylvania
$1.07M – – –
Jane Street
652
Jane Street
New York
$1.07M -$1.8M -11,836 -63%
MCA
653
MSH Capital Advisors
Arizona
$1.06M -$71.9K -472 -6%
SWA
654
Sax Wealth Advisors
New Jersey
$1.06M +$259K +1,698 +32%
CAM
655
Campion Asset Management
Virginia
$1.06M -$4.57K -30 -0.4%
RW
656
Regimen Wealth
Georgia
$1.05M +$50.9K +406 +5%
RLWM
657
RF&L Wealth Management
Massachusetts
$1.05M +$72.6K +477 +7%
CCT
658
Chemung Canal Trust
New York
$1.05M -$7.24M -47,572 -87%
TFO
659
Tarbox Family Office
California
$1.05M – – –
WB
660
WesBanco Bank
West Virginia
$1.05M +$8.38K +55 +0.8%
BTWM
661
Baker Tilly Wealth Management
Wisconsin
$1.04M +$1.04M +6,813 New
NIM
662
Northeast Investment Management
Massachusetts
$1.04M – – –
ARC
663
Advisor Resource Council
Texas
$1.03M +$164K +1,078 +19%
OCM
664
Objective Capital Management
Ohio
$1.02M -$49.8K -327 -5%
MWM
665
Meridian Wealth Management
Kentucky
$1.02M -$105K -687 -9%
CWM
666
Congress Wealth Management
Massachusetts
$1.02M -$1.72M -11,307 -63%
CRC
667
Curi RMB Capital
Illinois
$1.01M -$2.05M -13,459 -67%
TNB
668
Thomasville National Bank
Georgia
$1.01M +$29.8K +196 +3%
NHC
669
Nicholas Hoffman & Company
Georgia
$1.01M -$470K -3,089 -32%
AF
670
Apexium Financial
Texas
$1.01M +$56.9K +374 +6%
KTC
671
Kistler-Tiffany Companies
Pennsylvania
$1.01M +$305 +2 +0%
PCMC
672
Paragon Capital Management (Colorado)
Colorado
$1.01M +$3.81K +25 +0.4%
PFC
673
Phocas Financial Corp
California
$1M +$1M +6,593 New
VF
674
Vawter Financial
Ohio
$1M -$29.7K -195 -3%
CBA
675
Coastal Bridge Advisors
Connecticut
$1M – – –
25 26
27
28 29