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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 %
TFGT
651
TS Financial Group (TSFG)
Illinois
$1.12M -$2.84K -18 -0.3%
CCT
652
Chemung Canal Trust
New York
$1.12M +$29.2K +185 +3%
CCM
653
Coldstream Capital Management
Washington
$1.12M +$410K +2,598 +58%
AWA
654
Amplius Wealth Advisors
Pennsylvania
$1.12M +$6.31K +40 +0.6%
WIC
655
Whitegate Investment Counselors
New Hampshire
$1.12M – – –
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$1.1M -$245K -1,552 -18%
CAM
657
Campion Asset Management
Virginia
$1.1M +$2.37K +15 +0.2%
TFO
658
Tarbox Family Office
California
$1.08M +$316 +2 +0%
RLWM
659
RF&L Wealth Management
Massachusetts
$1.08M -$10.6K -67 -1%
BTWM
660
Baker Tilly Wealth Management
Wisconsin
$1.08M +$1.11K +7 +0.1%
NIM
661
Northeast Investment Management
Massachusetts
$1.07M – – –
FFA
662
First Foundation Advisors
California
$1.07M -$63.3K -401 -6%
LCM
663
Logan Capital Management
Pennsylvania
$1.07M +$153K +968 +17%
SCI
664
Stableford Capital II
Arizona
$1.06M +$1.06M +6,624 New
WB
665
WesBanco Bank
West Virginia
$1.06M -$22.6K -143 -2%
PCM
666
Pointe Capital Management
Michigan
$1.06M +$77.7K +492 +8%
TNB
667
Thomasville National Bank
Georgia
$1.05M – – –
PCMC
668
Paragon Capital Management (Colorado)
Colorado
$1.04M +$2.05K +13 +0.2%
AF
669
Apexium Financial
Texas
$1.04M – – –
VF
670
Vawter Financial
Ohio
$1.04M – – –
CBA
671
Coastal Bridge Advisors
Connecticut
$1.04M – – –
WIA
672
World Investment Advisors
California
$1.04M +$6.31K +40 +0.6%
BWM
673
Baystate Wealth Management
Massachusetts
$1.03M +$139K +879 +16%
JIR
674
James Investment Research
Ohio
$1.03M -$557K -3,526 -35%
FANJ
675
Financial Architects (New Jersey)
New Jersey
$1.03M -$5.21K -33 -0.5%
25 26
27
28 29