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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 %
OCG
651
Opus Capital Group
Ohio
$1.1M – – –
B
652
Bensler
Washington
$1.1M – – –
WIC
653
Whitegate Investment Counselors
New Hampshire
$1.09M +$15.2K +100 +1%
LCM
654
Logan Capital Management
Pennsylvania
$1.09M +$58.8K +387 +6%
TFGT
655
TS Financial Group (TSFG)
Illinois
$1.08M – – –
TP
656
Tranquility Partners
Tennessee
$1.08M -$209K -1,377 -16%
State Street
657
State Street
Massachusetts
$1.08M -$9.9M -65,228 -90%
FGAM
658
Financial Gravity Asset Management
Texas
$1.07M +$1.01M +5,220 +1,800%
CCM
659
Coldstream Capital Management
Washington
$1.06M -$11.5K -76 -1%
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$1.06M – – –
CCT
661
Chemung Canal Trust
New York
$1.06M -$19K -125 -2%
CSPAM
662
Cary Street Partners Asset Management
Virginia
$1.05M -$331K -2,180 -24%
DWMG
663
DB Wealth Management Group
California
$1.05M +$164K +1,083 +19%
FAIM
664
Financial Advocates Investment Management
Washington
$1.05M +$49.3K +386 +5%
HS
665
Horan Securities
United States
$1.05M -$376K -2,476 -26%
TFO
666
Tarbox Family Office
California
$1.04M – – –
TNB
667
Thomasville National Bank
Georgia
$1.03M +$23.4K +154 +2%
NIM
668
Northeast Investment Management
Massachusetts
$1.03M – – –
PI
669
PFG Investments
New York
$1.03M +$38K +250 +4%
IWP
670
Invenio Wealth Partners
Florida
$1.02M -$1.09M -7,208 -52%
CAMG
671
CWA Asset Management Group
Florida
$1.02M -$121K -794 -11%
WI
672
Wintrust Investments
Illinois
$1.02M -$91.1K -600 -8%
AWA
673
Arete Wealth Advisors
Illinois
$1.02M -$1.62M -10,663 -61%
FTS
674
Fifth Third Securities
Ohio
$1.01M +$164K +1,073 +19%
SWA
675
Sax Wealth Advisors
New Jersey
$1.01M +$220K +1,450 +28%
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