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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 %
FANJ
676
Financial Architects (New Jersey)
New Jersey
$998K – – –
WIA
677
World Investment Advisors
California
$993K +$171K +1,126 +21%
SIA
678
Schechter Investment Advisors
Michigan
$985K -$331K -2,177 -25%
WIM
679
Warwick Investment Management
Texas
$983K – – –
IWM
680
Iams Wealth Management
Nebraska
$978K +$978K +6,502 New
MW
681
Marcum Wealth
Ohio
$977K -$287K -1,884 -23%
CM
682
Castleark Management
Illinois
$974K – – –
AAP
683
Arax Advisory Partners
Colorado
$973K -$24M -157,877 -96%
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$968K +$9.14K +60 +1%
NG
685
Northstar Group
New York
$967K -$14.9K -98 -2%
HPA
686
High Probability Advisors
New York
$963K +$4.87K +32 +0.5%
MWM
687
Mascoma Wealth Management
New Hampshire
$962K – – –
BFA
688
Brown Financial Advisory
Alabama
$961K -$1.83K -12 -0.2%
BCM
689
Becker Capital Management
Oregon
$955K +$955K +6,273 New
ERWM
690
Elk River Wealth Management
Colorado
$951K -$65.5K -430 -6%
WG
691
Watchman Group
Texas
$950K -$76.1K -500 -7%
PCM
692
Pointe Capital Management
Michigan
$948K +$60.4K +397 +7%
PFG
693
Pacific Financial Group
Washington
$948K +$1.37K +9 +0.1%
AIS
694
American Investment Services
Massachusetts
$942K – – –
SIC
695
Sigma Investment Counselors
Michigan
$941K -$114K -752 -11%
E
696
ETFidea
New York
$934K – – –
AFG
697
Allegheny Financial Group
Pennsylvania
$934K +$10.2K +67 +1%
BFS
698
Bradley Foster & Sargent
Connecticut
$922K -$15.2K -100 -2%
CWA
699
Core Wealth Advisors
Florida
$921K – – –
PI
700
PFG Investments
New York
$919K +$919K +6,039 New
26 27
28
29 30