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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 %
PI
676
PFG Investments
New York
$1.03M +$74.6K +473 +8%
CFO
677
CVA Family Office
Colorado
$1.03M -$86.2K -546 -8%
E
678
ETFidea
New York
$1.03M +$58.4K +370 +6%
WIM
679
Warwick Investment Management
Texas
$1.02M – – –
SHJ
680
Sharkey, Howes & Javer
Colorado
$1.02M -$128K -812 -11%
PFG
681
Pacific Financial Group
Washington
$1.01M +$30.1K +191 +3%
SB
682
Strategic Blueprint
Georgia
$1.01M -$172K -1,092 -15%
CM
683
Castleark Management
Illinois
$1.01M – – –
MCA
684
MSH Capital Advisors
Arizona
$1.01M -$96K -608 -9%
OCM
685
Objective Capital Management
Ohio
$1.01M -$55.2K -350 -5%
NG
686
Northstar Group
New York
$1M +$474 +3 +0%
MWM
687
Mascoma Wealth Management
New Hampshire
$1M – – –
HPA
688
High Probability Advisors
New York
$1M +$3.95K +25 +0.4%
CRC
689
Curi RMB Capital
Illinois
$992K -$58.2K -369 -6%
FWM
690
Fairhaven Wealth Management
Illinois
$984K +$984K +6,234 New
BFA
691
Brown Financial Advisory
Alabama
$984K -$12.2K -77 -1%
KTC
692
Kistler-Tiffany Companies
Pennsylvania
$982K -$61.7K -391 -6%
PFGIA
693
Patriot Financial Group Insurance Agency
Massachusetts
$979K -$23.5K -149 -2%
AG
694
Appleton Group
Wisconsin
$970K +$19.9K +126 +2%
SIC
695
Sigma Investment Counselors
Michigan
$968K -$6.94K -44 -0.7%
AAP
696
Arax Advisory Partners
Colorado
$959K -$49.4K -313 -5%
CWM
697
Congress Wealth Management
Massachusetts
$958K -$96K -608 -9%
Vontobel Holding
698
Vontobel Holding
Switzerland
$956K +$104K +660 +12%
CWA
699
Core Wealth Advisors
Florida
$955K – – –
PWP
700
Pursue Wealth Partners
California
$953K – – –
26 27
28
29 30