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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 %
AF
676
Apexium Financial
Texas
$1.01M – – –
PCMC
677
Paragon Capital Management (Colorado)
Colorado
$1.01M – – –
NG
678
Northstar Group
New York
$1M +$39.5K +260 +4%
CBA
679
Coastal Bridge Advisors
Connecticut
$1M – – –
CFO
680
CVA Family Office
Colorado
$988K – – –
JIR
681
James Investment Research
Ohio
$988K -$4.56K -30 -0.5%
E
682
ETFidea
New York
$988K – – –
CWM
683
Cornerstone Wealth Management
Missouri
$982K -$133K -878 -12%
WIM
684
Warwick Investment Management
Texas
$980K – – –
CIA
685
Choate Investment Advisors
Massachusetts
$978K +$210K +1,381 +27%
WIA
686
World Investment Advisors
California
$973K -$29.3K -192 -3%
AG
687
Appleton Group
Wisconsin
$973K +$40.1K +264 +4%
N
688
Natixis
France
$972K +$87.6K +577 +10%
CM
689
Castleark Management
Illinois
$972K – – –
CRC
690
Curi RMB Capital
Illinois
$970K +$15.9K +105 +2%
LGWM
691
Litman Gregory Wealth Management
California
$970K +$970K +6,386 New
OCM
692
Objective Capital Management
Ohio
$967K – – –
SCI
693
Stableford Capital II
Arizona
$965K – – –
VF
694
Vawter Financial
Ohio
$955K -$45.4K -299 -5%
CFAM
695
Coury Firm Asset Management
Pennsylvania
$952K -$166K -1,091 -15%
Wellington Management Group
696
Wellington Management Group
Massachusetts
$950K +$313K +2,059 +49%
PFG
697
Pacific Financial Group
Washington
$948K -$26.1K -172 -3%
FWM
698
Fairhaven Wealth Management
Illinois
$946K – – –
MWM
699
Mascoma Wealth Management
New Hampshire
$944K – – –
SB
700
Strategic Blueprint
Georgia
$942K -$31K -204 -3%
26 27
28
29 30