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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 %
PWP
701
Pursue Wealth Partners
California
$919K – – –
DWMG
702
DB Wealth Management Group
California
$918K -$28.8K -189 -3%
AG
703
Appleton Group
Wisconsin
$916K +$24.8K +163 +3%
KFP
704
KB Financial Partners
New Jersey
$910K – – –
NAS
705
Nicolet Advisory Services
Wisconsin
$904K +$272K +1,787 +43%
SWM
706
Soundmark Wealth Management
Washington
$898K – – –
CIA
707
Choate Investment Advisors
Massachusetts
$895K – – –
CFAM
708
Coury Firm Asset Management
Pennsylvania
$894K +$4.57K +30 +0.5%
MC
709
Middleton & Co
Massachusetts
$891K -$2.28K -15 -0.3%
PPP
710
Private Portfolio Partners
New Jersey
$891K -$189K -1,243 -18%
HC
711
Hoese & Co
Minnesota
$887K – – –
EWA
712
Encompass Wealth Advisors
Oregon
$885K +$227K +1,489 +34%
LCM
713
Logan Capital Management
Pennsylvania
$884K -$2.89M -18,955 -77%
JWM
714
JFG Wealth Management
Colorado
$883K -$108K -708 -11%
WTA
715
Washington Trust Advisors
Massachusetts
$880K -$821K -5,391 -48%
N
716
Natixis
France
$879K +$22.4K +147 +3%
FA
717
Financial Advisors
Massachusetts
$870K – – –
FI
718
Financial Insights
Washington
$868K -$3.5K -23 -0.4%
Two Sigma Advisers
719
Two Sigma Advisers
New York
$868K +$868K +5,700 New
HGERS
720
Householder Group Estate & Retirement Specialist
Arizona
$867K +$867K +5,696 New
RMC
721
Regis Management Company
California
$866K +$492K +3,232 +132%
FBA
722
Front Barnett Associates
Illinois
$865K -$2.74K -18 -0.3%
CWA
723
Consilium Wealth Advisory
Texas
$863K – – –
BWM
724
Baystate Wealth Management
Massachusetts
$863K -$2.03M -13,339 -70%
AWM
725
Axxcess Wealth Management
California
$862K -$330K -2,166 -28%
27 28
29
30 31