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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 %
AWM
701
Axxcess Wealth Management
California
$952K +$58.4K +370 +7%
KFP
702
KB Financial Partners
New Jersey
$943K – – –
MW
703
Marcum Wealth
Ohio
$935K -$78.3K -496 -8%
FA
704
Fiducient Advisors
Illinois
$931K +$70.7K +448 +8%
NAS
705
Nicolet Advisory Services
Wisconsin
$925K +$468 +3 +0.1%
MC
706
Middleton & Co
Massachusetts
$924K – – –
DWMG
707
DB Wealth Management Group
California
$922K -$29.2K -185 -3%
SWM
708
Soundmark Wealth Management
Washington
$921K -$10.3K -65 -1%
N
709
Natixis
France
$920K +$8.21K +52 +0.9%
JWM
710
JFG Wealth Management
Colorado
$918K +$3.47K +22 +0.4%
EWA
711
Encompass Wealth Advisors
Oregon
$918K +$158 +1 +0%
BFS
712
Bradley Foster & Sargent
Connecticut
$914K -$41.8K -265 -4%
TWM
713
Thrive Wealth Management
Pennsylvania
$910K +$70.4K +446 +8%
HC
714
Hoese & Co
Minnesota
$910K – – –
AC
715
Apella Capital
Connecticut
$903K +$903K +5,719 New
FA
716
Financial Advisors
Massachusetts
$902K – – –
PPP
717
Private Portfolio Partners
New Jersey
$901K -$22.7K -144 -2%
SWM
718
Sendero Wealth Management
Texas
$899K +$899K +5,693 New
RMC
719
Regis Management Company
California
$897K – – –
CTA
720
Chesley Taft & Associates
Illinois
$895K -$267K -1,692 -23%
Eagle Capital Management (New York)
721
Eagle Capital Management (New York)
New York
$892K +$892K +5,653 New
GSIS
722
Global Strategic Investment Solutions
Arizona
$890K +$1.42K +9 +0.2%
FBA
723
Front Barnett Associates
Illinois
$889K -$7.89K -50 -0.9%
IA
724
IFP Advisors
Florida
$887K -$66K -418 -7%
FTS
725
Fifth Third Securities
Ohio
$875K +$24.9K +158 +3%
27 28
29
30 31