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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 %
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$942K – – –
HPA
702
High Probability Advisors
New York
$939K -$24.4K -161 -3%
AFG
703
Allegheny Financial Group
Pennsylvania
$937K +$439K +2,889 +88%
V
704
VeraBank
Texas
$933K +$933K +6,144 New
BFA
705
Brown Financial Advisory
Alabama
$932K -$14.4K -95 -2%
IWM
706
Iams Wealth Management
Nebraska
$929K +$929K +6,118 New
AAP
707
Arax Advisory Partners
Colorado
$925K +$2.43K +16 +0.3%
BWM
708
Baystate Wealth Management
Massachusetts
$924K -$69.1K -455 -7%
MCA
709
MSH Capital Advisors
Arizona
$923K -$45.2K -298 -5%
CWA
710
Core Wealth Advisors
Florida
$919K – – –
ICG
711
InterOcean Capital Group
Tennessee
$917K +$99.4K +655 +12%
PCS
712
Personal CFO Solutions
New Jersey
$917K +$470K +3,096 +105%
SIC
713
Sigma Investment Counselors
Michigan
$916K -$15.2K -100 -2%
BFS
714
Bradley Foster & Sargent
Connecticut
$914K – – –
KFP
715
KB Financial Partners
New Jersey
$907K – – –
NAS
716
Nicolet Advisory Services
Wisconsin
$903K +$20.2K +136 +2%
MW
717
Marcum Wealth
Ohio
$896K -$3.04K -20 -0.3%
CTA
718
Chesley Taft & Associates
Illinois
$895K +$34.3K +226 +4%
AC
719
Apella Capital
Connecticut
$890K +$22K +145 +3%
MC
720
Middleton & Co
Massachusetts
$889K – – –
JWM
721
JFG Wealth Management
Colorado
$883K – – –
EWA
722
Encompass Wealth Advisors
Oregon
$883K – – –
SWM
723
Soundmark Wealth Management
Washington
$881K -$4.4K -29 -0.5%
CW
724
CreativeOne Wealth
Kansas
$878K -$2.02M -13,313 -70%
WB
725
WesBanco Bank
West Virginia
$877K -$143K -939 -14%
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