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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.

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
1
Baird Financial Group
Wisconsin
$597M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.73B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.32B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$169M
5
CA
5
Cetera Advisors
Colorado
$56.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.38B
2
Bank of America
2
Bank of America
North Carolina
$7.31B
3
JHU
3
Johns Hopkins University
Maryland
$11.2M
4
American Century Companies
4
American Century Companies
Missouri
$359M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$974M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$70.2M 461,354 -39,725 -8%
CAN
52
Cetera Advisor Networks
California
$69.3M 455,370 -3,974 -0.9%
GA
53
Geller Advisors
New York
$69.1M 453,588 -2,039 -0.4%
Bank of Nova Scotia
54
Bank of Nova Scotia
Ontario, Canada
$64.2M 421,855 -2,270 -0.5%
SWPG
55
Strategic Wealth Partners Group
Illinois
$63.5M 420,922 +26,030 +7%
CMA
56
Cedar Mountain Advisors
Oregon
$61.6M 404,497 -74 -0%
CCWM
57
Cassaday & Co Wealth Management
Virginia
$59M 387,596 -2,559 -0.7%
CA
58
Cetera Advisors
Colorado
$56.5M 370,935 +132,386 +55%
MCM
59
MV Capital Management
Maryland
$56.4M 370,582 +15,731 +4%
MML Investors Services
60
MML Investors Services
Massachusetts
$56.2M 369,052 +95,092 +35%
LC
61
Landaas & Company
Wisconsin
$55.2M 362,684 +3,769 +1%
CL
62
Choreo LLC
Illinois
$53.6M 351,703 -48,909 -12%
AIA
63
Alera Investment Advisors
Illinois
$53.5M 351,547 +10,208 +3%
SGAM
64
Stephens Group Asset Management
Arkansas
$53M 348,351 -994 -0.3%
Cerity Partners
65
Cerity Partners
New York
$52.9M 347,652 +64,408 +23%
PAG
66
Private Advisor Group
New Jersey
$51.6M 338,908 +4,485 +1%
PAS
67
Park Avenue Securities
New York
$47.4M 311,249 -24,333 -7%
GW
68
GW & Wade
Massachusetts
$47.4M 311,214 -13,818 -4%
CFB
69
Cullen/Frost Bankers
Texas
$45.5M 298,582 -3,673 -1%
MWM
70
Modera Wealth Management
New Jersey
$44M 288,715 +6,692 +2%
FBFS
71
First Business Financial Services
Wisconsin
$43.8M 287,861 +5,238 +2%
CAM
72
Cresset Asset Management
Illinois
$43.2M 283,560 -911,349 -76%
BIM
73
Bridges Investment Management
Nebraska
$43.1M 283,093 -18,241 -6%
Brown Advisory
74
Brown Advisory
Maryland
$43M 282,415 +52,186 +23%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$42.8M 281,398 -18,715 -6%
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