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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.

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
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$75.6M 479,261 +190,546 +66%
EH
52
Equitable Holdings
New York
$75.6M 479,231 -22,319 -4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$75.2M 476,509 +1,252 +0.3%
Corient Private Wealth
54
Corient Private Wealth
Florida
$71.8M 455,059 -6,295 -1%
GA
55
Geller Advisors
New York
$71.6M 453,673 +85 +0%
RRAM
56
River Road Asset Management
Kentucky
$70.2M 444,865 +444,865 New
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$66.7M 422,424 +569 +0.1%
SWPG
58
Strategic Wealth Partners Group
Illinois
$66.5M 421,066 +144 +0%
CMA
59
Cedar Mountain Advisors
Oregon
$63.9M 404,949 +452 +0.1%
MML Investors Services
60
MML Investors Services
Massachusetts
$61.1M 387,009 +17,957 +5%
CCWM
61
Cassaday & Co Wealth Management
Virginia
$59.9M 379,326 -8,270 -2%
SGAM
62
Stephens Group Asset Management
Arkansas
$58.5M 370,432 +22,081 +6%
CAM
63
Cresset Asset Management
Illinois
$58.4M 369,801 +86,241 +30%
CA
64
Cetera Advisors
Colorado
$57.8M 366,121 -4,814 -1%
LC
65
Landaas & Company
Wisconsin
$57.6M 365,097 +2,413 +0.7%
MCM
66
MV Capital Management
Maryland
$56.6M 358,566 -12,016 -3%
CI Investments Inc
67
CI Investments Inc
Ontario, Canada
$56.5M 358,141 -177,503 -33%
CL
68
Choreo LLC
Illinois
$54.4M 344,796 -6,907 -2%
AIA
69
Alera Investment Advisors
Illinois
$54M 342,450 -9,097 -3%
PAG
70
Private Advisor Group
New Jersey
$53.6M 337,270 -1,638 -0.5%
PI
71
Putnam Investments
Massachusetts
$47M 297,739 -180,312 -38%
CFB
72
Cullen/Frost Bankers
Texas
$46.9M 297,418 -1,164 -0.4%
GW
73
GW & Wade
Massachusetts
$46.1M 292,360 -18,854 -6%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$46M 293,903 +12,561 +4%
FBFS
75
First Business Financial Services
Wisconsin
$44.6M 282,564 -5,297 -2%
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