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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.

Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.87%
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
1
Bank of America
North Carolina
$7.5B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$199M
3
Comerica Bank
3
Comerica Bank
Texas
$148M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$101M
5
CWM
5
Circle Wealth Management
New Jersey
$94.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.27B
2
American Century Companies
2
American Century Companies
Missouri
$94.6M
3
Wells Fargo
3
Wells Fargo
California
$653M
4
RRAM
4
River Road Asset Management
Kentucky
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$93.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$86.7M 571,125 -41,231 -7%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$85.3M 561,735 -64,096 -10%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$77.9M 513,400 -14,983 -3%
Creative Planning
54
Creative Planning
Kansas
$73.6M 484,767 -11,857 -2%
MWM
55
Modera Wealth Management
New Jersey
$73M 480,754 +1,493 +0.3%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$72M 474,563 -1,946 -0.4%
EH
57
Equitable Holdings
New York
$71.2M 468,712 -10,519 -2%
GA
58
Geller Advisors
New York
$68.4M 447,424 -6,249 -1%
CAN
59
Cetera Advisor Networks
California
$66.3M 436,686 -109,488 -20%
SWPG
60
Strategic Wealth Partners Group
Illinois
$64.9M 424,653 +3,587 +0.9%
Bank of Nova Scotia
61
Bank of Nova Scotia
Ontario, Canada
$64M 421,485 -939 -0.2%
CMA
62
Cedar Mountain Advisors
Oregon
$61.3M 403,634 -1,315 -0.3%
MML Investors Services
63
MML Investors Services
Massachusetts
$60M 395,496 +8,487 +2%
CAM
64
Cresset Asset Management
Illinois
$59.1M 386,790 +16,989 +5%
CCWM
65
Cassaday & Co Wealth Management
Virginia
$57.1M 376,232 -3,094 -0.8%
MCM
66
MV Capital Management
Maryland
$56.1M 369,423 +10,857 +3%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$56.1M 369,227 +185,703 +101%
LC
68
Landaas & Company
Wisconsin
$55.2M 363,778 -1,319 -0.4%
SGAM
69
Stephens Group Asset Management
Arkansas
$53.8M 354,308 -16,124 -4%
CL
70
Choreo LLC
Illinois
$51.9M 339,346 -5,450 -2%
PAG
71
Private Advisor Group
New Jersey
$51.8M 341,300 +4,030 +1%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$46.7M 307,898 +52,982 +21%
PI
73
Putnam Investments
Massachusetts
$46.7M 307,347 +9,608 +3%
CA
74
Cetera Advisors
Colorado
$45.6M 300,117 -66,004 -18%
CFB
75
Cullen/Frost Bankers
Texas
$45.4M 298,853 +1,435 +0.5%
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