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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 %
FFN
726
Focus Financial Network
Minnesota
$872K +$2.53K +16 +0.3%
CWA
727
Consilium Wealth Advisory
Texas
$868K -$26.8K -170 -3%
BCM
728
Becker Capital Management
Oregon
$865K -$125K -795 -13%
RPWA
729
Regent Peak Wealth Advisors
Georgia
$856K -$4.74K -30 -0.6%
MA
730
MONECO Advisors
Connecticut
$856K +$1.42K +9 +0.2%
ACM
731
Advisors Capital Management
New Jersey
$854K +$490K +3,106 +135%
LBC
732
Lowe Brockenbrough & Co
Virginia
$851K – – –
SC
733
SouthState Corp
Florida
$850K -$3.16K -20 -0.4%
ICG
734
InterOcean Capital Group
Tennessee
$850K +$194K +1,231 +30%
SCA
735
STALEY CAPITAL ADVISERS
Pennsylvania
$848K +$2.37K +15 +0.3%
PG
736
Patten Group
Tennessee
$847K +$54K +342 +7%
FI
737
Financial Insights
Washington
$842K -$57.8K -366 -6%
PIA
738
Perennial Investment Advisors
California
$840K -$6.94K -44 -0.8%
CTC
739
Central Trust Company
Missouri
$838K +$3.47K +22 +0.4%
VCM
740
Vivaldi Capital Management
Illinois
$831K -$30.8K -195 -4%
RW
741
Regimen Wealth
Georgia
$830K -$499K -3,159 -38%
AAS
742
Annex Advisory Services
Wisconsin
$829K +$789 +5 +0.1%
WF
743
Welch & Forbes
Massachusetts
$827K +$335K +2,122 +68%
SWA
744
Sax Wealth Advisors
New Jersey
$821K -$280K -1,773 -25%
EWM
745
Empirical Wealth Management
Washington
$809K +$127K +803 +19%
NIG
746
NFJ Investment Group
Texas
$807K +$763K +4,837 +1,753%
GT
747
Greenleaf Trust
Michigan
$799K -$19.3K -122 -2%
CIA
748
Choate Investment Advisors
Massachusetts
$799K -$129K -817 -14%
GC
749
Gratus Capital
Georgia
$798K – – –
SCI
750
S&CO Inc
Massachusetts
$797K – – –
28 29
30
31 32