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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 %
CWM
751
Connecticut Wealth Management
Connecticut
$792K -$11.7K -74 -1%
MWM
752
Meridian Wealth Management
Kentucky
$787K -$267K -1,691 -25%
AUB
753
Atlantic Union Bankshares
Virginia
$786K -$94.7K -600 -11%
CAAS
754
Capital Asset Advisory Services
Michigan
$781K +$20.7K +130 +3%
VVP
755
Venture Visionary Partners
Ohio
$778K +$148K +940 +24%
IAG
756
Investmark Advisory Group
Connecticut
$769K +$5.37K +34 +0.7%
AWM
757
Atticus Wealth Management
Florida
$767K – – –
WCWM
758
Willow Creek Wealth Management
California
$765K – – –
WG
759
Watchman Group
Texas
$762K -$223K -1,410 -23%
AIS
760
American Investment Services
Massachusetts
$759K -$221K -1,400 -23%
PMFA
761
Plante Moran Financial Advisors
Michigan
$757K +$80.6K +511 +12%
CB
762
Cadence Bank
Mississippi
$756K -$28.7K -182 -4%
PGWM
763
Parisi Gray Wealth Management
New Jersey
$755K +$532K +3,491 +238%
MGIA
764
Matthew Goff Investment Advisor
Texas
$752K – – –
WP
765
WMS Partners
Maryland
$750K -$5.21K -33 -0.7%
BFA
766
Beaumont Financial Advisors
Massachusetts
$749K +$947 +6 +0.1%
IAG
767
Investment Advisory Group
Massachusetts
$748K +$9K +57 +1%
EA
768
Evergreen Advisors
Tennessee
$743K – – –
LT
769
Legacy Trust
Michigan
$741K -$3.31K -21 -0.4%
FUBT
770
First United Bank & Trust
Maryland
$736K -$32.2K -204 -4%
BC
771
Barnett & Company
Tennessee
$736K -$15.9K -101 -2%
RB
772
Renasant Bank
Mississippi
$732K -$2.37K -15 -0.3%
CC
773
Courier Capital
New York
$728K – – –
HI
774
Harbour Investments
Wisconsin
$725K +$32K +203 +5%
MCM
775
Mitchell Capital Management
Kansas
$718K -$96.4K -611 -12%
29 30
31
32 33