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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.86%
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
Bank of America
North Carolina
+$244M
2
Comerica Bank
Comerica Bank
Texas
+$148M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$95.6M
4
CWM
Circle Wealth Management
New Jersey
+$94.2M
5
AIA
Alera Investment Advisors
Illinois
+$68.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$610M
2
American Century Companies
American Century Companies
Missouri
-$122M
3
Wells Fargo
Wells Fargo
California
-$81.6M
4
RRAM
River Road Asset Management
Kentucky
-$70.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
751
Hoese & Co
Minnesota
$793K -$82K -540 -9%
CAM
752
Campion Asset Management
Virginia
$787K -$269K -1,770 -25%
FI
753
Financial Insights
Washington
$781K – – –
AA
754
AlphaQ Advisors
Florida
$780K -$328K -2,160 -30%
CTC
755
Central Trust Company
Missouri
$780K -$26K -171 -3%
EWM
756
Empirical Wealth Management
Washington
$778K – – –
DWM
757
Dakota Wealth Management
Florida
$778K -$420K -2,769 -35%
PCG
758
Prosperity Consulting Group
Maryland
$777K +$777K +5,121 New
GC
759
Gratus Capital
Georgia
$768K – – –
SCI
760
S&CO Inc
Massachusetts
$766K – – –
SHJ
761
Sharkey, Howes & Javer
Colorado
$766K -$214K -1,408 -22%
PMFA
762
Plante Moran Financial Advisors
Michigan
$764K +$36.3K +239 +5%
PGWM
763
Parisi Gray Wealth Management
New Jersey
$763K +$10.5K +69 +1%
AAS
764
Annex Advisory Services
Wisconsin
$762K -$35.2K -232 -4%
IAG
765
Investmark Advisory Group
Connecticut
$758K +$17.6K +116 +2%
RW
766
Regimen Wealth
Georgia
$758K -$41K -270 -5%
AUB
767
Atlantic Union Bankshares
Virginia
$756K – – –
SIA
768
Schechter Investment Advisors
Michigan
$755K +$246K +1,622 +48%
VVP
769
Venture Visionary Partners
Ohio
$748K – – –
CAAS
770
Capital Asset Advisory Services
Michigan
$745K -$152 -1 -0%
AWM
771
Atticus Wealth Management
Florida
$736K -$1.67K -11 -0.2%
EA
772
Evergreen Advisors
Tennessee
$731K +$17.2K +113 +2%
AIS
773
American Investment Services
Massachusetts
$730K – – –
CB
774
Cadence Bank
Mississippi
$728K – – –
CWM
775
Connecticut Wealth Management
Connecticut
$727K -$34.8K -229 -5%
29 30
31
32 33