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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 %
M
776
MYeCFO
California
$715K +$75.8K +480 +12%
CIM
777
Confluence Investment Management
Missouri
$714K +$714K +4,522 New
BWL
778
Bogart Wealth LLC
Virginia
$712K – – –
CWP
779
Cyndeo Wealth Partners
Florida
$712K -$601K -3,809 -46%
CA
780
CGN Advisors
Kansas
$705K +$25.6K +162 +4%
AWS
781
AJ Wealth Strategies
New York
$704K – – –
PAM
782
Palisade Asset Management
Minnesota
$703K – – –
WI
783
WrapManager Inc
California
$702K -$8.37K -53 -1%
SB
784
Sunflower Bank
Texas
$699K +$87.9K +557 +14%
GPA
785
Guidance Point Advisors
Massachusetts
$697K +$14.1K +89 +2%
CWM
786
Calamos Wealth Management
Illinois
$695K +$60.1K +381 +9%
TA
787
TFB Advisors
Kansas
$688K +$688K +4,361 New
ACS
788
Archford Capital Strategies
Illinois
$684K – – –
PWMAG
789
Pinnacle Wealth Management Advisory Group
New Jersey
$684K +$20.7K +131 +3%
AWM
790
Accurate Wealth Management
Florida
$681K +$4.3K +27 +0.6%
PWMG
791
Provence Wealth Management Group
California
$676K -$20.5K -130 -3%
BCP
792
Berkeley Capital Partners
Georgia
$674K +$674K +4,271 New
MIAS
793
Mason Investment Advisory Services
Virginia
$672K – – –
NL
794
NVWM LLC
Pennsylvania
$670K – – –
FRA
795
Front Row Advisors
California
$668K +$2.21K +14 +0.3%
B
796
Bailard
California
$664K +$4.74K +30 +0.7%
LOPW
797
Live Oak Private Wealth
North Carolina
$664K +$88.1K +558 +15%
Wellington Management Group
798
Wellington Management Group
Massachusetts
$663K -$18.9M -119,695 -97%
Charles Schwab
799
Charles Schwab
California
$663K – – –
AFA
800
Alpha Financial Advisors
North Carolina
$662K – – –
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32
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