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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 %
HI
776
Harbour Investments
Wisconsin
$724K +$26.1K +172 +4%
Vontobel Holding
777
Vontobel Holding
Switzerland
$723K -$196K -1,292 -21%
MGIA
778
Matthew Goff Investment Advisor
Texas
$723K – – –
WP
779
WMS Partners
Maryland
$721K – – –
BFA
780
Beaumont Financial Advisors
Massachusetts
$720K – – –
IAG
781
Investment Advisory Group
Massachusetts
$719K – – –
WCWM
782
Willow Creek Wealth Management
California
$715K -$21.4K -141 -3%
LT
783
Legacy Trust
Michigan
$713K – – –
AHC
784
Anderson Hoagland & Co
Missouri
$704K -$592K -3,900 -46%
CC
785
Courier Capital
New York
$700K – – –
RB
786
Renasant Bank
Mississippi
$699K -$5.47K -36 -0.8%
CFS
787
CRA Financial Services
New Jersey
$695K +$114K +752 +20%
CWM
788
Calamos Wealth Management
Illinois
$693K +$25.1K +165 +4%
FUBT
789
First United Bank & Trust
Maryland
$690K -$17.6K -116 -2%
WG
790
Watchman Group
Texas
$690K -$42.7K -281 -6%
LTL
791
Lowery Thomas LLC
California
$689K +$358K +2,361 +108%
BC
792
Barnett & Company
Tennessee
$688K -$19.7K -130 -3%
BWL
793
Bogart Wealth LLC
Virginia
$685K – – –
CWP
794
Cyndeo Wealth Partners
Florida
$685K -$456 -3 -0.1%
B
795
Bailard
California
$680K +$40.4K +266 +6%
GPA
796
Guidance Point Advisors
Massachusetts
$679K +$8.66K +57 +1%
RDWM
797
Red Door Wealth Management
Tennessee
$679K -$585K -3,854 -46%
PAM
798
Palisade Asset Management
Minnesota
$676K – – –
MAM
799
MWA Asset Management
Massachusetts
$670K +$670K +4,414 New
DIA
800
Dana Investment Advisors
Wisconsin
$666K +$85.6K +564 +15%
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