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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$65.2M
2
Morgan Stanley
Morgan Stanley
New York
+$53.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.5M
5
CA
Cetera Advisors
Colorado
+$20.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$779M
2
Bank of America
Bank of America
North Carolina
-$642M
3
JHU
Johns Hopkins University
Maryland
-$220M
4
American Century Companies
American Century Companies
Missouri
-$204M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
801
Charles Schwab
California
$639K +$30.5K +200 +5%
AFA
802
Alpha Financial Advisors
North Carolina
$639K – – –
ACS
803
Archford Capital Strategies
Illinois
$638K +$39.4K +259 +7%
B
804
Bailard
California
$636K -$94.1K -618 -13%
AFG
805
AFS Financial Group
Maryland
$636K – – –
MCC
806
Money Concepts Capital
Florida
$634K +$609K +84,041 +2,430%
ICG
807
InterOcean Capital Group
Tennessee
$632K -$11M -71,949 -95%
PIFP
808
Partners in Financial Planning
Virginia
$632K – – –
AT
809
Arden Trust
Delaware
$626K – – –
TP
810
Tranquility Partners
Tennessee
$623K -$601K -3,945 -49%
CA
811
Continuum Advisory
Idaho
$623K +$30.5K +200 +5%
NWM
812
NEIRG Wealth Management
Massachusetts
$623K +$1.52K +10 +0.2%
OLA
813
Oliver Luxxe Assets
New Jersey
$622K -$191K -1,255 -23%
HWM
814
Hemington Wealth Management
Virginia
$622K -$3.96K -26 -0.6%
H
815
HoyleCohen
California
$619K -$119K -780 -16%
EFMC
816
Empire Financial Management Company
New York
$618K +$618K +4,057 New
M
817
MYeCFO
California
$616K +$15.2K +100 +3%
RBC
818
Roble Belko & Company
Pennsylvania
$616K – – –
DIA
819
Dana Investment Advisors
Wisconsin
$614K -$292K -1,916 -32%
TWA
820
Talisman Wealth Advisors
New Jersey
$613K -$11K -72 -2%
SIM
821
SSI Investment Management
California
$612K -$8.68K -57 -1%
CWM
822
Calamos Wealth Management
Illinois
$612K -$87.4K -574 -12%
OAM
823
Occidental Asset Management
California
$610K -$6.09K -40 -1%
BAM
824
Bosun Asset Management
Illinois
$609K – – –
VVP
825
Venture Visionary Partners
Ohio
$608K +$19.6K +129 +3%
31 32
33
34 35