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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
$5.07B
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
$193M
5
MWM
Modera Wealth Management
New Jersey
$75.6M

Top Sellers

1
BlackRock
BlackRock
New York
$414M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
American Century Companies
Missouri
$225M
4
UMC
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$957M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
801
AFS Financial Group
Maryland
$659K – – –
PIFP
802
Partners in Financial Planning
Virginia
$655K – – –
AIP
803
Ameritas Investment Partners
Nebraska
$654K +$49.6K +314 +8%
NWM
804
NEIRG Wealth Management
Massachusetts
$647K +$1.42K +9 +0.2%
HWM
805
Hemington Wealth Management
Virginia
$645K – – –
H
806
HoyleCohen
California
$642K – – –
TC
807
TownSquare Capital
Utah
$639K +$87.1K +552 +16%
RBC
808
Roble Belko & Company
Pennsylvania
$639K – – –
LWA
809
LWS Wealth Advisors
New Jersey
$635K +$48.5K +307 +8%
SIM
810
SSI Investment Management
California
$634K – – –
OAM
811
Occidental Asset Management
California
$633K – – –
BAM
812
Bosun Asset Management
Illinois
$631K – – –
IBOK
813
Independence Bank of Kentucky
Kentucky
$630K +$8.05K +51 +1%
CIAS
814
Capital Investment Advisory Services
North Carolina
$627K +$158 +1 +0%
RVM
815
Robinson Value Management
Texas
$627K +$72.8K +461 +13%
CFO
816
Custos Family Office
Texas
$626K +$626K +3,964 New
WTA
817
Washington Trust Advisors
Massachusetts
$620K -$292K -1,853 -32%
WIC
818
Woodmont Investment Counsel
Tennessee
$616K – – –
Members Trust
819
Members Trust
Florida
$613K +$613K +3,881 New
BFG
820
Berger Financial Group
Minnesota
$610K – – –
BWA
821
Bordeaux Wealth Advisors
California
$610K – – –
EFMC
822
Empire Financial Management Company
New York
$606K -$34.6K -219 -5%
CFS
823
CRA Financial Services
New Jersey
$604K -$3.47K -22 -0.6%
AA
824
Aire Advisors
California
$604K -$16.6K -105 -3%
NCM
825
NCM Capital Management
New Jersey
$604K +$158 +1 +0%
31 32
33
34 35