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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 %
Members Trust
801
Members Trust
Florida
$653K +$61.5K +403 +10%
PWMG
802
Provence Wealth Management Group
California
$650K – – –
LOPW
803
Live Oak Private Wealth
North Carolina
$649K +$9.87K +65 +2%
NL
804
NVWM LLC
Pennsylvania
$648K – – –
AWM
805
Accurate Wealth Management
Florida
$648K -$4.12K -27 -0.6%
FRA
806
Front Row Advisors
California
$647K – – –
MIAS
807
Mason Investment Advisory Services
Virginia
$646K -$152 -1 -0%
WTB
808
Washington Trust Bank
Washington
$641K +$198K +1,303 +45%
AFA
809
Alpha Financial Advisors
North Carolina
$637K – – –
ACS
810
Archford Capital Strategies
Illinois
$636K – – –
AFG
811
AFS Financial Group
Maryland
$634K – – –
PA
812
PFG Advisors
Arizona
$632K +$260K +1,715 +70%
PIFP
813
Partners in Financial Planning
Virginia
$630K – – –
BFG
814
Berger Financial Group
Minnesota
$622K +$34.9K +230 +6%
HWM
815
Hemington Wealth Management
Virginia
$620K – – –
H
816
HoyleCohen
California
$618K – – –
WIC
817
Woodmont Investment Counsel
Tennessee
$617K +$24.1K +159 +4%
WI
818
WrapManager Inc
California
$615K -$59.7K -393 -9%
TC
819
TownSquare Capital
Utah
$615K +$455 +3 +0.1%
MCM
820
Mitchell Capital Management
Kansas
$611K -$79.6K -524 -12%
SIM
821
SSI Investment Management
California
$610K – – –
NCM
822
NCM Capital Management
New Jersey
$609K +$28.4K +187 +5%
BAM
823
Bosun Asset Management
Illinois
$607K – – –
LWA
824
LWS Wealth Advisors
New Jersey
$605K -$5.77K -38 -0.9%
EP
825
Edgestream Partners
New Jersey
$604K +$604K +3,980 New
31 32
33
34 35