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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 %
LFS
826
Lutz Financial Services
Nebraska
$604K – – –
DIA
827
Dana Investment Advisors
Wisconsin
$603K -$33.3K -211 -5%
BWP
828
BSW Wealth Partners
Colorado
$603K – – –
CD
829
Chapin Davis
Maryland
$603K +$1.26K +8 +0.2%
OLA
830
Oliver Luxxe Assets
New Jersey
$601K -$44K -279 -7%
BFPW
831
BOK Financial Private Wealth
Colorado
$598K – – –
SLG
832
Stanley-Laman Group
Pennsylvania
$596K +$596K +3,777 New
ETIA
833
Epic Trust Investment Advisors
Washington
$594K -$34.1K -216 -5%
BA
834
Ballew Advisors
Mississippi
$593K – – –
NF
835
Nvest Financial
New Hampshire
$593K +$271K +1,716 +84%
CAS
836
Coppell Advisory Solutions
Texas
$590K -$604K -3,858 -51%
CIP
837
Capital Insight Partners
Arizona
$590K +$120K +758 +25%
TCM
838
Towercrest Capital Management
Pennsylvania
$590K +$94.8K +601 +19%
ATC
839
Adirondack Trust Company
New York
$587K – – –
Victory Capital Management
840
Victory Capital Management
Texas
$584K – – –
OWP
841
Obermeyer Wealth Partners
Colorado
$583K – – –
TI
842
Trexquant Investment
Connecticut
$580K +$580K +3,673 New
PAG
843
Paladin Advisory Group
Iowa
$578K – – –
PCMC
844
Private Capital Management (Colorado)
Colorado
$578K -$46.1K -292 -7%
CAG
845
Crestwood Advisors Group
Massachusetts
$577K -$23.2K -147 -4%
AFC
846
AFT Forsyth & Company
Florida
$576K -$5.52K -35 -0.9%
AT
847
Arden Trust
Delaware
$576K -$71.9K -456 -11%
AFG
848
Atomi Financial Group
New York
$575K +$575K +3,646 New
LSPW
849
Lake Street Private Wealth
Illinois
$575K +$1.74K +11 +0.3%
FCFC
850
First Commonwealth Financial Corp
Pennsylvania
$575K -$25.3K -160 -4%
32 33
34
35 36