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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 %
CIAS
826
Capital Investment Advisory Services
North Carolina
$603K – – –
CFO
827
Custos Family Office
Texas
$602K – – –
OAM
828
Occidental Asset Management
California
$601K -$7.14K -47 -1%
IBOK
829
Independence Bank of Kentucky
Kentucky
$600K -$6.07K -40 -1%
NF
830
Nvest Financial
New Hampshire
$597K +$26.7K +176 +5%
RVM
831
Robinson Value Management
Texas
$593K -$9.26K -61 -2%
LA
832
Legacy Advisors
Pennsylvania
$591K -$723K -4,730 -55%
TCM
833
Towercrest Capital Management
Pennsylvania
$586K +$19.1K +126 +3%
RBC
834
Roble Belko & Company
Pennsylvania
$585K -$29.8K -196 -5%
RWP
835
RWA Wealth Partners
Massachusetts
$584K +$63K +415 +12%
EFMC
836
Empire Financial Management Company
New York
$583K – – –
PWMAG
837
Pinnacle Wealth Management Advisory Group
New Jersey
$582K -$75.9K -500 -12%
LFS
838
Lutz Financial Services
Nebraska
$581K – – –
BWP
839
BSW Wealth Partners
Colorado
$580K – – –
MFA
840
Mayflower Financial Advisors
Massachusetts
$580K +$49.8K +328 +9%
SLG
841
Stanley-Laman Group
Pennsylvania
$573K – – –
VCM
842
Vivaldi Capital Management
Illinois
$572K -$227K -1,495 -28%
AA
843
Aire Advisors
California
$572K -$9.26K -61 -2%
CD
844
Chapin Davis
Maryland
$572K -$8.2K -54 -1%
QCM
845
QRG Capital Management
Illinois
$572K +$572K +3,765 New
SB
846
Sunflower Bank
Texas
$568K -$104K -686 -15%
BWA
847
Bordeaux Wealth Advisors
California
$562K -$24.3K -160 -4%
Victory Capital Management
848
Victory Capital Management
Texas
$561K – – –
ETIA
849
Epic Trust Investment Advisors
Washington
$557K -$14.7K -97 -3%
PAG
850
Paladin Advisory Group
Iowa
$556K – – –
32 33
34
35 36