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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
$7.5B
2
Comerica Bank
Comerica Bank
Texas
$148M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$101M
4
CWM
Circle Wealth Management
New Jersey
$94.2M
5
AIA
Alera Investment Advisors
Illinois
$120M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.27B
2
American Century Companies
American Century Companies
Missouri
$94.6M
3
Wells Fargo
Wells Fargo
California
$653M
4
RRAM
River Road Asset Management
Kentucky
$0
5
Prudential Financial
Prudential Financial
New Jersey
$93.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLA
876
Oliver Luxxe Assets
New Jersey
$531K -$46.6K -307 -8%
PAS
877
Park Avenue Securities
New York
$531K +$531K +3,500 New
CHC
878
City Holding Co
West Virginia
$529K -$7.89K -52 -1%
ERWM
879
Elk River Wealth Management
Colorado
$529K – – –
Fisher Asset Management
880
Fisher Asset Management
Washington
$526K +$58.9K +388 +13%
CFP
881
Catalyst Financial Partners
Massachusetts
$524K +$524K +3,449 New
MSAM
882
Moloney Securities Asset Management
Missouri
$523K +$50.9K +335 +11%
BFPW
883
BOK Financial Private Wealth
Colorado
$523K -$55.6K -364 -10%
AA
884
Auxano Advisors
Washington
$523K – – –
WF
885
Warner Financial
Maryland
$522K +$24.3K +160 +5%
BFC
886
Bedel Financial Consulting
Indiana
$520K +$45.7K +301 +10%
AIP
887
Ameritas Investment Partners
Nebraska
$520K -$110K -723 -17%
PEA
888
Park Edge Advisors
Ohio
$510K – – –
RIM
889
Rockbridge Investment Management
New York
$507K – – –
OCBCO
890
Oversea-Chinese Banking Corp (OCBC)
Singapore
$506K +$506K +3,180 New
FNT
891
First National Trust
Pennsylvania
$505K +$193K +1,274 +62%
MMA
892
Miracle Mile Advisors
California
$505K – – –
BA
893
Bristlecone Advisors
Washington
$504K -$5.47K -36 -1%
IAS
894
Insigneo Advisory Services
Florida
$504K -$33K -216 -6%
SFG
895
Sovereign Financial Group
Connecticut
$503K – – –
WFAG
896
Wescott Financial Advisory Group
Pennsylvania
$500K – – –
OHWP
897
Oak Harbor Wealth Partners
North Carolina
$496K -$1.52K -10 -0.3%
FC
898
Forte Capital
New York
$495K -$6.07K -40 -1%
EIP
899
Ellis Investment Partners
Pennsylvania
$494K -$6.83K -45 -1%
ECM
900
Evergreen Capital Management
Washington
$492K – – –
34 35
36
37 38