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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$65.2M
2
Morgan Stanley
Morgan Stanley
New York
+$53.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.5M
5
CA
Cetera Advisors
Colorado
+$20.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$779M
2
Bank of America
Bank of America
North Carolina
-$642M
3
JHU
Johns Hopkins University
Maryland
-$220M
4
American Century Companies
American Century Companies
Missouri
-$204M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
901
TrueWealth Advisors
Alabama
$479K +$457 +3 +0.1%
TAM
902
Titleist Asset Management
Texas
$479K +$479K +3,146 New
TCM
903
Towercrest Capital Management
Pennsylvania
$477K – – –
BSA
904
Braun Stacey Associates
New York
$476K +$225K +1,477 +90%
WF
905
Welch & Forbes
Massachusetts
$474K -$23.6K -155 -5%
MSAM
906
Moloney Securities Asset Management
Missouri
$473K +$9.14K +60 +2%
SFG
907
Sovereign Financial Group
Connecticut
$472K -$3.65K -24 -0.8%
MCM
908
Manchester Capital Management
Vermont
$472K -$655K -4,300 -58%
CA
909
Calton & Associates
Florida
$471K -$141K -926 -23%
BAM
910
Belpointe Asset Management
Nevada
$470K -$44.1K -290 -9%
LA
911
Legacy Advisors
Pennsylvania
$469K +$134K +880 +40%
SHGA
912
Sand Hill Global Advisors
California
$469K -$223K -1,464 -32%
DDPIC
913
Deroy & Devereaux Private Investment Counsel
Michigan
$460K – – –
DC
914
Davenport & Co
Virginia
$457K -$70.5K -463 -13%
PP
915
PrairieView Partners
Minnesota
$457K -$4.1K -27 -0.9%
BCM
916
Buckhead Capital Management
Georgia
$457K -$129K -850 -22%
CIP
917
Capital Insight Partners
Arizona
$454K – – –
FIM
918
Fernwood Investment Management
Massachusetts
$452K -$19.8K -130 -4%
SCM
919
Schnieders Capital Management
California
$451K – – –
LIM
920
Leavell Investment Management
Alabama
$450K -$18.6K -122 -4%
FPCG
921
Fort Pitt Capital Group
Pennsylvania
$449K -$38.1K -250 -8%
PCS
922
Personal CFO Solutions
New Jersey
$448K -$81.9K -538 -15%
JJBC
923
James J. Burns & Company
New York
$447K +$447K +2,937 New
MFG
924
Merit Financial Group
Georgia
$446K -$20.1K -132 -4%
SCP
925
Syntal Capital Partners
Texas
$446K – – –
35 36
37
38 39