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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 %
MCM
901
Manchester Capital Management
Vermont
$489K – – –
TCWA
902
Ten Capital Wealth Advisors
Washington
$489K -$15.8K -100 -3%
ACA
903
Aptus Capital Advisors
Alabama
$488K -$54.6K -346 -10%
Fisher Asset Management
904
Fisher Asset Management
Washington
$486K +$141K +894 +41%
AWM
905
AAF Wealth Management
Massachusetts
$485K +$76.2K +483 +19%
FMTC
906
Farmers & Merchants Trust Company
California
$484K -$229K -1,454 -32%
GWANC
907
Guardian Wealth Advisors (North Carolina)
North Carolina
$483K -$40.4K -256 -8%
DC
908
Davenport & Co
Virginia
$474K +$316 +2 +0.1%
PP
909
PrairieView Partners
Minnesota
$474K – – –
BCM
910
Buckhead Capital Management
Georgia
$473K – – –
OA
911
Operose Advisors
Wisconsin
$472K +$55.2K +350 +13%
FIM
912
Fernwood Investment Management
Massachusetts
$468K – – –
SCM
913
Schnieders Capital Management
California
$468K +$1.42K +9 +0.3%
SHGA
914
Sand Hill Global Advisors
California
$467K -$19.1K -121 -4%
TGAM
915
TBH Global Asset Management
Tennessee
$466K +$466K +2,952 New
PCS
916
Personal CFO Solutions
New Jersey
$464K – – –
JJBC
917
James J. Burns & Company
New York
$463K -$316 -2 -0.1%
LIM
918
Leavell Investment Management
Alabama
$462K -$4.42K -28 -0.9%
OPW
919
Oxler Private Wealth
New York
$462K +$1.26K +8 +0.3%
WTB
920
Washington Trust Bank
Washington
$461K +$154K +973 +50%
SCP
921
Syntal Capital Partners
Texas
$461K -$1.26K -8 -0.3%
CT
922
Cambridge Trust
Massachusetts
$459K -$95.8K -607 -17%
FSA
923
Fort Sheridan Advisors
Illinois
$459K +$23.4K +148 +5%
CPIA
924
Cornell Pochily Investment Advisors
New York
$458K -$3.16K -20 -0.7%
MOS
925
MGO One Seven
Ohio
$457K +$29.8K +189 +7%
35 36
37
38 39