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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
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
RRAM
3
River Road Asset Management
Kentucky
$70.2M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$193M
5
MWM
5
Modera Wealth Management
New Jersey
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
926
Gradient Investments
Minnesota
$452K +$192K +1,217 +74%
WCFA
927
Walkner Condon Financial Advisors
Wisconsin
$451K +$473 +3 +0.1%
WMS
928
Wealth Management Solutions
Pennsylvania
$448K -$2.84K -18 -0.6%
SAG
929
Spotlight Asset Group
Illinois
$447K – – –
ASC
930
Atalanta Sosnoff Capital
New York
$447K – – –
MPWT
931
MassMutual Private Wealth & Trust
Connecticut
$445K -$7.42K -47 -2%
MDCM
932
Morgan Dempsey Capital Management
Wisconsin
$442K +$56K +355 +15%
DDPIC
933
Deroy & Devereaux Private Investment Counsel
Michigan
$442K -$34.6K -219 -7%
HF
934
HRT Financial
New York
$441K -$19.5M -123,653 -98%
HWA
935
HCR Wealth Advisors
California
$438K – – –
DWM
936
Dechtman Wealth Management
Colorado
$437K +$437K +2,768 New
TAM
937
Townsend Asset Management
North Carolina
$436K +$1.11K +7 +0.3%
PL
938
Plancorp LLC
Missouri
$434K – – –
HCA
939
Heck Capital Advisors
Wisconsin
$434K -$75.6K -479 -15%
TSWM
940
Triangle Securities Wealth Management
North Carolina
$434K +$158 +1 +0%
SIA
941
Soltis Investment Advisors
Utah
$432K +$146K +922 +51%
TAM
942
Titleist Asset Management
Texas
$431K -$65.1K -413 -13%
APW
943
Acima Private Wealth
Virginia
$429K – – –
EWA
944
Exencial Wealth Advisors
Oklahoma
$429K +$34.3K +217 +9%
MSFS
945
Main Street Financial Solutions
Pennsylvania
$424K +$158 +1 +0%
FCAM
946
First Citizens Asset Management
North Carolina
$422K +$71.2K +451 +20%
MCP
947
Mirador Capital Partners
California
$422K +$1.58K +10 +0.4%
IA
948
Insight Advisors
Pennsylvania
$422K -$16.9K -107 -4%
HC
949
Hamilton Capital
Ohio
$421K -$38K -241 -8%
DJSG
950
D.J. St. Germain
Massachusetts
$421K +$421K +2,669 New
36 37
38
39 40