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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 %
FNT
951
First National Trust
Pennsylvania
$411K -$22.4K -147 -5%
WPC
952
Wedmont Private Capital
Pennsylvania
$409K – – –
MSFS
953
Main Street Financial Solutions
Pennsylvania
$409K +$152 +1 +0%
FAG
954
Fortitude Advisory Group
Washington
$407K +$176K +1,154 +76%
SAG
955
Spotlight Asset Group
Illinois
$406K +$406K +2,831 New
MCP
956
Mirador Capital Partners
California
$406K +$2.13K +14 +0.5%
BBNA
957
Bremer Bank National Association
Minnesota
$405K – – –
BWA
958
BDO Wealth Advisors
Florida
$403K -$7.77K -51 -2%
OA
959
Operose Advisors
Wisconsin
$402K +$38.5K +253 +11%
ACA
960
Atlas Capital Advisors
Wyoming
$402K -$1.27M -8,337 -76%
FC
961
Fusion Capital
South Carolina
$401K -$11.1K -73 -3%
ACI
962
Alpha Cubed Investments
California
$396K +$16.7K +110 +4%
HCM
963
Highview Capital Management
Illinois
$396K +$396K +2,602 New
PAI
964
Pittenger & Anderson Inc
Nebraska
$396K – – –
AWM
965
AAF Wealth Management
Massachusetts
$395K +$8.98K +59 +2%
NRI
966
NFP Retirement Inc
California
$394K +$457 +3 +0.1%
SHFA
967
SC&H Financial Advisors
Maryland
$393K +$761 +5 +0.2%
BI
968
Berkeley Inc
Idaho
$393K -$8.99K -59 -2%
PPW
969
Pasadena Private Wealth
California
$392K – – –
RSWM
970
Robertson Stephens Wealth Management
California
$391K -$178K -1,166 -31%
DWA
971
Douglass Winthrop Advisors
New York
$391K – – –
FPCG
972
Forum Private Client Group
Indiana
$390K -$88.9K -584 -19%
GTAM
973
Global Trust Asset Management
Florida
$387K -$88.5K -581 -19%
FHA
974
Flagship Harbor Advisors
Massachusetts
$386K -$914 -6 -0.2%
LWM
975
LJI Wealth Management
Indiana
$386K +$31.1K +204 +9%
37 38
39
40 41