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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.

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
1
Baird Financial Group
Wisconsin
$597M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.73B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.32B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$169M
5
CA
5
Cetera Advisors
Colorado
$56.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.38B
2
Bank of America
2
Bank of America
North Carolina
$7.31B
3
JHU
3
Johns Hopkins University
Maryland
$11.2M
4
American Century Companies
4
American Century Companies
Missouri
$359M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$974M
Name Market Value Shares Shares
Change 		Shares
Change %
EB
76
Eastern Bank
Massachusetts
$42.8M 281,176 +17,068 +6%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$42.4M 281,342 -83,949 -23%
GM
78
Granger Management
New York
$39.2M 257,349 – –
WRTC
79
Wind River Trust Company
Wyoming
$38.6M 253,335 – –
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$37.5M 246,072 -11,101 -4%
RFC
81
Regions Financial Corp
Alabama
$37.3M 245,204 -11,807 -5%
FHA
82
First Horizon Advisors
Tennessee
$36.5M 239,449 -10,488 -4%
WHG
83
Westwood Holdings Group
Texas
$36M 236,694 -91,869 -28%
NFG
84
Nadler Financial Group
Illinois
$35.8M 234,847 -8,148 -3%
FWM
85
FSA Wealth Management
Massachusetts
$35.7M 234,406 +1,902 +0.8%
FAM
86
Flaharty Asset Management
Florida
$35.5M 233,450 +2,810 +1%
MCM
87
MAI Capital Management
Ohio
$35.1M 230,611 +107 +0%
MGIA
88
Moneta Group Investment Advisors
Missouri
$35M 229,976 +33,927 +17%
RCG
89
Rock Creek Group
District of Columbia
$34.8M 211,963 +7,059 +3%
SQA
90
Simon Quick Advisors
New Jersey
$34.1M 224,181 -9,083 -4%
SPIA
91
Steward Partners Investment Advisory
New York
$33.9M 222,774 -1,871 -0.8%
William Blair & Company
92
William Blair & Company
Illinois
$32.6M 214,267 +11,151 +5%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$32.4M 212,684 -17,766 -8%
PFO
94
Pathstone Family Office
New Jersey
$32.3M 212,266 -214,718 -50%
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$32.2M 211,393 +2,171 +1%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$29.4M 193,295 -46,418 -19%
KeyBank National Association
97
KeyBank National Association
Ohio
$29.2M 192,026 -19,772 -9%
CI
98
Cambiar Investors
Colorado
$29.1M 191,343 +95,521 +100%
PFM
99
Parsec Financial Management
North Carolina
$28.8M 189,068 -5,724 -3%
PWM
100
Paulson Wealth Management
Illinois
$28.7M 188,643 +3,763 +2%
2 3
4
5 6