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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.

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
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

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 Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
76
Brown Advisory
Maryland
$44.3M 280,709 -1,706 -0.6%
EB
77
Eastern Bank
Massachusetts
$44.3M 280,513 -663 -0.2%
BIM
78
Bridges Investment Management
Nebraska
$40.8M 258,364 -24,729 -9%
GM
79
Granger Management
New York
$40.6M 257,349 – –
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$40.2M 254,916 -26,482 -9%
WRTC
81
Wind River Trust Company
Wyoming
$40M 253,335 – –
EIC
82
Equity Investment Corp
Georgia
$38.6M 244,378 +112,302 +85%
PFO
83
Pathstone Family Office
New Jersey
$37.8M 239,442 +27,176 +13%
MCM
84
MAI Capital Management
Ohio
$37.6M 238,425 +7,814 +3%
FAM
85
Flaharty Asset Management
Florida
$37.6M 238,158 +4,708 +2%
FWM
86
FSA Wealth Management
Massachusetts
$37.5M 237,550 +3,144 +1%
WHG
87
Westwood Holdings Group
Texas
$36.6M 232,118 -4,576 -2%
MGIA
88
Moneta Group Investment Advisors
Missouri
$36.6M 232,029 +2,053 +0.9%
NFG
89
Nadler Financial Group
Illinois
$36.2M 229,239 -5,608 -2%
SQA
90
Simon Quick Advisors
New Jersey
$36.1M 228,681 +4,500 +2%
FHA
91
First Horizon Advisors
Tennessee
$35.8M 226,524 -12,925 -5%
SPIA
92
Steward Partners Investment Advisory
New York
$34.8M 220,656 -2,118 -1%
RFC
93
Regions Financial Corp
Alabama
$34.4M 217,791 -27,413 -11%
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$33.8M 214,149 +2,756 +1%
CFM
95
Comprehensive Financial Management
California
$33.2M 210,233 – –
William Blair & Company
96
William Blair & Company
Illinois
$32.9M 208,428 -5,839 -3%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$32.4M 205,448 -7,236 -3%
PWM
98
Paulson Wealth Management
Illinois
$30.8M 194,847 +6,204 +3%
Citadel Advisors
99
Citadel Advisors
Florida
$29.8M 188,661 +96,522 +105%
GAB
100
German American Bancorp
Indiana
$29.5M 186,739 +5,768 +3%
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4
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