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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.87%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.5B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$199M
3
Comerica Bank
3
Comerica Bank
Texas
$148M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$101M
5
CWM
5
Circle Wealth Management
New Jersey
$94.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.27B
2
American Century Companies
2
American Century Companies
Missouri
$94.6M
3
Wells Fargo
3
Wells Fargo
California
$653M
4
RRAM
4
River Road Asset Management
Kentucky
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$93.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GW
76
GW & Wade
Massachusetts
$43.9M 288,969 -3,391 -1%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$43.9M 287,620 -6,283 -2%
FBFS
78
First Business Financial Services
Wisconsin
$42.9M 282,486 -78 -0%
EB
79
Eastern Bank
Massachusetts
$42.7M 281,121 +608 +0.2%
Brown Advisory
80
Brown Advisory
Maryland
$41.6M 273,775 -6,934 -2%
PFO
81
Pathstone Family Office
New Jersey
$40.3M 5,038,517 +4,799,075 +2,004%
BIM
82
Bridges Investment Management
Nebraska
$39.8M 261,998 +3,634 +1%
WRTC
83
Wind River Trust Company
Wyoming
$38.5M 253,335 – –
MCM
84
MAI Capital Management
Ohio
$37.5M 247,241 +8,816 +4%
FAM
85
Flaharty Asset Management
Florida
$37.1M 244,536 +6,378 +3%
MGIA
86
Moneta Group Investment Advisors
Missouri
$36.9M 243,107 +11,078 +5%
FWM
87
FSA Wealth Management
Massachusetts
$36.5M 240,391 +2,841 +1%
SPIA
88
Steward Partners Investment Advisory
New York
$35.1M 231,256 +10,600 +5%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$34.1M 224,684 +74,794 +50%
NFG
90
Nadler Financial Group
Illinois
$33.9M 223,449 -5,790 -3%
FHA
91
First Horizon Advisors
Tennessee
$33.9M 223,300 -3,224 -1%
RZH
92
Relyea Zuckerberg Hanson
Connecticut
$33.5M 220,630 +6,481 +3%
Nuveen Asset Management
93
Nuveen Asset Management
Illinois
$33.2M 218,946 +89,316 +69%
SQA
94
Simon Quick Advisors
New Jersey
$33.2M 218,665 -10,016 -4%
CFM
95
Comprehensive Financial Management
California
$32.1M 210,233 – –
William Blair & Company
96
William Blair & Company
Illinois
$31.7M 209,125 +697 +0.3%
RFC
97
Regions Financial Corp
Alabama
$31.1M 204,563 -13,228 -6%
GM
98
Granger Management
New York
$30M 196,137 -61,212 -24%
PWM
99
Paulson Wealth Management
Illinois
$29.9M 196,962 +2,115 +1%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$29.1M 191,909 +10,036 +6%
2 3
4
5 6