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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 %
ST
976
Spinnaker Trust
Maine
$391K – – –
BLC
977
Brown, Lisle/Cummings
Rhode Island
$391K – – –
YIA
978
YHB Investment Advisors
Connecticut
$390K +$33.3K +211 +9%
FTC
979
Farmers Trust Company
Ohio
$388K – – –
Wolverine Trading
980
Wolverine Trading
Illinois
$387K +$387K +2,470 New
PA
981
PFG Advisors
Arizona
$386K -$57.5K -364 -13%
TIM
982
Tortoise Investment Management
New York
$385K +$3.16K +20 +0.8%
FCP
983
Fidelis Capital Partners
Florida
$383K +$160K +1,016 +72%
MAA
984
Matrix Asset Advisors
New York
$383K +$138K +873 +56%
IFWM
985
Institute for Wealth Management
Colorado
$382K -$6.31K -40 -2%
DFC
986
DB Fitzpatrick & Co
Idaho
$381K +$15.6K +99 +4%
MHS
987
M Holdings Securities
Oregon
$379K -$913K -5,776 -71%
OWM
988
Orgel Wealth Management
Wisconsin
$378K +$6K +38 +2%
FPCG
989
Fort Pitt Capital Group
Pennsylvania
$377K -$88.5K -561 -19%
MSA
990
Marino Stram & Associates
Massachusetts
$377K +$33.2K +210 +10%
JC
991
Jentner Corp
Ohio
$376K – – –
Koshinski Asset Management
992
Koshinski Asset Management
Illinois
$375K -$54.8K -347 -13%
AHB
993
Abner Herrman & Brock
New Jersey
$375K +$375K +2,379 New
FPTW
994
Franklin, Parlapiano, Turner & Welch
Texas
$375K – – –
PWW
995
Pettyjohn Wood & White
Virginia
$372K – – –
RWMH
996
Riverpoint Wealth Management Holdings
Illinois
$369K – – –
PCM
997
Parsons Capital Management
Rhode Island
$369K -$7.89K -50 -2%
MC
998
Matisse Capital
Oregon
$368K -$11K -70 -3%
LWM
999
LJI Wealth Management
Indiana
$368K +$365K +365,210 +14,412%
WCM
1000
WealthBridge Capital Management
Ohio
$367K +$41.8K +265 +13%
38 39
40
41 42