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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 %
MWA
1026
Meridian Wealth Advisors
Texas
$334K +$2.37K +15 +0.7%
MFA
1027
McClarren Financial Advisors
Pennsylvania
$333K +$2.05K +13 +0.6%
OIM
1028
Oder Investment Management
California
$333K -$65.5K -415 -16%
FAG
1029
Fortitude Advisory Group
Washington
$332K -$89.6K -568 -21%
PWS
1030
Private Wealth Strategies
Ohio
$331K +$631 +4 +0.2%
MWM
1031
Madison Wealth Management
Ohio
$330K – – –
DWA
1032
Douglass Winthrop Advisors
New York
$329K -$75.9K -481 -19%
SA
1033
Sicart Associates
New York
$329K – – –
RWM
1034
Rockwood Wealth Management
Pennsylvania
$325K – – –
CA
1035
Continuum Advisory
Idaho
$325K -$321K -2,033 -50%
FNT
1036
First National Trust
Pennsylvania
$324K -$101K -643 -24%
NCM
1037
Noesis Capital Mangement
Florida
$324K +$33.3K +211 +11%
GA
1038
Greenspring Advisors
Maryland
$322K -$248K -1,572 -44%
NHC
1039
Nicholas Hoffman & Company
Georgia
$321K -$726K -4,600 -69%
HC
1040
Hourglass Capital
Texas
$320K +$474 +3 +0.1%
BFEC
1041
Benjamin F. Edwards & Company
Missouri
$318K -$349K -2,216 -52%
GCM
1042
Gallacher Capital Management
Colorado
$317K – – –
TWM
1043
Tanager Wealth Management
United Kingdom
$315K – – –
JIP
1044
Jaffetilchin Investment Partners
Florida
$314K -$2.05K -13 -0.6%
ACA
1045
Atlas Capital Advisors
Wyoming
$313K -$104K -657 -25%
GEA
1046
Glen Eagle Advisors
New Jersey
$313K – – –
Kovitz Investment Group Partners
1047
Kovitz Investment Group Partners
Illinois
$312K -$53.2K -337 -15%
IWM
1048
Integris Wealth Management
California
$311K +$11.4K +72 +4%
CCM
1049
Canal Capital Management
Virginia
$311K +$947 +6 +0.3%
RMDI
1050
R.M. Davis Inc
Maine
$311K +$72.4K +459 +30%
40 41
42
43 44