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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 %
RIA
1076
Regal Investment Advisors
Michigan
$295K +$7.26K +46 +3%
SIC
1077
Salem Investment Counselors
North Carolina
$295K – – –
LG
1078
LaFleur & Godfrey
Michigan
$293K – – –
LWM
1079
Laidlaw Wealth Management
New York
$293K – – –
MA
1080
MCF Advisors
Kentucky
$293K – – –
SAM
1081
Secure Asset Management
Michigan
$292K +$158 +1 +0.1%
MW
1082
MBL Wealth
North Carolina
$291K -$23.7K -150 -8%
PPW
1083
PACK Private Wealth
Minnesota
$291K – – –
GCP
1084
GSA Capital Partners
United Kingdom
$290K +$290K +1,838 New
CBFP
1085
Cedar Brook Financial Partners
Ohio
$290K +$1.26K +8 +0.4%
HIP
1086
HUB Investment Partners
Texas
$289K -$6.16K -39 -2%
SSW
1087
Stone Summit Wealth
Florida
$288K +$288K +1,827 New
AGM
1088
Alpine Global Management
New York
$288K +$288K +1,826 New
AMBIA
1089
Allen Mooney & Barnes Investment Advisors
Georgia
$287K – – –
KWMG
1090
King Wealth Management Group
Florida
$286K -$5.21K -33 -2%
TLFA
1091
True Link Financial Advisors
California
$283K -$20.5K -130 -7%
CIBC World Market
1092
CIBC World Market
Ontario, Canada
$283K +$16.3K +103 +6%
RDFA
1093
Ritter Daniher Financial Advisory
Ohio
$281K – – –
LB
1094
Leo Brokerage
Texas
$281K +$789 +5 +0.3%
FPB
1095
First PREMIER Bank
South Dakota
$281K +$2.53K +16 +0.9%
GAG
1096
Goodman Advisory Group
Massachusetts
$281K – – –
PNC
1097
Park National Corp
Ohio
$281K +$281K +1,780 New
EW
1098
Evoke Wealth
California
$281K -$46.7K -296 -14%
MP
1099
McDonald Partners
Ohio
$280K – – –
TCA
1100
Transcend Capital Advisors
New Jersey
$280K -$172K -1,092 -38%
42 43
44
45 46