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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$65.2M
2
Morgan Stanley
Morgan Stanley
New York
+$53.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.5M
5
CA
Cetera Advisors
Colorado
+$20.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$779M
2
Bank of America
Bank of America
North Carolina
-$642M
3
JHU
Johns Hopkins University
Maryland
-$220M
4
American Century Companies
American Century Companies
Missouri
-$204M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1126
Centaurus Financial
California
$253K +$1.68K +11 +0.7%
CST
1127
Charles Schwab Trust
Nevada
$253K +$253K +1,661 New
APC
1128
Aspire Private Capital
North Carolina
$253K – – –
DA
1129
Doliver Advisors
Texas
$251K – – –
SEEDPG
1130
S.E.E.D. Planning Group
New York
$251K – – –
AAM
1131
Austin Asset Management
Texas
$251K -$12.6K -83 -5%
GI
1132
Gradient Investments
Minnesota
$251K +$128K +843 +105%
QCM
1133
Quantinno Capital Management
New York
$250K +$250K +1,644 New
WA
1134
Wealth Architects
California
$248K +$2.44K +16 +1%
GG
1135
Greenwood Gearhart
Arkansas
$247K – – –
CSB
1136
City State Bank
Iowa
$247K +$1.52K +10 +0.6%
SDWMA
1137
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K – – –
GCWM
1138
Graham Capital Wealth Management
District of Columbia
$247K +$247K +162 New
KIG
1139
Kowal Investment Group
Wisconsin
$246K -$1.68M -11,004 -87%
NB
1140
Northwest Bancshares
Pennsylvania
$246K +$246K +1,614 New
IGWM
1141
ICA Group Wealth Management
Colorado
$246K -$304 -2 -0.1%
OFA
1142
Oak Family Advisors
Illinois
$245K -$84.5K -555 -26%
SCM
1143
Shelton Capital Management
Colorado
$245K – – –
CWG
1144
Cornerstone Wealth Group
North Carolina
$244K – – –
CW
1145
Connectus Wealth
Ohio
$244K -$113K -738 -32%
OPA
1146
Old Port Advisors
Maine
$244K -$52.7K -343 -18%
MCM
1147
Monument Capital Management
Virginia
$243K – – –
BA
1148
Baugh & Associates
Georgia
$242K – – –
VPIM
1149
Vanguard Personalized Indexing Management
California
$241K – – –
EL
1150
EWA LLC
Pennsylvania
$240K +$240K +1,599 New
44 45
46
47 48