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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 %
SEEDPG
1126
S.E.E.D. Planning Group
New York
$260K – – –
QCM
1127
Quantinno Capital Management
New York
$259K – – –
CW
1128
Connectus Wealth
Ohio
$258K +$5.22K +33 +2%
WA
1129
Wealth Architects
California
$258K +$947 +6 +0.4%
IF
1130
Intrua Financial
Texas
$257K +$8.21K +52 +3%
GG
1131
Greenwood Gearhart
Arkansas
$256K – – –
CA
1132
Claro Advisors
Massachusetts
$256K +$256K +1,625 New
ST
1133
Sabal Trust
Florida
$256K -$51.1K -324 -17%
SDWMA
1134
Schneider Downs Wealth Management Advisors
Pennsylvania
$256K – – –
OFA
1135
Oak Family Advisors
Illinois
$254K – – –
VC
1136
Veracity Capital
Georgia
$254K +$10.4K +66 +4%
EL
1137
EWA LLC
Pennsylvania
$253K +$947 +6 +0.4%
IGWM
1138
ICA Group Wealth Management
Colorado
$252K -$2.84K -18 -1%
MCM
1139
Monument Capital Management
Virginia
$252K – – –
CSWM
1140
Cassady Schiller Wealth Management
Ohio
$252K – – –
AO
1141
Advisor OS
Illinois
$251K +$28.3K +179 +13%
BA
1142
Baugh & Associates
Georgia
$251K – – –
CWG
1143
Cornerstone Wealth Group
North Carolina
$250K -$3.31K -21 -1%
SFC
1144
Strategic Financial Concepts
Texas
$249K +$316 +2 +0.1%
KIG
1145
Kowal Investment Group
Wisconsin
$248K -$6.63K -42 -3%
RRWA
1146
Rainey & Randall Wealth Advisors
Florida
$247K +$158 +1 +0.1%
MRCM
1147
M&R Capital Management
New Jersey
$247K +$9.94K +63 +4%
CST
1148
Charles Schwab Trust
Nevada
$247K – – –
Qube Research & Technologies (QRT)
1149
Qube Research & Technologies (QRT)
United Kingdom
$247K -$6.54M -87,183 -96%
BB
1150
Bell Bank
North Dakota
$246K – – –
44 45
46
47 48