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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 %
GD
1151
Grandfield & Dodd
New York
$246K – – –
AAM
1152
Austin Asset Management
Texas
$245K -$15K -95 -6%
GWM
1153
Greenhouse Wealth Management
Connecticut
$245K +$631 +4 +0.3%
JCM
1154
Jacobi Capital Management
Pennsylvania
$244K +$12.3K +78 +5%
MWM
1155
Merriman Wealth Management
Washington
$244K -$1.89K -12 -0.8%
BSA
1156
Braun Stacey Associates
New York
$243K -$250K -1,582 -51%
PP
1157
PDS Planning
Ohio
$243K -$83K -526 -25%
EWM
1158
Executive Wealth Management
Michigan
$243K +$316 +2 +0.1%
PP
1159
Pacifica Partners
Canada
$243K – – –
Chevy Chase Trust
1160
Chevy Chase Trust
Maryland
$242K – – –
PCM
1161
Poehling Capital Management
Wisconsin
$242K – – –
NFA
1162
Northern Financial Advisors
Michigan
$242K – – –
FAT
1163
First American Trust
California
$241K -$2.36K -15 -1%
BWP
1164
Balboa Wealth Partners
Arizona
$240K -$194K -1,226 -45%
M
1165
MOTCO
Texas
$240K +$9.79K +62 +4%
BW
1166
Bison Wealth
Georgia
$239K +$239K +1,514 New
PWP
1167
Private Wealth Partners
California
$238K -$94.7K -600 -28%
EIA
1168
Edgemoor Investment Advisors
Maryland
$238K – – –
LWMT
1169
Legacy Wealth Management (Tennessee)
Tennessee
$237K – – –
WT
1170
Washington Trust
Rhode Island
$235K – – –
BEAM
1171
Baker Ellis Asset Management
Washington
$235K – – –
RWP
1172
Ridgecrest Wealth Partners
California
$234K +$3.16K +20 +1%
SCM
1173
Shelton Capital Management
Colorado
$233K -$20.4K -129 -8%
TC
1174
Trust Company
Kansas
$233K – – –
SW
1175
SteelPeak Wealth
California
$232K +$232K +1,473 New
45 46
47
48 49