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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 %
AO
1201
Advisor OS
Illinois
$215K +$215K +1,414 New
FCP
1202
Fidelis Capital Partners
Florida
$215K +$215K +1,413 New
MYIA
1203
Mount Yale Investment Advisors
Colorado
$214K -$4.75M -31,197 -96%
BHA
1204
Beech Hill Advisors
New York
$214K – – –
C
1205
CEDRUS
Colorado
$214K – – –
FNBOMD
1206
First National Bank of Mount Dora
Florida
$214K +$214K +1,403 New
FWM
1207
FFT Wealth Management
Pennsylvania
$213K – – –
MWM
1208
MorganRosel Wealth Management
Colorado
$213K – – –
SS
1209
Sunbelt Securities
Texas
$213K +$301 +2 +0.1%
SG
1210
Sharper & Granite
California
$212K – – –
MFS
1211
Madrona Financial Services
Washington
$211K +$914 +6 +0.4%
CFA
1212
Camarda Financial Advisors
Florida
$211K +$211K +1,388 New
Betterment LLC
1213
Betterment LLC
New York
$211K +$211K +1,385 New
ANBT
1214
American National Bank & Trust
Texas
$211K – – –
LNWWM
1215
Laird Norton Wetherby Wealth Management
California
$210K -$15.7K -103 -7%
1WA
1216
180 Wealth Advisors
Washington
$210K -$2.28K -15 -1%
NB
1217
NBT Bank
New York
$209K – – –
MPCG
1218
Matrix Private Capital Group
New York
$208K +$24.1K +158 +13%
AC
1219
Abbrea Capital
California
$208K – – –
MHI
1220
Miller Howard Investments
New York
$208K -$613K -4,024 -75%
SIMG
1221
Sonora Investment Management Group
Arizona
$208K – – –
SFWC
1222
Strategic Family Wealth Counselors
New Jersey
$207K +$1.07K +7 +0.5%
SAM
1223
SignalPoint Asset Management
Missouri
$207K -$29.5K -194 -12%
NFSG
1224
Newbridge Financial Services Group
Florida
$207K +$761 +5 +0.4%
LWM
1225
Liberty Wealth Management
California
$206K +$206K +1,356 New
47 48
49
50 51