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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MWM
1201
MorganRosel Wealth Management
Colorado
$221K 1,398 – –
MFS
1202
Madrona Financial Services
Washington
$220K 1,393 +5 +0.4%
SG
1203
Sharper & Granite
California
$220K 1,392 – –
GHAM
1204
Gilman Hill Asset Management
Connecticut
$219K 1,389 +1,389 New
CFA
1205
Camarda Financial Advisors
Florida
$219K 1,388 – –
1WA
1206
180 Wealth Advisors
Washington
$218K 1,379 – –
ANBT
1207
American National Bank & Trust
Texas
$218K 1,383 – –
MYIA
1208
Mount Yale Investment Advisors
Colorado
$217K 1,376 -33 -2%
NB
1209
NBT Bank
New York
$217K 1,375 – –
SFWC
1210
Strategic Family Wealth Counselors
New Jersey
$216K 1,366 +6 +0.4%
SIMG
1211
Sonora Investment Management Group
Arizona
$215K 1,363 – –
SAM
1212
SignalPoint Asset Management
Missouri
$215K 1,360 – –
LWM
1213
Liberty Wealth Management
California
$214K 1,357 +1 +0.1%
MHI
1214
Miller Howard Investments
New York
$213K 1,352 -14 -1%
DI
1215
DFPG Investments
Utah
$212K 1,316 +1,316 New
AC
1216
Abbrea Capital
California
$212K 1,343 -20 -1%
PP
1217
Patten & Patten
Tennessee
$211K 1,338 +1,338 New
TF
1218
Trek Financial
Arizona
$211K 1,334 +1,334 New
HPC
1219
HM Payson & Co
Maine
$210K 1,329 – –
CA
1220
CoreCap Advisors
Michigan
$210K 1,329 +1,329 New
POIA
1221
Pin Oak Investment Advisors
Texas
$209K 1,324 +245 +23%
SCP
1222
Stevens Capital Partners
Nebraska
$207K 1,313 +1,313 New
HWM
1223
Howard Wealth Management
Connecticut
$207K 1,310 -25 -2%
MPCG
1224
Matrix Private Capital Group
New York
$207K 1,310 -59 -4%
IWS
1225
Insight Wealth Strategies
California
$207K 1,309 +1,309 New
47 48
49
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