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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.

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
1
Baird Financial Group
Wisconsin
$597M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.73B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.32B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$169M
5
CA
5
Cetera Advisors
Colorado
$56.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.38B
2
Bank of America
2
Bank of America
North Carolina
$7.31B
3
JHU
3
Johns Hopkins University
Maryland
$11.2M
4
American Century Companies
4
American Century Companies
Missouri
$359M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$974M
Name Market Value Shares Shares
Change 		Shares
Change %
LFWA
101
LBJ Family Wealth Advisors
Texas
$28.6M 188,029 -190 -0.1%
GAB
102
German American Bancorp
Indiana
$27.6M 180,971 +577 +0.3%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$27.5M 180,666 -68,317 -27%
TC
104
Telemus Capital
Michigan
$27.3M 178,974 -4,159 -2%
Nuveen Asset Management
105
Nuveen Asset Management
Illinois
$26.1M 171,456 +4,289 +3%
UCFA
106
United Capital Financial Advisors
Texas
$25.9M 169,920 -5,776 -3%
PFP
107
Pinnacle Financial Partners
Tennessee
$25.7M 168,896 +2,032 +1%
BPWM
108
Badgley Phelps Wealth Managers
Washington
$24.8M 162,853 -14,055 -8%
CFO
109
Callan Family Office
Pennsylvania
$24.7M 162,543 -18,600 -10%
KAS
110
Kestra Advisory Services
Texas
$24.7M 162,066 -112,743 -41%
Massachusetts Financial Services
111
Massachusetts Financial Services
Massachusetts
$24.4M 160,569 -29,490 -16%
JE
112
JMAC Enterprises
Pennsylvania
$23M 151,059 -489 -0.3%
NYLIM
113
New York Life Investment Management
New York
$22.9M 150,239 -89,283 -37%
Caisse de Depot et Placement du Quebec (CDPQ)
114
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.8M 150,000 +75,000 +100%
MWM
115
Mission Wealth Management
California
$22.8M 149,856 -4,644 -3%
GSAM
116
Grant Street Asset Management
Pennsylvania
$22.4M 147,373 +6,204 +4%
CAM
117
Crestone Asset Management
Colorado
$22.3M 146,638 -13,447 -8%
SEI Investments
118
SEI Investments
Pennsylvania
$22.3M 146,293 -54,061 -27%
WA
119
Waverly Advisors
Alabama
$22M 144,471 -4,993 -3%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$21.8M 143,043 -171,826 -55%
FA
121
FDx Advisors
Illinois
$21.7M 143,314 – –
ANTB
122
AMG National Trust Bank
Colorado
$21.4M 140,684 +3,511 +3%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$21.4M 134,995 -630 -0.5%
LNC
124
Lincoln National Corp
Pennsylvania
$21.2M 139,369 +231 +0.2%
RVPG
125
Relative Value Partners Group
$21.1M 138,670 +23,858 +21%
3 4
5
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