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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
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

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 %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$29M 183,524 +57,829 +46%
Cerity Partners
102
Cerity Partners
New York
$28.8M 182,182 -165,470 -48%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$28.7M 181,873 -11,422 -6%
TC
104
Telemus Capital
Michigan
$28.5M 180,271 +1,297 +0.7%
LFWA
105
LBJ Family Wealth Advisors
Texas
$27.5M 174,387 -13,642 -7%
KeyBank National Association
106
KeyBank National Association
Ohio
$27.4M 173,686 -18,340 -10%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$26.7M 169,024 -4,225 -2%
KAS
108
Kestra Advisory Services
Texas
$26.6M 168,775 +6,709 +4%
BPWM
109
Badgley Phelps Wealth Managers
Washington
$26.4M 167,521 +4,668 +3%
PFP
110
Pinnacle Financial Partners
Tennessee
$25.6M 162,098 -6,798 -4%
RVPG
111
Relative Value Partners Group
$24.7M 156,420 +17,750 +13%
CFO
112
Callan Family Office
Pennsylvania
$24.6M 155,933 -6,610 -4%
PSP
113
Pacific Sage Partners
Washington
$24.4M 154,811 +26,025 +20%
JE
114
JMAC Enterprises
Pennsylvania
$24.4M 154,661 +3,602 +2%
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$23.7M 149,890 -96,182 -39%
TPWA
116
TRUE Private Wealth Advisors
Oregon
$23.3M 147,890 -32,776 -18%
CAM
117
Crestone Asset Management
Colorado
$22.7M 144,004 -2,634 -2%
ANTB
118
AMG National Trust Bank
Colorado
$22.7M 143,835 +3,151 +2%
FA
119
FDx Advisors
Illinois
$22.5M 142,278 -1,036 -0.7%
MWM
120
Mission Wealth Management
California
$22.5M 142,248 -7,608 -5%
WA
121
Waverly Advisors
Alabama
$22.3M 141,511 -2,960 -2%
UCFA
122
United Capital Financial Advisors
Texas
$22.2M 140,807 -29,113 -17%
GSAM
123
Grant Street Asset Management
Pennsylvania
$22.2M 140,593 -6,780 -5%
SC
124
Savant Capital
Illinois
$21.9M 138,496 +84,479 +156%
TWM
125
Tradition Wealth Management
Minnesota
$21.7M 99,292 -484 -0.5%
3 4
5
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