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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.87%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.5B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$199M
3
Comerica Bank
3
Comerica Bank
Texas
$148M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$101M
5
CWM
5
Circle Wealth Management
New Jersey
$94.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.27B
2
American Century Companies
2
American Century Companies
Missouri
$94.6M
3
Wells Fargo
3
Wells Fargo
California
$653M
4
RRAM
4
River Road Asset Management
Kentucky
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$93.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GAB
101
German American Bancorp
Indiana
$28.9M 190,240 +3,501 +2%
TC
102
Telemus Capital
Michigan
$27.5M 180,960 +689 +0.4%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$27.2M 179,051 +179,051 New
BPWM
104
Badgley Phelps Wealth Managers
Washington
$27.1M 178,486 +10,965 +7%
CWM
105
Congress Wealth Management
Massachusetts
$27M 177,601 +171,530 +2,825%
LFWA
106
LBJ Family Wealth Advisors
Texas
$26M 171,536 -2,851 -2%
KAS
107
Kestra Advisory Services
Texas
$26M 171,275 +2,500 +1%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$25.4M 167,191 -1,833 -1%
PFP
109
Pinnacle Financial Partners
Tennessee
$24.6M 162,238 +140 +0.1%
NYLIM
110
New York Life Investment Management
New York
$24.6M 162,029 +31,719 +24%
JE
111
JMAC Enterprises
Pennsylvania
$24.4M 160,777 +6,116 +4%
Massachusetts Financial Services
112
Massachusetts Financial Services
Massachusetts
$24.4M 160,742 +97,575 +154%
KeyBank National Association
113
KeyBank National Association
Ohio
$23.7M 155,941 -17,745 -10%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$23.4M 146,702 +15,719 +12%
NA
115
NewEdge Advisors
Louisiana
$22.6M 149,157 +17,665 +13%
TPWA
116
TRUE Private Wealth Advisors
Oregon
$22.6M 148,754 +864 +0.6%
CFO
117
Callan Family Office
Pennsylvania
$22.5M 148,243 -7,690 -5%
GL
118
Graypoint LLC
New York
$21.8M 143,820 +6,543 +5%
ANTB
119
AMG National Trust Bank
Colorado
$21.8M 143,488 -347 -0.2%
RVPG
120
Relative Value Partners Group
$21.7M 143,162 -13,258 -8%
SC
121
Savant Capital
Illinois
$21.1M 138,825 +329 +0.2%
CAM
122
Crestone Asset Management
Colorado
$21M 138,105 -5,899 -4%
TWM
123
Tradition Wealth Management
Minnesota
$20.8M 98,682 -610 -0.6%
MWM
124
Mission Wealth Management
California
$20.8M 136,944 -5,304 -4%
WA
125
Waverly Advisors
Alabama
$20.3M 133,621 -7,890 -6%
3 4
5
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