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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 %
GP
1226
Girard Partners
Pennsylvania
$203K -$20.1K -132 -9%
HWM
1227
Howard Wealth Management
Connecticut
$203K – – –
HPC
1228
HM Payson & Co
Maine
$202K +$202K +1,329 New
SAM
1229
Seelaus Asset Management
New Jersey
$202K +$202K +1,305 New
VP
1230
Verum Partners
North Carolina
$201K -$121K -793 -37%
GIP
1231
Greatmark Investment Partners
Georgia
$200K +$200K +1,316 New
SAM
1232
S.A. Mason
Michigan
$194K – – –
OCM
1233
Orion Capital Management
California
$192K – – –
AA
1234
Addison Advisors
Vermont
$190K – – –
AP
1235
Atwood & Palmer
Missouri
$188K – – –
MTIC
1236
Missouri Trust & Investment Company
Missouri
$186K – – –
ST
1237
Smithfield Trust
Pennsylvania
$180K – – –
NL
1238
NKCFO LLC
Illinois
$175K – – –
Lazard Asset Management
1239
Lazard Asset Management
New York
$173K -$319K -2,096 -65%
CPFP
1240
Clear Perspectives Financial Planning
Ohio
$172K -$105K -690 -38%
CCA
1241
Column Capital Advisors
Indiana
$171K – – –
BWP
1242
Baldwin Wealth Partners
Massachusetts
$169K – – –
BAM
1243
Baldrige Asset Management
Pennsylvania
$164K – – –
POIA
1244
Pin Oak Investment Advisors
Texas
$164K – – –
LIA
1245
Luken Investment Analytics
Tennessee
$162K – – –
WBC
1246
West Branch Capital
Massachusetts
$161K – – –
PC
1247
Pecaut & Co
Iowa
$157K – – –
TFM
1248
TFC Financial Management
Massachusetts
$150K – – –
CA
1249
Crewe Advisors
Utah
$149K +$3.96K +26 +3%
MFG
1250
Monumental Financial Group
Maryland
$148K +$148K +971 New
48 49
50
51 52