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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 %
AIP
1226
ARS Investment Partners
New York
$205K 1,298 +1,298 New
LNB
1227
Ledyard National Bank
$205K 1,297 -540 -29%
TCB
1228
Texas Capital Bancshares
Texas
$204K 1,292 +1,292 New
RWG
1229
Ratio Wealth Group
Colorado
$203K 1,289 +1,289 New
AG
1230
Ascent Group
Virginia
$203K 1,261 -218 -15%
USB
1231
Union Savings Bank
Connecticut
$202K 1,238 +1,238 New
AAG
1232
Armstrong Advisory Group
Massachusetts
$201K 1,273 -745 -37%
GIP
1233
Greatmark Investment Partners
Georgia
$200K 1,270 -46 -3%
VP
1234
Verum Partners
North Carolina
$200K 1,269 -53 -4%
AA
1235
Addison Advisors
Vermont
$197K 1,250 – –
AP
1236
Atwood & Palmer
Missouri
$195K 1,234 – –
SAM
1237
S.A. Mason
Michigan
$194K 1,277 – –
MTIC
1238
Missouri Trust & Investment Company
Missouri
$193K 1,222 – –
CWA
1239
CM Wealth Advisors
Ohio
$191K 3,614 +3,614 New
NFSG
1240
Newbridge Financial Services Group
Florida
$186K 1,177 -182 -13%
CSB
1241
City State Bank
Iowa
$184K 1,167 -455 -28%
HBW
1242
Hazlett, Burt & Watson
West Virginia
$183K 1,163 +1,052 +948%
NL
1243
NKCFO LLC
Illinois
$182K 1,150 – –
CCA
1244
Column Capital Advisors
Indiana
$177K 1,120 – –
AWM
1245
Avior Wealth Management
Nebraska
$177K 1,119 +296 +36%
RIA
1246
Realta Investment Advisors
Delaware
$176K 1,116 +1,116 New
EK
1247
Evensky & Katz
Florida
$176K 1,114 -311 -22%
BWP
1248
Baldwin Wealth Partners
Massachusetts
$175K 1,107 – –
TSWM
1249
Tyler-Stone Wealth Management
Ohio
$168K 1,065 +1,065 New
LIA
1250
Luken Investment Analytics
Tennessee
$167K 1,060 -5 -0.5%
48 49
50
51 52