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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 %
MIM
1251
MTM Investment Management
South Carolina
$146K – – –
SWM
1252
Sugarloaf Wealth Management
Georgia
$145K – – –
MFT
1253
Moisand Fitzgerald Tamayo
Florida
$144K – – –
BWM
1254
BerganKDV Wealth Management
Minnesota
$141K – – –
GFL
1255
Granite FO LLC
New Hampshire
$137K -$174K -1,126 -56%
AWM
1256
Abound Wealth Management
Tennessee
$128K -$13.6K -89 -10%
GWSG
1257
GPS Wealth Strategies Group
Colorado
$127K +$127K +835 New
AWM
1258
Avior Wealth Management
Nebraska
$125K +$70K +460 +127%
WPA
1259
West Paces Advisors
Georgia
$125K – – –
IRC
1260
Investors Research Corp
Georgia
$119K +$1.98K +13 +2%
AIA
1261
Arcadia Investment Advisors
Idaho
$116K – – –
MG
1262
MilWealth Group
Wisconsin
$114K – – –
RFA
1263
Register Financial Advisors
Georgia
$113K +$609 +4 +0.5%
FPFS
1264
First Personal Financial Services
North Carolina
$113K -$15.2K -100 -12%
CWM
1265
Compass Wealth Management
Connecticut
$113K +$113K +741 New
CAL
1266
Capital Analysts LLC
Pennsylvania
$112K +$5.5K +36 +5%
RWPA
1267
Richard W. Paul & Associates
Michigan
$111K -$457 -3 -0.4%
HBT
1268
Hills Bank & Trust
Iowa
$110K -$3.65K -24 -3%
CFD
1269
Creative Financial Designs
Indiana
$106K +$304 +2 +0.3%
EW
1270
Element Wealth
Mississippi
$105K -$11.4K -75 -10%
FAM
1271
Family Asset Management
South Carolina
$98.8K +$98.8K +649 New
VWM
1272
Venturi Wealth Management
Texas
$98.3K +$98.3K +646 New
WAM
1273
WFA Asset Management
Wisconsin
$98.2K +$98.2K +645 New
SWA
1274
Sutton Wealth Advisors
Florida
$90.4K – – –
WAG
1275
Windsor Advisory Group
Ohio
$89.2K – – –
49 50
51
52 53