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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 %
WBC
1251
West Branch Capital
Massachusetts
$167K 1,057 – –
PC
1252
Pecaut & Co
Iowa
$163K 1,032 +4 +0.4%
TFM
1253
TFC Financial Management
Massachusetts
$155K 983 – –
CFD
1254
Creative Financial Designs
Indiana
$152K 965 +270 +39%
MIM
1255
MTM Investment Management
South Carolina
$152K 960 – –
CA
1256
Crewe Advisors
Utah
$150K 952 -26 -3%
SWM
1257
Sugarloaf Wealth Management
Georgia
$150K 952 – –
MFT
1258
Moisand Fitzgerald Tamayo
Florida
$149K 943 – –
BWM
1259
BerganKDV Wealth Management
Minnesota
$147K 929 – –
GFL
1260
Granite FO LLC
New Hampshire
$140K 889 +2 +0.2%
AWM
1261
Abound Wealth Management
Tennessee
$132K 838 – –
GWSG
1262
GPS Wealth Strategies Group
Colorado
$132K 835 – –
WPA
1263
West Paces Advisors
Georgia
$130K 823 – –
LFA
1264
LGT Financial Advisors
Texas
$128K 810 +810 New
NCM
1265
Northwest Capital Management
Oregon
$127K 803 +803 New
IRC
1266
Investors Research Corp
Georgia
$123K 779 – –
AIM
1267
Arcadia Investment Management
Michigan
$122K 775 -1,260 -62%
CSC
1268
Caldwell Sutter Capital
California
$122K 770 +250 +48%
AIA
1269
Arcadia Investment Advisors
Idaho
$120K 763 – –
RFA
1270
Register Financial Advisors
Georgia
$118K 748 +3 +0.4%
RWPA
1271
Richard W. Paul & Associates
Michigan
$117K 744 +14 +2%
FPFS
1272
First Personal Financial Services
North Carolina
$117K 742 – –
DF
1273
Dunhill Financial
United Kingdom
$115K 737 +737 New
HBT
1274
Hills Bank & Trust
Iowa
$114K 725 – –
FAM
1275
Family Asset Management
South Carolina
$112K 712 +63 +10%
49 50
51
52 53