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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
$597M
2
Morgan Stanley
Morgan Stanley
New York
$4.73B
3
Goldman Sachs
Goldman Sachs
New York
$2.32B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$169M
5
CA
Cetera Advisors
Colorado
$56.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.38B
2
Bank of America
Bank of America
North Carolina
$7.31B
3
JHU
Johns Hopkins University
Maryland
$11.2M
4
American Century Companies
American Century Companies
Missouri
$359M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$974M
Name Holding Trade Value Shares
Change 		Shares
Change %
KHC
1401
Koesten Hirschmann & Crabtree
Kansas
$2.06K +$147 +1 +8%
PCFFS
1402
Pacific Center for Financial Services
California
$1.98K +$1.98K +13 New
SIS
1403
Sound Income Strategies
Florida
$1.68K – – –
GM
1404
GeoWealth Management
Illinois
$1K -$13K -52 -93%
CMP
1405
Coston McIsaac & Partners
Maine
$1K – – –
AFS
1406
Annapolis Financial Services
Maryland
$914 – – –
FGAM
1407
Financial Gravity Asset Management
Texas
$44 +$44 +290 New
Diamond Hill Capital Management
1408
Diamond Hill Capital Management
Ohio
– -$44.7M -294,629 Closed
SG
1409
StoneX Group
New York
– -$37.7M -248,255 Closed
Eagle Capital Management (New York)
1410
Eagle Capital Management (New York)
New York
– -$34.3M -226,407 Closed
IUHSA
1411
Itau Unibanco Holding S.A.
Brazil
– -$22.3M -147,198 Closed
AGA
1412
Accuvest Global Advisors
Utah
– -$17.4M -114,908 Closed
LAM
1413
Lyrical Asset Management
New York
– -$15.2M -112,110 Closed
CF
1414
Copperwynd Financial
Arizona
– -$13.5M -89,311 Closed
Allianz Asset Management
1415
Allianz Asset Management
Germany
– -$11.8M -78,095 Closed
NCG
1416
Newport Capital Group
New Jersey
– -$10.6M -69,962 Closed
CIM
1417
Confluence Investment Management
Missouri
– -$9.06M -59,708 Closed
MLM
1418
Mount Lucas Management
Pennsylvania
– -$7.88M -51,963 Closed
NW
1419
Naviter Wealth
Arkansas
– -$7.96M -50,578 Closed
AP
1420
Advisors Preferred
Maryland
– -$6.45M -42,543 Closed
CCM
1421
Cullen Capital Management
New York
– -$4.65M -30,680 Closed
NWA
1422
New World Advisors
Massachusetts
– -$4.47M -29,456 Closed
MCM
1423
Moore Capital Management
New York
– -$4.25M -28,000 Closed
CFO
1424
Custos Family Office
Texas
– -$4.2M -27,711 Closed
Renaissance Technologies
1425
Renaissance Technologies
New York
– -$4.13M -27,200 Closed
55 56
57
58 59