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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 %
ClearBridge Investments
1426
ClearBridge Investments
New York
– -$4.08M -26,936 Closed
Simplex Trading
1427
Simplex Trading
Illinois
– -$3.66M -24,104 Closed
PAMS
1428
Pictet Asset Management (Switzerland)
Switzerland
– -$2.87M -18,895 Closed
RBFC
1429
Roman Butler Fullerton & Co
Missouri
– -$2.95M -18,725 Closed
RI
1430
Rinkey Investments
California
– -$2.68M -17,694 Closed
RA
1431
Rational Advisors
New York
– -$2.64M -17,423 Closed
RIA
1432
Realta Investment Advisors
Delaware
– -$2.52M -16,609 Closed
WA
1433
Wealth Alliance
New York
– -$2.07M -13,681 Closed
AIMC
1434
Alley Investment Management Company
Illinois
– -$1.91M -12,620 Closed
TG
1435
TCW Group
California
– -$1.77M -11,696 Closed
Lord, Abbett & Co
1436
Lord, Abbett & Co
New Jersey
– -$1.7M -11,175 Closed
SCI
1437
Stableford Capital II
Arizona
– -$1.71M -11,025 Closed
SCP
1438
Seizert Capital Partners
Michigan
– -$1.57M -10,372 Closed
LOAMS
1439
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.26M -8,300 Closed
HCM
1440
Hamlin Capital Management
New York
– -$1.15M -7,593 Closed
HHRDM
1441
H&H Retirement Design & Management
Nevada
– -$1.2M -7,546 Closed
WDL
1442
Well Done LLC
Michigan
– -$900K -6,020 Closed
Federated Hermes
1443
Federated Hermes
Pennsylvania
– -$912K -6,011 Closed
Invesco
1444
Invesco
Georgia
– -$788K -5,193 Closed
CWA
1445
CM Wealth Advisors
Ohio
– -$749K -4,939 Closed
EP
1446
Edgestream Partners
New Jersey
– -$612K -4,033 Closed
RWA
1447
Redmont Wealth Advisors
Illinois
– -$607K -4,000 Closed
D
1448
Diversified
Delaware
– -$525K -3,465 Closed
WWC
1449
Waypoint Wealth Counsel
Georgia
– -$493K -3,250 Closed
WIM
1450
WealthPlan Investment Management
Nebraska
– -$515K -3,215 Closed
56 57
58
59 60