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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 %
PFA
1451
Peak Financial Advisors
Colorado
– – -2,284 Closed
CP
1452
Coho Partners
Pennsylvania
– – -2,186 Closed
DFG
1453
Delta Financial Group
New Jersey
– – -2,058 Closed
3LCM
1454
3D/L Capital Management
Connecticut
– – -2,031 Closed
LPT
1455
Legacy Private Trust
Wisconsin
– – -1,838 Closed
MWM
1456
Moran Wealth Management
Florida
– – -1,774 Closed
MCCP
1457
Mission Creek Capital Partners
California
– – -1,764 Closed
BIG
1458
Builder Investment Group
Georgia
– – -1,714 Closed
RW
1459
REDW Wealth
New Mexico
– – -1,679 Closed
MMPW
1460
Mitchell McLeod Pugh & Williams
Alabama
– – -1,669 Closed
NB
1461
Northwest Bancshares
Pennsylvania
– – -1,614 Closed
VPIM
1462
Vanguard Personalized Indexing Management
California
– – -1,586 Closed
RF
1463
Rollins Financial
Georgia
– – -1,555 Closed
EBT
1464
Enterprise Bank & Trust
Massachusetts
– – -1,536 Closed
LIM
1465
Lathrop Investment Management
Arkansas
– – -1,468 Closed
BWM
1466
BCS Wealth Management
Tennessee
– – -1,464 Closed
FBB
1467
Fulton Breakefield Broenniman
Maryland
– – -1,454 Closed
PCH
1468
PGIM Custom Harvest
New Jersey
– – -1,453 Closed
LFGO
1469
Legacy Financial Group (Oklahoma)
Oklahoma
– – -1,420 Closed
C
1470
CEDRUS
Colorado
– – -1,403 Closed
GP
1471
Girard Partners
Pennsylvania
– – -1,335 Closed
SAM
1472
Seelaus Asset Management
New Jersey
– – -1,305 Closed
OCM
1473
Orion Capital Management
California
– – -1,258 Closed
Lazard Asset Management
1474
Lazard Asset Management
New York
– – -1,138 Closed
MFG
1475
Monumental Financial Group
Maryland
– – -971 Closed
56 57 58
59
60