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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,434 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.87%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.5B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$199M
3
Comerica Bank
3
Comerica Bank
Texas
$148M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$101M
5
CWM
5
Circle Wealth Management
New Jersey
$94.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.27B
2
American Century Companies
2
American Century Companies
Missouri
$94.6M
3
Wells Fargo
3
Wells Fargo
California
$653M
4
RRAM
4
River Road Asset Management
Kentucky
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$93.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
1451
Saxon Interests
Texas
– – -8,257 Closed
BTWM
1452
Baker Tilly Wealth Management
Wisconsin
– – -6,820 Closed
PWP
1453
Pursue Wealth Partners
California
– – -6,036 Closed
CIM
1454
Confluence Investment Management
Missouri
– – -4,522 Closed
TA
1455
TFB Advisors
Kansas
– – -4,361 Closed
NWM
1456
NEIRG Wealth Management
Massachusetts
– – -4,099 Closed
HWA
1457
HCR Wealth Advisors
California
– – -2,777 Closed
HCA
1458
Heck Capital Advisors
Wisconsin
– – -2,750 Closed
VAS
1459
Vestmark Advisory Solutions
Massachusetts
– – -2,536 Closed
FPCG
1460
Forum Private Client Group
Indiana
– – -2,515 Closed
Wolverine Trading
1461
Wolverine Trading
Illinois
– – -2,470 Closed
MHS
1462
M Holdings Securities
Oregon
– – -2,398 Closed
VNB
1463
Virginia National Bank
Virginia
– – -2,223 Closed
CFP
1464
Curran Financial Partners
South Carolina
– – -2,169 Closed
HIA
1465
HTG Investment Advisors
Connecticut
– – -2,135 Closed
LWM
1466
Laidlaw Wealth Management
New York
– – -1,858 Closed
AGM
1467
Alpine Global Management
New York
– – -1,826 Closed
PNC
1468
Park National Corp
Ohio
– – -1,780 Closed
MAWCM
1469
Mine & Arao Wealth Creation & Management
California
– – -1,680 Closed
QCM
1470
Quantinno Capital Management
New York
– – -1,644 Closed
BA
1471
Baugh & Associates
Georgia
– – -1,589 Closed
FAT
1472
First American Trust
California
– – -1,529 Closed
BWP
1473
Balboa Wealth Partners
Arizona
– – -1,523 Closed
WPW
1474
Watershed Private Wealth
Illinois
– – -1,468 Closed
CFA
1475
Camarda Financial Advisors
Florida
– – -1,388 Closed
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