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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 %
FB
126
Fulton Bank
Pennsylvania
$20.7M +$1.35M +8,837 +7%
NA
127
NewEdge Advisors
Louisiana
$20.3M -$3.56M -23,435 -15%
EIC
128
Equity Investment Corp
Georgia
$20.1M -$14.8M -97,187 -42%
ERFOTCOFW
129
Employees Retirement Fund of the City of Fort Worth
Texas
$20M – – –
TWM
130
Tradition Wealth Management
Minnesota
$19.9M -$25.4K -127 -0.1%
DAS
131
Dynamic Advisor Solutions
Arizona
$19.7M +$81K +532 +0.4%
PSP
132
Pacific Sage Partners
Washington
$19.6M +$236K +1,552 +1%
GL
133
Graypoint LLC
New York
$19.5M +$1.55M +10,170 +9%
AC
134
AWM Capital
Arizona
$19.3M -$206K -1,351 -1%
HF
135
HRT Financial
New York
$19.3M +$18.1M +118,900 +1,575%
RWG
136
Regal Wealth Group
California
$19.2M -$6.04M -38,945 -24%
CAL
137
Capital Advisors Ltd
Ohio
$19.2M -$85.4K -561 -0.4%
DT
138
Diversified Trust
Tennessee
$19.1M -$136K -896 -0.7%
Wellington Management Group
139
Wellington Management Group
Massachusetts
$18.9M -$899K -5,905 -5%
TPCW
140
TD Private Client Wealth
New York
$18.8M -$11.7M -76,943 -38%
KP
141
Keel Point
Alabama
$18.6M +$2.12M +13,923 +13%
CP
142
Covenant Partners
Tennessee
$18.5M +$298K +1,954 +2%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$18.3M -$285K -1,869 -2%
RWB
144
RMR Wealth Builders
New Jersey
$18M +$92.9K +610 +0.5%
FCI
145
Financial Counselors Inc
Kansas
$17.9M -$1.68K -11 -0%
CG
146
Corundum Group
Colorado
$17.6M -$494K -3,243 -3%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$17.5M -$4.85M -34,828 -22%
Squarepoint
148
Squarepoint
New York
$17.1M +$17.1M +112,041 New
VOYA Investment Management
149
VOYA Investment Management
Georgia
$16.9M +$6.21M +40,762 +58%
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$16.1M -$300K -1,969 -2%
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