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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 %
GL
126
Graypoint LLC
New York
$21.7M 137,277 +9,354 +7%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$20.8M 130,983 -4,012 -3%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$20.8M 131,536 -11,507 -8%
NA
129
NewEdge Advisors
Louisiana
$20.8M 131,492 -2,425 -2%
ERFOTCOFW
130
Employees Retirement Fund of the City of Fort Worth
Texas
$20.7M 131,082 – –
FB
131
Fulton Bank
Pennsylvania
$20.6M 130,521 -5,256 -4%
NYLIM
132
New York Life Investment Management
New York
$20.6M 130,310 -19,929 -13%
DAS
133
Dynamic Advisor Solutions
Arizona
$20.5M 129,746 +653 +0.5%
Nuveen Asset Management
134
Nuveen Asset Management
Illinois
$20.5M 129,630 -41,826 -24%
CP
135
Covenant Partners
Tennessee
$20.1M 127,584 +5,806 +5%
PA
136
PFW Advisors
Georgia
$20M 124,293 +124,293 New
CAL
137
Capital Advisors Ltd
Ohio
$19.9M 126,200 +237 +0.2%
AC
138
AWM Capital
Arizona
$19.9M 125,838 -1,003 -0.8%
RWB
139
RMR Wealth Builders
New Jersey
$19.4M 123,229 +5,122 +4%
DT
140
Diversified Trust
Tennessee
$19.4M 122,670 -2,861 -2%
CG
141
Corundum Group
Colorado
$19.2M 121,939 +6,466 +6%
TPCW
142
TD Private Client Wealth
New York
$18.9M 119,946 -3,708 -3%
FCI
143
Financial Counselors Inc
Kansas
$18.3M 115,765 -1,734 -1%
PFBT
144
Parkside Financial Bank & Trust
Missouri
$18.1M 114,688 -5,429 -5%
KP
145
Keel Point
Alabama
$18M 114,264 -7,884 -6%
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$17.6M 111,359 +5,746 +5%
AWS
147
Atria Wealth Solutions
New York
$16.7M 105,665 +8,004 +8%
LC
148
Lindbrook Capital
California
$16.4M 103,816 +564 +0.5%
CA
149
Cambridge Associates
Massachusetts
$16.2M 102,779 – –
LL
150
LWMG LLC
Minnesota
$16M 101,133 +9,969 +11%
4 5
6
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