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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 %
CP
126
Covenant Partners
Tennessee
$20.2M 133,354 +5,770 +5%
UCFA
127
United Capital Financial Advisors
Texas
$20.1M 132,151 -8,656 -6%
DAS
128
Dynamic Advisor Solutions
Arizona
$19.7M 129,902 +156 +0.1%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$19.7M 129,641 -1,895 -1%
GS
130
GTS Securities
New York
$19.7M 129,630 +90,542 +232%
ACA
131
Anchor Capital Advisors
Massachusetts
$19.7M 129,439 +112,634 +670%
CI
132
CX Institutional
Indiana
$19.6M 129,129 +54,057 +72%
FB
133
Fulton Bank
Pennsylvania
$19.6M 128,811 -1,710 -1%
EIC
134
Equity Investment Corp
Georgia
$19.5M 128,638 -115,740 -47%
RWB
135
RMR Wealth Builders
New Jersey
$19.3M 127,105 +3,876 +3%
CAL
136
Capital Advisors Ltd
Ohio
$19.3M 126,804 +604 +0.5%
AC
137
AWM Capital
Arizona
$19.1M 125,525 -313 -0.2%
PA
138
PFW Advisors
Georgia
$18.9M 124,673 +380 +0.3%
CG
139
Corundum Group
Colorado
$18.5M 121,769 -170 -0.1%
LL
140
LWMG LLC
Minnesota
$18.4M 121,415 +20,282 +20%
PSP
141
Pacific Sage Partners
Washington
$18.4M 120,947 -33,864 -22%
TPCW
142
TD Private Client Wealth
New York
$18.2M 119,861 -85 -0.1%
AWS
143
Atria Wealth Solutions
New York
$18.1M 118,710 +13,045 +12%
WCAMG
144
Woodard & Company Asset Management Group
North Carolina
$17.7M 116,558 +28,198 +32%
FCI
145
Financial Counselors Inc
Kansas
$17.4M 114,369 -1,396 -1%
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$17.3M 113,925 +2,566 +2%
Cerity Partners
147
Cerity Partners
New York
$17M 111,527 -70,655 -39%
CIAS
148
CFS Investment Advisory Services
New Jersey
$17M 111,685 +19,700 +21%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$16.7M 110,260 -4,428 -4%
FA
150
FDx Advisors
Illinois
$16.5M 108,979 -33,299 -23%
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