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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 %
DT
151
Diversified Trust
Tennessee
$16.4M 107,856 -14,814 -12%
VIA
152
Vantagepoint Investment Advisers
District of Columbia
$16.1M 106,300 +82,900 +354%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$15.8M 104,038 -101,410 -49%
LC
154
Lindbrook Capital
California
$15.7M 103,531 -285 -0.3%
RhumbLine Advisers
155
RhumbLine Advisers
Massachusetts
$15.3M 100,701 +6,909 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
156
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M 100,000 – –
SIM
157
Stratos Investment Management
Ohio
$15.2M 99,967 +18,321 +22%
LNC
158
Lincoln National Corp
Pennsylvania
$14.9M 98,140 +1,168 +1%
TA
159
TruWealth Advisors
Louisiana
$14.6M 96,210 +1,657 +2%
WHG
160
Westwood Holdings Group
Texas
$14.4M 94,812 -137,306 -59%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.1M 92,592 +42,608 +85%
GIA
162
GHP Investment Advisors
Colorado
$14.1M 93,571 -200 -0.2%
HCC
163
Hirtle Callaghan & Co
Pennsylvania
$13.8M 90,798 -217 -0.2%
WANY
164
Wealthspire Advisors (New York)
New York
$13.7M 90,495 +3,984 +5%
FCBT
165
First Citizens Bank & Trust
North Carolina
$13.5M 89,092 -4,498 -5%
Principal Financial Group
166
Principal Financial Group
Iowa
$13.4M 88,033 +7,385 +9%
NFW
167
Noble Family Wealth
Florida
$13.2M 87,151 -1,635 -2%
IFO
168
Independent Family Office
New York
$13.2M 86,762 +750 +0.9%
BCM
169
BTC Capital Management
Iowa
$13M 85,686 +117 +0.1%
IIC
170
Integrated Investment Consultants
Michigan
$12.8M 84,251 -1,373 -2%
MCCA
171
Mill Creek Capital Advisors
Pennsylvania
$12.6M 83,031 +4,013 +5%
CWC
172
Carolinas Wealth Consulting
North Carolina
$12.6M 85,883 -14,032 -14%
EWA
173
EP Wealth Advisors
California
$12.5M 82,642 +63,573 +333%
CCB
174
Country Club Bank
Missouri
$12.4M 81,223 -1,320 -2%
CA
175
Cambridge Associates
Massachusetts
$12.4M 81,471 -21,308 -21%
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