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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 %
CCB
176
Country Club Bank
Missouri
$12.9M 82,543 -8,598 -9%
SIM
177
Stratos Investment Management
Ohio
$12.9M 81,646 +2,661 +3%
RJT
178
Raymond James Trust
Florida
$12.8M 80,991 +117 +0.1%
Principal Financial Group
179
Principal Financial Group
Iowa
$12.7M 80,648 -3,140 -4%
GT
180
Glenmede Trust
Pennsylvania
$12.5M 82,279 – –
CM
181
Churchill Management
California
$12.5M 79,296 -3,546 -4%
MCCA
182
Mill Creek Capital Advisors
Pennsylvania
$12.5M 79,018 +74,110 +1,510%
E
183
Ergoteles
New York
$12.4M 78,354 +78,354 New
Natixis Advisors
184
Natixis Advisors
Massachusetts
$12.3M 78,100 +2,726 +4%
RFA
185
RTD Financial Advisors
Pennsylvania
$12.3M 77,770 +2,136 +3%
VOYA Investment Management
186
VOYA Investment Management
Georgia
$12.2M 77,478 -33,197 -30%
BSW
187
Buckingham Strategic Wealth
Missouri
$12M 76,243 -1,924 -2%
BFG
188
Bleakley Financial Group
New Jersey
$12M 75,856 -396 -0.5%
SWRP
189
Summit Wealth & Retirement Planning
California
$11.9M 75,638 +5,298 +8%
I2I
190
Insight 2811 Inc
Illinois
$11.9M 75,285 +445 +0.6%
CI
191
CX Institutional
Indiana
$11.8M 75,072 +4,261 +6%
C
192
Certuity
Florida
$11.8M 74,808 -2,052 -3%
MIM
193
MetLife Investment Management
New Jersey
$11.8M 74,700 -7,100 -9%
JHU
194
Johns Hopkins University
Maryland
$11.6M 73,387 – –
CCWA
195
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.5M 73,062 -330 -0.4%
HTC
196
Haverford Trust Company
Pennsylvania
$11.4M 72,361 -3,804 -5%
State Street
197
State Street
Massachusetts
$11.4M 72,310 +872 +1%
WJA
198
Willis Johnson & Associates
Texas
$11.4M 72,188 -2,358 -3%
MG
199
Mather Group
Illinois
$11.3M 71,811 -506 -0.7%
GIM
200
Goelzer Investment Management
Indiana
$11.1M 70,482 -8,679 -11%
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