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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 %
MBT
201
Montecito Bank & Trust
California
$11.1M 70,439 +1,723 +3%
NA
202
Nottingham Advisors
New York
$10.9M 69,041 -5,559 -7%
V
203
Veritable
Delaware
$10.8M 68,738 -6,269 -8%
Allspring Global Investments
204
Allspring Global Investments
North Carolina
$10.7M 67,986 -1,387 -2%
HWM
205
HB Wealth Management
Georgia
$10.7M 67,808 -1,173 -2%
RIS
206
Retirement Income Solutions
Michigan
$10.7M 67,657 -1,113 -2%
NCG
207
Newport Capital Group
New Jersey
$10.6M 67,415 +67,415 New
WW
208
Westshore Wealth
California
$10.6M 67,283 +1,374 +2%
KFP
209
KMG Fiduciary Partners
Ohio
$10.6M 66,894 +1,103 +2%
IP
210
Investment Partners
Ohio
$10.3M 65,510 -3,447 -5%
ECG
211
Edge Capital Group
Georgia
$10.3M 65,237 +10,133 +18%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$10.3M 64,950 +64,950 New
FTUS
213
Flow Traders U.S.
New York
$10.2M 64,645 +55,619 +616%
SW
214
SVB Wealth
Massachusetts
$10.1M 64,260 -6,125 -9%
WB
215
West Bancorporation
Iowa
$10M 63,468 +656 +1%
Massachusetts Financial Services
216
Massachusetts Financial Services
Massachusetts
$9.97M 63,167 -97,402 -61%
PA
217
Prism Advisors
California
$9.95M 63,057 – –
Boston Partners
218
Boston Partners
Massachusetts
$9.94M 62,967 -22,563 -26%
MA
219
Montag & Associates
Georgia
$9.88M 62,592 +715 +1%
XF
220
XML Financial
Maryland
$9.85M 62,558 +712 +1%
PI
221
PineBridge Investments
New York
$9.81M 62,150 +19,763 +47%
BPA
222
Beacon Pointe Advisors
California
$9.74M 61,704 +7,453 +14%
OAM
223
Oppenheimer Asset Management
New York
$9.55M 60,490 +811 +1%
SC
224
Sepio Capital
Utah
$9.21M 58,373 -6,726 -10%
Jane Street
225
Jane Street
New York
$9.14M 57,935 +50,898 +723%
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