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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 %
FTUS
201
Flow Traders U.S.
New York
$10.8M 71,036 +6,391 +10%
KFP
202
KMG Fiduciary Partners
Ohio
$10.6M 69,797 +2,903 +4%
Allspring Global Investments
203
Allspring Global Investments
North Carolina
$10.4M 68,684 +698 +1%
MG
204
Mather Group
Illinois
$10.4M 68,328 -3,483 -5%
HWM
205
HB Wealth Management
Georgia
$10.3M 67,709 -99 -0.1%
KP
206
Keel Point
Alabama
$10.2M 67,183 -47,081 -41%
RIS
207
Retirement Income Solutions
Michigan
$10.2M 66,991 -666 -1%
NCG
208
Newport Capital Group
New Jersey
$10.1M 66,583 -832 -1%
GIM
209
Goelzer Investment Management
Indiana
$10.1M 66,283 -4,199 -6%
MA
210
Montag & Associates
Georgia
$10M 65,591 +2,999 +5%
IP
211
Investment Partners
Ohio
$9.78M 64,424 -1,086 -2%
XF
212
XML Financial
Maryland
$9.77M 64,325 +1,767 +3%
SAM
213
Silvercrest Asset Management
New York
$9.7M 63,861 -23,745 -27%
MBT
214
Montecito Bank & Trust
California
$9.62M 63,378 -7,061 -10%
UB
215
UMB Bank
Missouri
$9.56M 62,943 -27,809 -31%
PA
216
Prism Advisors
California
$9.51M 62,625 -432 -0.7%
PP
217
Pegasus Partners
Wisconsin
$9.4M 61,919 +11,197 +22%
Boston Partners
218
Boston Partners
Massachusetts
$9.3M 61,424 -1,543 -2%
WB
219
West Bancorporation
Iowa
$9.13M 60,155 -3,313 -5%
OAM
220
Oppenheimer Asset Management
New York
$8.98M 59,147 -1,343 -2%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$8.95M 58,919 +28,039 +91%
MIM
222
MetLife Investment Management
New Jersey
$8.93M 58,800 -15,900 -21%
PI
223
PineBridge Investments
New York
$8.92M 58,731 -3,419 -6%
AAS
224
Avantax Advisory Services
Texas
$8.76M 57,713 +1,309 +2%
BCG
225
Breakwater Capital Group
New Jersey
$8.72M 59,278 +6,611 +13%
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