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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.92B
2
BlackRock
2
BlackRock
New York
$792M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$463M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$80.2M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.29B
2
JHU
2
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
5
UBS Group
Switzerland
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$11.2M 73,717 +57,947 +367%
SW
227
SVB Wealth
Massachusetts
$11.1M 73,498 +9,905 +16%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$11.1M 73,259 +14,111 +24%
BF
229
BOK Financial
Oklahoma
$11M 72,504 +6,577 +10%
ICMP
230
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.8M 71,321 -794 -1%
IP
231
Investment Partners
Ohio
$10.8M 71,200 -716 -1%
JFGIW
232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.7M 70,495 +15,174 +27%
NCG
233
Newport Capital Group
New Jersey
$10.6M 69,962 -66,940 -49%
VOYA Investment Management
234
VOYA Investment Management
Georgia
$10.6M 69,913 -25,167 -26%
HWM
235
HB Wealth Management
Georgia
$10.5M 69,567 +18,914 +37%
CCWA
236
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.5M 69,496 +69,496 New
MBT
237
Montecito Bank & Trust
California
$10.5M 69,278 -392 -0.6%
AAS
238
Avantax Advisory Services
Texas
$10.3M 67,741 +24,351 +56%
State Street
239
State Street
Massachusetts
$10.2M 67,184 -982 -1%
PA
240
Prism Advisors
California
$9.9M 65,279 -1,914 -3%
CS
241
Comerica Securities
Michigan
$9.87M 65,089 -3,772 -5%
HCM
242
HMS Capital Management
Tennessee
$9.41M 62,027 -9,163 -13%
XF
243
XML Financial
Maryland
$9.4M 61,977 +1,289 +2%
MA
244
Montag & Associates
Georgia
$9.34M 61,615 +10,136 +20%
BPA
245
Beacon Pointe Advisors
California
$9.33M 61,544 +15,169 +33%
WW
246
Westshore Wealth
California
$9.32M 61,444 +4,911 +9%
NL
247
NWAM LLC
Washington
$9.25M 61,015 -37 -0.1%
CIM
248
Confluence Investment Management
Missouri
$9.06M 59,708 +55,035 +1,178%
RhumbLine Advisers
249
RhumbLine Advisers
Massachusetts
$9.03M 59,519 -21,140 -26%
LW
250
Linscomb Wealth
Texas
$8.92M 58,805 +403 +0.7%
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